Anode Industry Surging! Orders Skyrocketing at BTR, Shanshan, Zhongke Xingcheng, Carbon One, Kaijin, Kuntian, Jereh and More
01 Shenzhen BTR (BTR New Material Group) At Shenzhen BTR, a company specialising in lithium battery materials, Yang Chenglin of the solid-state battery division was reminding colleagues to prepare for the night shift. Due to the surge in orders, the company is not only running production 24 hours a day, but even the oxide solid-state […]
Global Petroleum Coke Prices Surge as Middle East Disruptions Tighten Supply
Key Highlights Global petroleum coke prices have surged sharply over the past two weeks, with US Gulf Coast 6.5% high-sulphur coke FOB prices breaking above US$100/t and CFR prices to India and China climbing into the US$150/t range. The rally is being driven by Middle East supply disruptions, rising freight costs, and tightening vessel availability. […]
Zhongda Intelligent Claims Continuous Rotary Kiln Can Replace Traditional Vertical Kettles in Anode Production
Key Highlights Guangdong Zhongda Intelligent Technology (广东众大智能科技), a Chinese equipment manufacturer specialising in anode material production solutions, is promoting a new piece of equipment it calls the “Vertical Continuous Rotary Kiln” as a direct replacement for traditional batch-process vertical kettles widely used in synthetic graphite anode manufacturing. According to Zhongda, the new kiln delivers meaningful […]
Kaijin Energy: Orders Surging, Targets $7.3 Billion Output Value in 2026
Key Highlights Guizhou Kaijin New Energy Technology (贵州凯金新能源科技有限公司), one of China’s leading synthetic graphite anode producers, is reporting surging order volumes in 2026, with production lines running at full capacity and the company targeting ¥50 billion (~$7.3 billion) in output value for the full year. In the first two months of 2026 alone, Kaijin achieved […]
Qixian Material Announces 20% Price Increase on Porous Carbon Products
Key Highlights Hunan Qixian New Material Technology (湖南省齐贤新材料科技有限公司), a Chinese porous carbon producer, has issued a formal price increase notice to customers, announcing a blanket 20% price hike across its entire porous carbon product range, effective 1 April 2026. The company cited significant increases in raw material and energy costs as the primary driver. The […]
Epuno: 60,000 tpa Silicon-Carbon Anode Project on Track for June Trial Production
Key Highlights Epuno (埃普诺), a fast-growing Chinese silicon-carbon anode producer, is on track to begin trial production at its 60,000 tpa silicon-carbon anode project in Xingtai, Hebei Province, by June 2026. The project, located in the city’s High-tech Zone, involves a total investment of ¥2.4 billion (~$348 million) and will house three silicon-carbon anode production […]
ITC Votes Negative on Chinese Active Anode Material – AD/CVD Duties Will Not Be Imposed
Key highlights In a 2-1 decision, the U.S. International Trade Commission (ITC) has made negative final determinations in its antidumping duty and countervailing duty investigations regarding active anode material (AAM) from China. In a surprise decision, the Commission found that imports of Chinese AAM are not preventing the establishment of a domestic U.S. industry. Despite […]
Kaijin New Energy: Aggressive Expansion Across China and Beyond
Key Highlights Kaijin New Energy (凯金新能源) is scaling rapidly across multiple Chinese provinces and beginning to explore overseas expansion. Key developments include a 200,000 tpa high-performance anode material project in Gutian County, Ningde (Fujian Province), backed by a total investment of ¥50 billion (~$7.3 billion). Phase 1 is expected to be operational by June 2026, […]
Petroleum Coke Prices Surge Past ¥5,000/t (~$725/t)
Petroleum coke prices in China have broken through the ¥5,000/t mark (~$725/t), a level flagged by Shimo Shixun as a notable threshold for the anode materials industry. Petroleum coke is a key feedstock for synthetic (artificial) graphite anode production, and sustained price increases at this level have direct implications for anode material cost structures and […]
Kaijin Confirms ~$726M, 200K t/y Anode Project in Gutian, Fujian
Key highlights Guangdong Kaijin New Energy Technology has confirmed it will establish a major anode material production base in Gutian County, Ningde, Fujian Province, according to a release from the Gutian County government. The decision followed a visit by a Gutian County investment delegation to Shenzhen, Dongguan, and Guangzhou from 10–12 September, during which the […]