At an analyst meeting Tinci Materials said electrolyte and LiPF6 capacity utilization is near full. Citing downstream customer forecasts and stronger energy-storage battery demand, the company expects electrolyte production/scheduling to rise QoQ in Q3 2026 and said downstream demand remains robust. A planned 35,000-tonne LiPF6 capacity upgrade is proceeding as scheduled; the company will time commissioning to market and order conditions and expects start-up in H2 2026.

The State Council approved the Expand Consumption '15th Five-Year Plan', calling for measures to raise residents' incomes and support markets. Key measures: improve factor-based distribution policies to reward greater labor input, higher skills and innovation; strengthen wage determination, ensure reasonable wage growth and payment guarantees; establish a minimum-wage adjustment mechanism and steadily raise minimum wages; increase macro guidance on corporate wage distribution; continue improving the business environment for small and micro enterprises and individual proprietors; promote sustained, healthy development of the property market and consolidate the capital market's stable, positive trend; increase urban and rural residents' property income through multiple channels; and bolster redistribution via taxes, social security and transfer payments.

U.S. President Trump said Iran "always tears up agreements" and vowed to strike them hard, adding the United States will control the strait and could ultimately dominate it.