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  Sentiment impact supported by fundamentals, analysis of the uniqueness of rare earth ore mines [SMM analysis]

• Analysis of Oxide Solid-State Electrolyte Material Systems and Corporate Layouts

  This article analyzes the core differences and characteristics of three materials in the oxide electrolyte system: garnet-type (LLZO), perovskite-type (LLTO), and NASICON-type (LATP). It comprehensively dissects their respective advantages and challenges, covering aspects such as structure and ion migration mechanisms, chemical stability and interface compatibility, preparation difficulties and process control, as well as application scenarios and technological bottlenecks. Meanwhile, it provides a detailed introduction to the layout of various enterprises in the field of oxide electrolyte batteries, presenting readers with the current research and application status of oxide solid-state batteries, as well as future development trends.

• [SMM hydrogen cost daily review] 20250729

• Port inventory backlog in Q2 dragged down imports, and it is difficult to improve the expected decline in imports amid recovering demand for low-sulphur petroleum coke in July [SMM analysis]

  Since Q2, influenced by the dual factors of the gradual arrival of in-transit shipments and the weak domestic downstream demand, port inventories have risen rapidly, and the domestic petroleum coke market has shown a trend of abundant supply. Since July, the petroleum coke market has witnessed positive changes. The enthusiasm for stockpiling in the downstream anode material market has significantly increased, while the domestic supply of low-sulphur petroleum coke has decreased. Driven by these two favorable factors, the low-sulphur petroleum coke market has performed well, leading to a continuous recovery in the overall market atmosphere and a subsequent increase in domestic petroleum coke prices. However, due to the uncertainty of tariff policies, domestic traders have adopted a cautious attitude in taking orders, and their enthusiasm for purchasing high-priced overseas market products has declined. Overall, it is expected that the subsequent import volume of petroleum coke will continue to decline.

• SHFE copper jumps initially and then pulls back amid sentiment, will prices continue to be trapped amid the off-season? [Wenhua Observation]