Tinci Materials said at its interim results briefing that, based on downstream customer feedback and rising AI data-center demand, energy-storage battery demand is likely to grow faster than power (EV) batteries over the next 2–3 years, supporting increased demand for lithium‑battery electrolytes. The company said LiPF6 and electrolyte capacity additions will be phased according to market demand and market‑share targets and will be released progressively as orders materialize.

Sept 17 — Leapmotor signed an investment intent and a technology cooperation agreement with two FAW Group subsidiaries: FAW Qixin Power (Changchun) Technology Co. and China Automotive New Energy Battery Technology Co. Under the tech pact with China Automotive New Energy, the partners will jointly advance research and commercialization of next‑generation battery technologies and standardized cells, focusing on solid‑state, high‑lithium manganese, sodium‑ion and ultra‑fast‑charge LFP chemistries. They will co‑develop standardized cell designs and applications and explore battery recycling and overseas supply‑chain collaboration.

TASNIM NEWS: Iranian economy minister Madanizadeh said the size of a planned increase to commodity voucher subsidies has not been finalised and talks are ongoing. A minimum proposed increase of 300,000 tomans was cited, but eligible income bands have yet to be determined.