Source: Christopherchico
The EU's recycled-content mandates target cobalt, lithium, nickel, and lead—metals dominant in current battery chemistries—but the market is shifting toward LFP (lithium iron phosphate) batteries that contain none of these materials. Manufacturers can comply by reformulating supply chains at cost, or simply adopt cheaper, cobalt-free chemistries that sidestep the regulation's intent entirely. The gap between when regulators codify technical specs and when technology preferences shift is creating a real friction point in climate policy execution.