2nd Stop of 2025 SMM APAC Lead-Acid Battery Industry Conference Field Trip: Thang Long Metallurgy Company Limited
Why Thang Long Metallurgy was chosen
Thang Long Metallurgy is one of Vietnam’s leading enterprises in non-ferrous metal production, hazardous-waste treatment, and lead-product supply.
Given the broader context of LABC2025 — which aims to address the growing lead-acid battery supply chain in Southeast Asia, especially Vietnam — the company stands out as a critical player.
Their operations, combining advanced metallurgical processes, environmental compliance, and production scale, make them a fitting “real-world case study” for conference delegates curious about supply chain realities.
What the delegation saw: plant, processes & capacity
During the field trip, delegates toured the Thang Long plant, witnessing the production and smelting processes firsthand.
As per public records, Thang Long has been approved to operate at an annual capacity of up to 86,750 metric tonnes — under a non-ferrous metal production and smelting plant permit from Vietnam’s environmental authority.
This backdrop likely helped participants appreciate the scale and complexity of lead sourcing and smelting — a foundational link in the lead-acid battery supply chain.
Key takeaways: market insight & industry challenges
The visit deepened the delegation’s understanding not just of “how lead is made,” but also of broader market situation and structural challenges. According to the post-visit summary, they gained insight into product quality, technological maturity, and the “real status” of corporate development at Thang Long.
One underlying challenge emerging from the conference framing: while Vietnam’s battery demand is surging (driven, for example, by motorcycle demand), domestic smelting and lead-ingot production remains a bottleneck. That structural constraint helps explain why Vietnam imports a substantial quantity of lead ingots annually.
Hence, visits like these help link “on-ground production realities” to broader supply-chain pressures — an important perspective for battery manufacturers, raw-material suppliers, and investors alike.
Soft outcomes: cooperation, networking & future potential
At the end of the plant tour, delegates and Thang Long management took a group photo — symbolizing a friendly, cooperative atmosphere and the beginning of deeper exchanges.
The organizers commented that this visit “fosters deeper cooperative friendship” between SMM (the conference organizer) and Thang Long, with expectations of more in-depth cooperation in the future.
Given that LABC2025 brings together smelters, battery manufacturers, raw-material suppliers, and recyclers, this kind of company-level engagement may pave the way for future partnerships — from raw-material supply arrangements to joint development or recycling initiatives.
Significance for the lead-acid battery industry & what it signals going forward
This field trip underscores a reality often glossed over in conference presentations: that the supply of lead — a critical raw material for lead-acid batteries — depends on complex, capital-intensive, environmentally sensitive metallurgy and smelting operations. Without robust smelters like Thang Long, the lead-acid battery boom in Southeast Asia could face supply-side bottlenecks.
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