A wave of Chinese lithium investment commitments in August 2026 — spanning Argentina, Zimbabwe, and Nigeria — reveals a sector reshaped by two years of price pain.
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China's installed solar PV capacity reached 1.299 billion kilowatts by end of August 2026, overtaking coal-fired generation to become the country's single largest power source. The milestone arrives as total generation capacity grows 11.
China's largest electric two-wheeler manufacturer is pushing into African commercial motorcycle markets while acquiring a budget domestic brand for $152 million ($151.7 million). Yadea's H1 2026 profit fell approximately 27% year-on-year, from $245 million to $179 million.
Volkswagen Group and Gotion High-Tech are expanding their battery joint venture with three new production lines in Europe and Morocco totalling 37.