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Industry

China EV materials supply chain shifts, with scrapped cars and used batteries seen as key resources by 2050

A study finds China could meet a large share of key materials needed for future electric vehicle production by recycling scrapped EVs and used batteries. While EV adoption boosts new mineral demand, the analysis says end-of-life vehicles and batteries could become major sources of battery and motor materials over coming decades. The outlook varies by material, and depends on technology shifts, policy and how quickly collection and recycling systems are built.

Industry

L&F Plus ships first trial output from South Korea\'s first LFP cathode mass production line

South Korea\'s LFP cathode supply chain is moving toward full operation following its first shipment, L&F said. Its wholly owned unit L&F Plus shipped trial-production output made on the country\'s first LFP cathode mass production line on July 31. The company plans to begin full-scale mass production by the end of the third quarter after customer evaluations and process stabilisation. L&F Plus is expanding its customer base, including deals with Samsung SDI and U.S. battery company CoreShell Technology.

Mobility

Colorado makes automakers responsible for EV waste batteries, bans landfilling from 2029

Colorado will put responsibility for collecting and processing waste electric vehicle batteries on automakers, aiming to institutionalise a recycling system as EV adoption increases. Under the SB26-003 bill signed in June, manufacturers must retrieve batteries that have reached the end of their life or are no longer used by owners and manage collection, reuse, recycling and disposal. The state will also phase out landfilling, banning landfills from accepting EV batteries from July 2029.