SMM June 30 News: News 13: [15k-ton Waste Li-ion Battery Recycling and Reutilization Project Launched in Linyi, Shandong] Recently, the media released the first public announcement on EIA for the annual 15,000-ton waste LIB recycling and reutilization expansion project. The project involves a total investment of RMB 50 million, located in Yinhe New District, Linyi, Shandong. It consists of a safe storage facility for waste LIBs and one waste LIB recycling and reutilization production line. Upon completion, it will achieve an annual processing capacity of 15,000 tons of waste LIB materials, recycling 12,461.55 tons of waste 3C LIB powder, waste LFP battery powder, waste NCM battery powder, and waste cell powder per year. News 14: [100k-ton Waste Li-ion Battery Recycling and Comprehensive Utilization Project Launched in Changxing, Zhejiang] Recently, the local government released the public notice on the EIA for the LIB full-life-cycle comprehensive utilization base construction project. The project involves a total investment of RMB 82.06 million, located in Xiaopu Town, Changxing County, Huzhou, Zhejiang. It consists of waste LIB recycling & regeneration, cascade utilization, and recycling & dismantling & crushing & regeneration treatment production lines, as well as LIB Pack production, cell testing & sorting, module assembly, and Pack production lines. After reaching full capacity, it will achieve an annual processing capacity of 100,000 tons of waste LIBs and electrode sheets, and an annual output of 3 GWh high-energy Pack battery packs. News 15: [120k-ton Waste New Energy Power Battery Comprehensive Utilization Project Launched in Yangquan, Shanxi] Recently, the ecological environment authority released the public notice on the draft EIA document for the annual 120,000-ton waste new energy power battery comprehensive utilization project (Phase I). The project involves a total investment of RMB 570 million, with Phase I investment of RMB 30 million, located in the Weibo Park of Yangquan High-tech Industrial Development Zone. Phase I consists of an annual 20,000-ton waste new energy power battery dismantling & crushing production line and a 5,000-ton waste new energy battery cascade utilization production line. Upon completion, Phase I will achieve an annual processing capacity of 20,000 tons of waste new energy power batteries and 5,000 tons of cascade utilization. News 16: [15k-ton Waste Power Battery Regeneration Project Launched in Jiande, Zhejiang] Recently, the local government released the EIA public notice for the waste power battery regeneration project. The project involves a total investment of RMB 137 million, located in Hangzhou Jiande High-tech Industrial Park. It consists of newly built dry process workshop, wet process workshop, comprehensive warehouse, and solid waste warehouse, adopting advanced domestic process technologies and equipping with discharging systems, pyrolysis furnaces, leaching kettles, impurity removal kettles, etc. Upon completion, it will achieve an annual processing capacity of 15,000 tons of waste power batteries and 10,000 tons of LFP battery black mass. News 17: [10k-ton LFP Black Mass Production Line Construction Project Launched in Tongren, Guizhou] Recently, the local economic development zone released the pre-approval public notice on the EIA report for the annual 10,000-ton LFP black mass production line construction project at the industrial base. The project involves a total investment of RMB 42.69 million, located on the reserved land of the existing plant area in the economic development zone. It consists of one 10,000-ton LFP black mass oxidative lithium extraction production line, which uses LFP battery black mass through acid leaching, impurity removal and other processes to produce lithium sulfate solution. Upon completion, it will achieve an annual output capacity of 27,519 tons of lithium sulfate solution.

Recently, the ecological environment authority released the public notice on the draft EIA document for the annual 120,000-ton waste new energy power battery comprehensive utilization project (Phase I). The project involves a total investment of RMB 570 million, with Phase I investment of RMB 30 million, located in the Weibo Park of Yangquan High-tech Industrial Development Zone. Phase I consists of an annual 20,000-ton waste new energy power battery dismantling & crushing production line and a 5,000-ton waste new energy battery cascade utilization production line. Upon completion, Phase I will achieve an annual processing capacity of 20,000 tons of waste new energy power batteries and 5,000 tons of cascade utilization.

Recently, JISCO successfully developed 1100G high-performance aluminum foil stock for new energy power batteries, injecting critical new material momentum into the new energy power battery industry. The aluminum foil stock developed in this R&D effort achieved significant optimization in core performance indicators, with outstanding overall performance: its tensile strength reached or exceeded 260 MPa, an improvement of 20 MPa over the previous product; elongation reached or exceeded 4%, an increase of 1 percentage point; double-sided pinhole defects were strictly controlled to within 0.04 per m², nearly achieving the ideal standard of zero pinholes, successfully realizing a leapfrog upgrade in aluminum foil stock performance.

The following is a summary of the progress on recall events this week:

Recycling Industry Events This Week (April 4.20-4.24)

Recently, the first public notice for the environmental impact evaluation of the annual high-quality recycling of 150,000 tons of new energy power batteries comprehensive utilization project by Jiangsu Zhenghe Xinrui New Energy Technology Co., Ltd. was released. Upon completion, the project will have an annual capacity to process 150,000 tons of new energy power batteries. It will be built in two phases: Phase I processes 100,000 tons of new energy power batteries annually and includes a metal research laboratory; Phase II processes 50,000 tons annually.

On March 17, an environmental protection technology company in Yangquan proposed the construction of the "Annual 120,000-ton Spent New Energy Power Battery Comprehensive Utilization Project." Phase I of the project involves the dismantling and crushing of 20,000 tons of spent new energy power batteries and the cascade utilization of 5,000 tons of spent new energy batteries.

Progress on This Week's Recycling Incidents Was as Follows:

With the arrival of the large-scale retirement period for the first batch of NEV power batteries in China, a massive "urban mine" is taking shape. It is projected that the volume of retired power batteries in China will reach 820,000 mt in 2025 and exceed the 4 million mt threshold starting in 2028. By 2030, the domestic power battery recycling market size is expected to surpass 100 billion yuan. In response to the approaching wave of battery retirements, various regions are accelerating their strategic layouts. On December 17, the People's Government of Xiajiang County, Ji'an City, Jiangxi Province, published the "First Public Notice on the Environmental Impact Assessment for the Expansion Project of Jiangxi Huili New Material Co., Ltd.'s Annual Processing of 15,000 mt of Retired LFP Batteries" on its official website, marking the official launch of the construction process for this battery recycling project with a total investment of 30 million yuan. Public information indicates that the company already operates a sizable end-of-life battery recycling project in the Chengnan Industrial Park of Xiajiang County, with an annual capacity for second-life application of 32,000 mt of retired power batteries, covering both LFP and ternary batteries. The expansion project, with a planned investment of 30 million yuan, will utilize existing factory buildings and add a new advanced production system including oxygen-free crushing and oxygen-free pyrolysis. The project scale is set at an annual processing capacity of 15,000 mt of retired LFP batteries. On December 18, the People's Government of the Suburban District of Yangquan City officially released the "Second Public Notice on the Environmental Impact Assessment for the Comprehensive Utilization Project of Yangquan Wanlitong Environmental Protection Technology Co., Ltd.'s Annual Processing of 120,000 mt of Scrap New Energy Power Batteries." According to the announcement, the project is located in the Weibo Park of the Modern Equipment Manufacturing Industrial Park in Yangquan High-tech Industrial Development Zone, with a total floor area of 136,000 m². The project plans to purchase scrap lithium battery processing equipment and establish a total of 12 production lines to achieve the ultimate goal of annually processing 120,000 mt of scrap new energy power batteries. The project adopts a steady, phased approach. The first phase will initially establish a capacity for disassembly and crushing of 20,000 mt of scrap batteries and a capacity for second-life application of 5,000 mt of scrap batteries. This layout of "second-life application + disassembly recycling" aligns with the industry's common technical pathway for maximizing the value of retired batteries. On December 22, the official website of Shan County Government released the "Pre-Approval Public Participation Announcement for the Environmental Impact Assessment of the Comprehensive Reuse Project of Shandong Yazhou Jinshu Xunhuan Liyong Environmental Protection Co., Ltd.'s Annual Processing of 100,000 mt of Scrap Lithium Batteries." Based on the announcement information, the project is located in the Shan County Chemical Industry Park with a total investment as high as 650 million yuan. Its technical route is clear and well-defined: it plans to process 100,000 mt of scrap lithium batteries annually, comprising 60,000 t/a of LFP single cells and 40,000 t/a of ternary lithium single cells. The project will establish a complete system including crushing and sorting, oxygen-free pyrolysis, and metal recovery, aiming to efficiently extract key strategic metals such as lithium, cobalt, nickel, and manganese from retired batteries to achieve resource recycling and reuse. On December 23, the Ecology and Environment Bureau of Guangzhou City, Guangdong Province, issued an acceptance announcement for the environmental impact report of the "Guangdong Province New Energy Circular Economy Zero-Carbon Smart Industrial Park Guangzhou Headquarters—Retired Power Battery and Waste Lithium Battery Comprehensive Utilization Project." Using 30,000 t/a of waste lithium-ion battery packs (assemblies) as raw materials, the project will produce second-life batteries through a second-life application process. Using 20,000 t/a of waste lithium-ion battery cells (including 900 t of waste lithium-ion cells obtained from the disassembly of waste lithium-ion battery packs (assemblies)) as raw materials, the project will produce ternary battery mixed powder and LFP battery mixed powder as main products, and aluminum granules and battery casings as by-products through a crushing and screening process.

【Yangquan City Launches 120,000-ton Waste New Energy Power Battery Comprehensive Utilization Project】 On December 18th, the Yangquan City Suburban District People's Government officially released the "Second Public Notice for the Environmental Impact Assessment of the Annual Processing of 120,000 Tons of Waste New Energy Power Battery Comprehensive Utilization Project" by an environmental technology company in Yangquan. According to the announcement, the project is located in the Weibo Park of the Modern Equipment Manufacturing Industrial Park within Yangquan High-tech Industrial Development Zone, with a total construction area of 136,000 square meters. The project plans to purchase waste lithium battery processing equipment to establish a total of 12 production lines, aiming to achieve the ultimate goal of annually processing 120,000 tons of waste new energy power batteries.