// circular economy

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China's EV recycling advantage could reshape global battery supply

China's dominance in EV manufacturing creates a closed-loop opportunity that Western competitors lack: as its massive fleet of first-generation EVs reaches end-of-life, recycled batteries and materials can feed directly back into production, reducing dependence on mined lithium and cobalt. Chinese manufacturers gain a structural cost advantage that compounds over time, allowing them to undercut rivals on input costs while meeting circular economy standards that appeal to Western regulators and consumers.

Right to Repair Startups Now Sell Broken Devices as Teaching Tools

Team Repair is monetizing repair education by intentionally shipping broken electronics to consumers who want to learn hands-on skills—reversing the typical e-waste flow and creating a direct revenue model from something previously discarded. It solves two problems simultaneously: manufacturers' reluctance to support repairability, and consumers' growing frustration with planned obsolescence, turning a compliance gap into a new product category. The model treats repair knowledge as a marketable skill in a sector where manufacturers have systematically eliminated repair as an option rather than a choice.

Waymo's Used Robotaxi Batteries Find Second Life in Grid Storage

Waymo and B2U Storage Solutions are creating a closed-loop supply chain where degraded EV batteries—no longer efficient enough for autonomous vehicles but still holding 70-80% capacity—become grid-scale energy storage. This partnership addresses a concrete problem in EV adoption: disposing of millions of batteries reaching end-of-life over the next decade. It also provides utilities cheaper storage than new battery packs, which could accelerate grid decarbonization in regions with high renewable penetration.