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12.01.26 - 03:00
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Global AIDC boom drives shift in energy storage market as China dominates lithium battery industry (Digitimes)
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The surge in global artificial intelligence data centers (AIDCs) revealed at CES 2026 highlights a pivotal shift in energy consumption patterns. From autonomous vehicles to smart healthcare, these technologies increasingly depend on robust energy infrastructure, transforming traditional power supply dynamics. The growth of energy storage systems (ESS) now surpasses electric vehicle (EV) batteries, marking a new chapter in the energy transformation landscape....
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08.01.26 - 07:15
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SQM, Albemarle & Co: Die Lithium-Rally geht weiter (Der Aktionaer)
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Nach einem starken Endspurt im vergangenen Börsenjahr ist der Best of Lithium Index stark in das Jahr 2026 gestartet. Mit den Kursen von SQM, Ganfeng oder Albemarle ging es weiter nach oben, denn der Lithiumpreis präsentiert sich unverändert in einer starken Verfassung....
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08.01.26 - 06:06
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China′s cheap lithium batteries reshape the global AI data center landscape amid rising US tariffs (Digitimes)
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At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry. This competition shifts the focus from algorithms and chip performance to the backbone of AI infrastructure: reliable and affordable energy supply. Chinese-made lithium batteries, particularly lithium iron phosphate (LFP) cells, have become a decisive factor in this evolving contest....
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06.01.26 - 07:06
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CES 2026: ProLogium unveils new solid-state lithium ceramic battery platform (Digitimes)
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ProLogium Technology, a developer of lithium ceramic solid-state batteries, marked its 20th anniversary at CES 2026 by unveiling its proprietary "Superfluidized All-Inorganic Solid-State Lithium Ceramic Battery" technology. The company also introduced a new generation of electric vehicle (EV) battery modules and outlined plans to extend the platform into applications including electric construction machinery, e-bikes, humanoid robots, and energy storage systems (ESS) for AI data centers....
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01.01.26 - 19:12
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′The source of all life is here′: plan to mine lithium in Chilean salt flat sparks fears of water scarcity (The Guardian)
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The Colla Indigenous people claim Rio Tinto's plans to extract the key mineral will harm fragile ecosystems and livelihoodsMiriam Rivera Bordones tends her goats in a dusty paddock in the russet mountains of Chile's Atacama desert. She also keeps chickens and has planted quince and peach trees and grapevines, which are watered by a stream winding down the hills towards the Indigenous community of Copiapó.But now the huge British-Australian mining multinational Rio Tinto has signed a deal to extract lithium, the “white gold” of the energy transition, from a salt flat farther up the mountains, and she fears the project could affect the water sources of several communities in the area. Continue reading......
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30.12.25 - 18:01
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Chile Seals Control Over Key Lithium Asset in Landmark Joint Venture (Caixin)
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Chile has finalized a landmark deal that gives its government majority control over one of the world's most important lithium deposits, establishing a new joint venture with broad implications for the global battery supply chain and Chinese investment in critical minerals.
... Read more...
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30.12.25 - 12:39
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Ganfeng Lithium: Insider-Trading – erneute Strafe droht (Der Aktionaer)
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Die Aktie von Ganfeng Lithium ist am Dienstag im heimischen Handel zwischenzeitlich um mehr als fünf Prozent eingebrochen. Wie Bloomberg berichtete, sieht sich der Konzern im Zusammenhang mit einem laufenden Insiderhandelsverfahren möglichen weiteren Anklagen ausgesetzt....
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