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  [SMM Analysis]July lithium hydroxide output edged up sequentially, remaining broadly flat; August is expected to see a mild pullback.

  BYD's "Xi'an" Delivered and Launched: World's Largest LNG Dual-Fuel Car Carrier

• [SMM Analysis] Nickel sulphate production rose 17.3% MoM in July

  According to SMM data, nickel sulphate production in July will reach 29,100 mt in metal content (equivalent to 132,200 mt), up 17.30% MoM and 4.77% YoY.

• [SMM Analysis] Lithium hydroxide production remained stable with a slight MoM increase in July, and is expected to pull back slightly in August

• [SMM Daily Review of Hydrogen Cost] 20250730

• Pr-Nd raw material continues to strengthen; what is the attitude of end-users? (Part 2) [SMM Analysis]

  SMM's Latest Market Update (July 30): Mainstream transaction prices for Pr-Nd oxide: 531,500 yuan/mt (up 11,000 yuan from the previous day), mainstream transaction prices for Pr-Nd alloy: 645,000 yuan/mt (up 20,000 yuan from the previous day). In addition to Pr-Nd oxide and alloy, single Pr oxide, single Nd oxide, Pr metal, and Nd metal all showed significant increases exceeding 10,000 yuan/mt.