Energy


2024-09-30

[News] Polysilicon Imports Rebound in August, with Slight Decline Expected in September

According to the latest customs data, China’s polysilicon import volume in August 2024 were 4,532 tons, a month-on-month increase of 55.13%. Among them, the import volume from Germany was 3829.3 tons, accounting for 84.50% of the total import volume. Compared with the data in July, it increased...

2024-08-21

[News] Restriction on Antimony Exports is Just the Beginning? China Rumored to Tighten Tungsten Controls by Year-End

China's export controls on antimony are set to take effect on September 15th. Furthermore, according to a report from Liberty Times Net, it is indicated that these controls could be escalated, with plans to impose additional restrictions on tungsten by the end of this year. Addressing the matter,...

2024-08-19

[News] China’s Antimony Export Restrictions Starting in Mid-September Reportedly Cause Prices to Skyrocket

On August 15, China's Ministry of Commerce announced restrictions on the export of the strategic mineral antimony for national security reasons, set to take effect on September 15, 2024. According to sources cited by the Commercial Times, the market price of antimony could skyrocket to USD 30,000 p...

2024-04-17

[Insights] China’s Position in EV Battery Market to be Shaken as the Mass Production Race of All-Solid-State Battery Industry Speeds up?

With the Ongoing Expansion of Global EV Battery Market, China's Dominant Position Steadily Strengthens In recent years, the rapid growth of EV and energy storage markets has driven robust demand for lithium-ion batteries (LiBs). Data shows that in 2023, the total shipment of LiBs exceeded 1 teraw...

2024-03-28

[News] AI Confronts an ‘Energy Crisis’? Electricity May Have Emerged as a Challenge

Could AI Be Heading Towards an "Energy Crisis"? Speculation suggests that a Microsoft engineer involved in the GPT-6 training cluster project has warned that deploying over 100,000 H100 GPUs in a single state might trigger a collapse of the power grid. Despite signs of OpenAI's progress in training ...

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