DBM Video: Blockbuster Warning: Lithium Resources May Not Be Enough by 2028

Wood Mackenzie's Latest Report Heavy Warning! With the acceleration of energy transformation, global lithium demand will exceed 13 million tons in 2050, more than twice the baseline forecast. Without large-scale new investment, the supply gap will appear as early as 2028, and the existing capacity will not be able to support the demand in the mid-2030s.

2026-03-04 17:15:23

On March 3, Wesker New Energy (Binzhou) Co., Ltd. announced the change of EPC bidding results for the first phase of the 300MW/600MWh shared energy storage project in Wudi County.

2026-03-04 16:35:53

On the evening of March 3, Shanshan issued an announcement on the progress of the reorganization of controlling shareholders. The company received a notice on the same day that the draft reorganization plan had been submitted to the creditors' meeting on February 28. The fourth creditors' meeting of the merger and bankruptcy reorganization case of Shanshan Group and Pengze Trade was held on March 2, and the voting deadline was 17:00 on April 15.

2026-03-04 11:40:44

On March 2, Ningxia Zhongwei Yunneng Gantang 500MW/2000MWh Shared Energy Storage Power Station Project EPC General Contracting Tender Announcement. It is reported that the project is funded by 2.239 billion yuan of self-financing, and the tenderer is Ningxia Yunneng New Energy Co., Ltd.

2026-03-03 16:17:30

On February 28, Haibo Sichuang released its 2025 annual performance report, which showed that in 2025, Haibo Sichuang achieved a total operating income of about 11.604 billion yuan, a substantial increase of 40.32% compared with 8.270 billion yuan in the same period last year.

2026-03-03 16:15:53

On February 27, China Innovation Airlines issued a performance forecast that the company's net profit in 2025 would be about 2.025 billion yuan to 2.193 billion yuan, up about 140% to 160% from the same period last year.

2026-03-02 16:57:17

On February 28, the Ningde Municipal Government of Fujian Province and the Ningde Times signed the Ningde "Zero Carbon and Science and Technology" Gulf City Strategic Cooperation Agreement.

2026-03-02 14:04:37

In October 2025, a tender for a 500 MW/2000MWh energy storage project with a total investment of 1.877 billion yuan in Xinjiang Kuqa Market attracted attention, and the consortium of central enterprises won the bid with 1.739 billion yuan. However, in January 2026, the bidding agent declared the bidding invalid because the winning bidder did not pay the service fee and failed to contact the tenderer.

2026-02-27 11:47:33

On February 24, Xinjiang Turpan Zhitai Electric Power Development Co., Ltd. released the bidding results of EPC general contracting for 100000 kW/400000 kWh energy storage power station. The announcement shows that the project was won by Xinjiang Electric Power Design Institute Co., Ltd. of China Energy Construction Group.

2026-02-26 14:41:58

On February 25, the Zimbabwean government announced an immediate suspension of all exports of raw materials and lithium concentrates, including goods in transit. In the future, only enterprises with valid mining rights and approved concentrators will be qualified for export, and agents and third-party traders will be prohibited from exporting.

2026-02-26 10:52:38

On February 24, Tianhe Energy Storage announced a strategic cooperation with Gore Street Capital, an energy storage investment institution, and the two sides will jointly participate in a newly established special private equity fund, the EU Energy Storage Fund.

2026-02-25 16:26:38

Recently, China Energy Construction International Group, together with Zhejiang Thermal Power and Southwest Institute, won the bid for the largest independent energy storage project in Africa, Nefer titi 1 GWh energy storage project in Benban, Egypt.

2026-02-25 13:18:53

The TOP10 ranking of global energy storage system shipments in 2025 is coming, with global energy storage system shipments reaching 421.16 GWh in 2025, a substantial increase of 75.48% over the same period last year.

2026-02-24 16:36:17

Recently, some media reported that Sunshine Power will invest in the construction of its first manufacturing plant in Europe.

2026-02-10 16:13:18

On the evening of February 6, Rongbai Science and Technology announced that it had received the Prior Notice of Administrative Penalty issued by Ningbo Regulatory Bureau of the Securities Regulatory Commission because of suspected misleading statements in major contract announcements.

2026-02-09 17:23:21

On February 8, Wuhan Municipal People's Government and Chuneng New Energy signed an investment agreement for Wuhan Chuneng Phase II 80 GWh New Energy Battery Production Project.

2026-02-09 17:21:55

Recently, the news that Ningde Times wants to buy Huawei Digital Energy at a price of hundreds of billions of yuan has been widely spread in the industry, and the acquisition plan has been changed several times, and even the plan is about to be officially announced.

2026-02-06 16:36:57

On February 5, Guoxuan Gaoke announced that it planned to raise no more than 5 billion yuan, which would be used for the annual output of 20 GWh power battery project, Guoxuan Gaoke 20 GWh new energy battery base project, new lithium-ion battery (20 GWh) intelligent manufacturing base project and supplementary liquidity after deducting the issuance fee.

2026-02-06 13:04:19

On February 3, following the signing of Egypt's 6 GWh energy storage order in January, Chuneng New Energy signed another overseas order yesterday, signing a strategic cooperation agreement with Saudi Al Rajhi Electrical and Shanghai Yitong in Dammam, Saudi Arabia, for the next three years. Chuneng will supply a total of 5.5G Wh of energy storage products to Al Rajhi Electrical.

2026-02-04 17:34:08

On February 1, 2026, Penghui Energy announced that the company had submitted its IPO application to the Hong Kong Stock Exchange on January 30.

2026-02-04 11:51:12

According to foreign media reports on January 28, Volkswagen Group (USA) submitted a report to NHTSA due to the risk of battery fire, and planned to recall 44551 2023-2025 Volkswagen ID.4 models in two batches in the United States.

2026-01-30 11:07:43

New Energy Industry Exposed Heavy Rumors! Ningde Times, the global power battery leader, is negotiating with Huawei to acquire its core digital energy business, including photovoltaic inverters, energy storage systems and energy management systems.

2026-01-29 16:42:49

On the evening of January 27, Jiangxi Ganfeng Lithium Industry disclosed its annual performance forecast for 2025. The company expects to turn losses into profits, and its operating performance has improved significantly compared with the same period last year.

2026-01-29 11:54:39

At the beginning of 2026, China Electric Power Construction and China Energy Construction successively released the business report card of the previous year. China Power Construction signed 1.33 trillion yuan of new contracts in the whole year, of which 841.605 billion yuan was contributed by energy and power projects.

2026-01-28 15:34:47

On January 23, Turpan Zhitai Electric Power Development Co., Ltd. issued a tender announcement for the EPC general contracting project of the 100 MW/400 MWh hybrid independent energy storage power station in Gaochang District.

2026-01-27 17:28:21

According to incomplete statistics, in the past month, the bidding for many energy storage projects in China has been terminated, with a total scale of nearly 3 GWh. Most of the reasons are major changes in the project procurement plan or content.

2026-01-26 17:06:56

On January 22, Taiyuan Precision Control Energy Technology Co., Ltd. invited tenders for EPC project of Taiyuan 500MW/1000MWh New Energy Storage Project.

2026-01-26 16:47:09

On January 22, Ningde Times released a series of customized products of "Light Business" (Light Commercial Vehicle) at the new product launch of "Tianxing Second Generation Light Business".

2026-01-23 17:10:49

Recently, Tianhe Energy Storage and Aer Sol Soléir, an Irish renewable energy developer, formally signed their first large-scale battery energy storage project cooperation agreement in Italy, and the two sides will jointly build a 250MW/1G Wh energy storage power station in Rondissone, Turin.

2026-01-23 15:27:33

Zhongguancun Energy Storage Industry Technology Alliance released 2025 annual energy storage data, by the end of December 2025, the cumulative installed capacity of China's new energy storage reached 144.7 GW, an increase of 85% over the same period last year.

2026-01-23 11:42:08

On January 19, Huichuan Technology announced that the company was planning to issue H shares overseas and list them on the Hong Kong Stock Exchange.

2026-01-21 17:23:31

On January 20, the board of directors of Xuji Electric received a written resignation report submitted by Chairman Li Juntao. Due to job transfer, Li Juntao resigned from the positions of chairman, director and special committee of the board of directors, and no longer held any position in the company after his resignation.

2026-01-21 15:20:00

Recently, the Ministry of Industry and Information Technology and other six departments jointly issued the Interim Measures for the Management of Recycling and Comprehensive Utilization of Waste Power Batteries for New Energy Vehicles, with the idea of "full channel, full chain and full life cycle", to clarify the system of "integrated scrapping of vehicles and electricity" and battery digital identity card.

2026-01-21 13:07:25

China Automotive Power Battery Industry Innovation Alliance released a cumulative domestic power battery loading volume of 769.7 GWh from January to December 2025, a cumulative year-on-year increase of 40.4%.

2026-01-20 14:48:46

On January 16, the announcement on the invalidity of all information and bidding process of the bidding activity of "EPC general contracting and supervision of 500 MW 2 GWh grid-type independent energy storage project in Aksu area" was issued.

2026-01-20 13:06:36

On January 16, Chuneng New Energy signed a strategic cooperation agreement with local Egyptian enterprises WeaCan and Kemet. According to the agreement, Chuneng New Energy will supply a total of 6GWh energy storage products to Egypt in stages to ensure the safe and stable operation of the products in the Egyptian power system and provide full-cycle technical support services.

2026-01-19 17:05:12

Recently, the Ordos Kusha 400000 kilowatt 1.6 million kilowatt independent energy storage power station has been put on record. The energy storage power station is located in Ordos City, Inner Mongolia Autonomous Region, with a total investment of 1.22937 billion yuan.

2026-01-16 17:20:11

On January 13, Fulin Seiko announced the termination of major asset restructuring and planned to issue shares to specific targets. Fulin Seiko intends to introduce Ningde Times as a strategic investor, and to adjust the original planned subsidiary Jiangxi sublimation equity cooperation to a comprehensive strategic cooperation of equity and business of listed companies.

2026-01-16 15:49:31

On January 14, Ningxia Yanchi Huianbao 200 MW/800 MWh Shared Energy Storage Power Station EPC General Contracting (Phase I and Phase II) Project issued a notice of bid rejection. Due to the problems of project financing and implementation, the follow-up work can not be carried out for the time being. It is decided that the bid of this project will be rejected temporarily.

2026-01-16 11:41:39

The first company whose IPO was terminated in Shenzhen Stock Exchange in 2026 was born. On January 11, the Shenzhen Stock Exchange issued a decision to terminate the examination of Zhuhai Saiwei's initial public offering and listing on the GEM. Due to the withdrawal of the application for issuance and listing of Zhuhai Saiwei and the sponsor China Merchants Securities, the Shenzhen Stock Exchange decided to terminate the examination of its issuance and listing in accordance with relevant regulations.

2026-01-15 17:27:21

On January 13, Tianzhi Material announced that Jiujiang Tianzhi, a wholly-owned subsidiary of the company, received the Criminal Judgment issued by the People's Court of Lianxi District, Jiujiang City, Jiangxi Province, on January 12, 2026. It is reported that Jiujiang Tianzhi Company has established a strict confidentiality system for its core electrolyte production technology.

2026-01-15 15:12:05

Signed an order, more than all the company's revenue in the past nine years combined? On January 13, Rongbai Technology threw out a huge purchase agreement to shake the market, announcing the signing of a cooperation agreement with Ningde Times on the purchase of lithium iron phosphate cathode materials. From the first quarter of 2026 to 2031, Rongbai Technology is expected to supply about 3.05 million tons of lithium iron phosphate cathode materials to Ningde Times, with a total sales amount of more than 120 billion yuan. It is the largest single purchase agreement in the history of the industry.

2026-01-15 11:48:22

On January 13, the main contract of lithium carbonate futures in Guangzhou Futures Exchange broke through the 170000 yuan/ton mark, up more than 9%, and finally closed at 166980 yuan/ton, a new high since October 2023.

2026-01-13 17:18:00

On January 11, foreign media disclosed that the United States and Canada officially launched the recall procedure of Volvo EX30 on the grounds that the batteries of some models had potential fire hazards.

2026-01-13 15:14:50

On January 9, Shanxi Hejin Shangchu New Energy Technology Co., Ltd. announced the rejection of the EPC tender for Shanxi 400MW/800MWh grid-side shared energy storage, because the Power Energy Co., Ltd. of the Fifth Bureau of China Construction failed to sign a contract with the tenderer within the prescribed time as required by the tender documents after the end of the bid-winning publicity period.

2026-01-13 14:53:43

On January 9, a ship carrying 28950 tons of lithium concentrate from Mali, Africa, arrived at Yangpu Port, which will provide stable raw materials for Hainan Xingzhihai New Materials Co., Ltd. to produce 20000 tons of battery-grade lithium hydroxide annually. This is the first batch of new energy minerals declared by Yangpu with "zero tariff" after the closure of Hainan Free Trade Port.

2026-01-12 16:01:50

On January 9, the Ministry of Finance and the State Administration of Taxation issued the Announcement on Adjusting the Export Tax Rebate Policy for Photovoltaic and Other Products. According to the announcement, from April 1, 2026 to December 31, 2026, the export tax rebate rate for value-added tax of battery products will be reduced from 9% to 6%; from January 1, 2027, the export tax rebate for value-added tax of battery products will be abolished.

2026-01-12 13:45:58

On January 8, an Asiana Airlines passenger plane flying from Incheon International Airport in South Korea to Hong Kong, China, caught fire in the cabin during the flight.

2026-01-09 15:44:40

On January 8, the correction announcement of EPC bid-winning results of 300MW/1.2G Wh grid-type energy storage project in Xinjiang Kuche Automobile Market was made. The original bid winner is the Third Engineering Co., Ltd. of China Railway Electrification Bureau Group, with the bid price of 10285 billion yuan. Now the bid winner is changed to China Construction Second Engineering Bureau Co., Ltd. with the bid price of 1028.48 million yuan.

2026-01-09 15:43:10

Recently, according to local media, Tesla has become the world's largest supplier of energy storage batteries. In 2025 alone, it deployed 46.7 gigawatt hours, mainly from the super factories in Lathrop, California, and Shanghai.

2026-01-08 15:17:17