How Chinas EV Battery Recycling Race Is Heating Up

China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets · Jul 1, 2026 · 8m · transcript

China produces over 70% of the world's lithium-ion batteries, but a wave of used EV batteries is about to hit the recycling stream. In this episode, Lucas and Luna examine how Beijing is racing to build a closed-loop supply chain for battery materials, the companies positioning themselves in the recycling sector, and whether this could reduce China's reliance on imported lithium and cobalt. They discuss the economics of recycling vs. mining, the regulatory push from Beijing, and why recyclers are still struggling to turn a profit. Plus, a look at how this ties into trade tensions…