China's EV recycling advantage could reshape global battery supply
Source: Ars Technica
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.