Even the busiest streets of Shanghai have become noticeably quieter as sales of electric vehicles (EVs) skyrocketed in China, with charging points mushrooming in residential compounds, car parks and service stations across the megacity.
Many Chinese drivers have upgraded their conventional vehicles to electric ones – or already replaced old EVs with newer models – incentivised by the government’s generous trade-in policies, or tempted by the latest hi-tech features such as controls powered by artificial intelligence (AI).
“Different from conventional cars, EVs are more like fast-moving consumer goods, like smartphones,” explained Mo Ke, founder and chief analyst of Tianjin-based battery-research firm, RealLi Research. Their digital systems can become outdated quickly, so Chinese people typically change their EVs after five or six years while a conventional car can be driven much longer, he told Climate Home News.
EV sales surpassed 16 million in China last year. Roughly 10% of all vehicles on the road were electric, and half of all new vehicles sold carried a green EV number plate, with an average of 45,000 EVs rolling off the production lines each day.
But while fast-growing EV uptake is good news for Chinese EV and battery manufacturers, it is creating a huge volume of spent batteries.
Tsunami of spent batteries
Last year, China generated nearly 400,000 tonnes of old or damaged power batteries, largely consisting of vehicle batteries, according to government data. That is projected to rise to one million tonnes per year in 2030, officials forecast.
The growing waste problem has spurred the government to launch a series of new policies aimed at regulating the country’s battery recycling industry, which though well-established is marked by a high degree of informality – especially in the lucrative repurposing sector where discarded EV batteries are given a new lease of life in less energy-intensive uses, such as power storage.
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China is determined to build a “standardised, safe and efficient” recycling system for batteries, Wang Peng, a director at China’s Ministry of Industry and Information Technology, told a press conference as the government launched a recycling industry push in mid-January.
A policy paper published by the government last month detailed Beijing’s plans to mandate end-of-life recycling for EVs together with their batteries to prevent them from entering the grey, informal market, and establish a digital system to track the lifecycle of every battery manufactured in the country. Under the plans, EV and battery makers will be held responsible for recycling the batteries they produce and sell.
“The volume of the Chinese market is too big, so it has to take actions ahead of other countries,” Mo said, adding that he expected the government to release more details about implementation of the plans in the near future.
Critical minerals choke point
China’s strategy for the battery recycling sector could also prove a boon for the world’s largest battery producer by bolstering its supply of minerals such as lithium, cobalt, nickel and manganese.
Along with the looming large-scale battery retirement, policymakers’ focus on battery recycling also reflects concern about critical minerals supplies, said Li Yifei, assistant professor of environmental studies at New York University Shanghai. “The government also felt the increasing pressure of securing resources,” he told Climate Home News.
“When you set up an efficient battery-recycling system, you essentially secure a new source for critical minerals, and that can help you enhance economic security. That’s why the industry is so important,” Lin Xiao, chief executive of Botree Recycling Technologies, a Chinese company offering battery-recycling solutions, told Climate Home News.
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China dominates global refining of several minerals critical for producing EV batteries, but it still relies on imports of the raw materials – a choke point Beijing is acutely aware of, industry experts say.
China imports more than 90% of its cobalt, nickel and manganese, which are important ingredients for EV batteries, Hu Song, a senior researcher with the state-run China Automotive Technology and Research Centre, told China’s CCTV state broadcaster in June 2025. For lithium, the figure was around 60% in 2024, according to a separate report.
“If [those] resources cannot be recycled, then we will keep facing strangleholds in the future,” Hu said.
Big players gain ground
Spent EV batteries can be reused in settings that have lower energy requirements, such as in two-wheelers or energy-storage systems. When they become too depleted for repurposing, they can be scrapped and shredded into “black mass”, a powdery mixture containing valuable metals that can be recovered.
Reflecting the size of China’s EV market, the country already dominates global battery recycling capacity. It is home to 78% of the world’s battery pre-treatment capacity, which is for scrapping and shredding, and 89% of the capacity for refining black mass, according to 2025 forecasts by Benchmark Mineral Intelligence, a UK firm tracking battery supply chains.
A number of large corporate players have emerged in the sector in recent years.
Huayou Cobalt, a major producer of battery minerals, has built a business model for recycling, repurposing and shredding old batteries, as well as refining black mass and making new batteries using recovered materials.
It recently signed a deal with Encory, a joint venture between BMW and Berlin-based environmental service provider Interzero, to develop cutting-edge battery-recycling technologies, with their first joint factory set to open in China this year.
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Suzhou-based Botree Recycling Technologies has developed various solutions to turn retired power batteries into new ones. Meanwhile, Brunp Recycling, the recycling arm of Chinese battery giant CATL, has built large factories to recycle lithium iron phosphate (LFP) batteries, a type of lithium battery that does not use nickel or cobalt, as well as nickel manganese cobalt (NMC) batteries, which are more popular outside of China.
But Mo, of RealLi Research, said much remains to be done to regulate and formalise the battery recycling industry.
Underground workshops
Across China, small underground workshops plague the repurposing sector, rebundling depleted batteries for sale without following industry standards or complying with health and safety requirements.
Because these operators have lower operational costs, they are able to offer higher prices to EV owners to buy their old batteries, undercutting formal recycling companies.
“This creates distortions in the market where legitimate players, who invest in proper detection, hazardous waste treatment and compliance, struggle to compete purely on price,” a spokesperson at CATL, the world’s largest battery manufacturer, told Climate Home News.
Despite such challenges, CATL’s Brunp subsidiary produced 17,100 tonnes of lithium in 2024 from the 128,700 tonnes of depleted batteries it recycled that year, according to CATL’s annual report.
Recycling expertise in demand
Since it was founded in 2019, Botree has formed partnerships with several major clients, which together recycle about half of China’s power batteries, the company’s CEO Lin said.
As other countries grapple with rising volumes of spent batteries, Chinese recyclers are also finding new foreign markets for their know-how.
Botree has joined forces with Spanish consulting firm ILUNION and renewable energy company EFT-Systems to build a factory to recycle LFP batteries in Valladolid.
The plant, scheduled to start operation in 2027, will be able to recycle 6,000 tonnes of LFPs annually when it opens, accounting for roughly 15% of demand in the Spanish market.
“(The companies) tell us what batteries they recycle and what battery materials they want to regenerate,” Lin said. “We can design a complete process for them.”
The post China maximises battery recycling to shore up critical mineral supplies appeared first on Climate Home News.
China maximises battery recycling to shore up critical mineral supplies
Fifty-six years after the first one rallied 20 million people across America, “we need to do things that make us feel more powerful.”
From our collaborating partner Living on Earth, public radio’s environmental news magazine, an interview by host Steve Curwood with environmental historian Adam Rome.
It was the second defeat for the Trump administration’s unusual litigation to stop states from acting on climate change.
In a setback to the Trump administration’s extraordinary legal campaign against state climate action, a federal judge threw out the Justice Department’s lawsuit seeking to prevent the state of Hawaii from suing oil companies for damages.
Judge Dismisses Trump Administration’s Bid to Block Hawaii Climate Lawsuit
Climate Change
DeBriefed 17 April 2026: Fossil-fuel power slumps | ‘Super’ El Niño warning | Afghanistan’s climate struggle
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Oil prices rebound
OIL UP AGAIN: Oil prices surged by more than 7% and back above $100 a barrel on Monday after US-Iran peace talks faltered and US president Donald Trump ordered the blockading of Iranian ports, reported BBC News. The jump came after prices fell last week in the wake of the announcement of a conditional two-week ceasefire, it said.
RESCUE PLANS: European countries unveiled plans to protect citizens and businesses from rising energy prices. Ireland announced a support package worth €505m, reported BBC News, while Germany agreed on measures worth €1.6bn, said Bloomberg. Meanwhile, Reuters reported on a draft EU proposal due to be unveiled next week that would see the bloc reduce electricity prices and roll out clean energy more quickly in response to the crisis.
UNSOLICITED ADVICE: Trump renewed his criticism of UK energy policy and called on the government to “drill, baby drill”, reported the Independent. Via social media, the president said: “Europe is desperate for energy, and yet the United Kingdom refuses to open North Sea oil, one of the greatest fields in the world. Tragic!!!” (See Carbon Brief’s recent factcheck of various false claims about the North Sea.)
Around the world
- C-WORD: Faced with pressure from the US, countries attending spring meetings of the International Monetary Fund and World Bank were urged to “not mention the climate”, reported the Guardian. It added that plans to agree a new “climate change action plan” for the World Bank “may be shelved, along with substantive discussion of the climate crisis”.
- NEW DIRECTION: Péter Magyar’s landslide victory over Victor Orbán in Hungary’s elections “presents new opportunities for the country to reduce emissions and invest in clean energy”, reported Time. Carbon Brief explored what it means for European climate action.
- ‘FURNACE’ SUMMER: There was widespread coverage – including in the Boston Globe, ABC News, CNN, Euro Weekly News, Guardian and New Scientist – of warnings from meteorologists of the development of a “super” El Niño phenomenon that could ramp up temperatures and drive extreme weather.
- ANTALYA COP: The Turkish government unveiled the dates and venues for the “leaders’ summit” segment of November’s COP31 conference, according to Climate Home News.
- PACIFIC PRE-COP: Meanwhile, the Guardian reported that Tuvalu will host a special meeting of world leaders before the climate summit in Antalya.
€10bn a year
The amount of state support that French prime minister Sébastien Lecornu has pledged for electrification through to 2030 in a bid to reduce the country’s dependence on fossil fuels. In a speech late on Friday 10 April, Lecornu noted the figure amounted to a “doubling” of existing support.
Latest climate research
- Over a four-month period of 2023, more than 70% of editorials discussing net-zero in four right-leaning UK newspapers included “at least one misleading statement” | Climate Policy
- Air pollution from global transport currently has a net cooling effect that offsets 80% of the warming impact of the sector’s CO2 emissions | npj Climate and Atmospheric Science
- The incorporation of “observational constraints” into climate-model projections suggests that the Atlantic Meridional Overturning Circulation could weaken by 50% by 2100 in a medium-emissions scenario | Science Advances
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
Analysis by the Centre for Research on Energy and Clean Air (CREA) found that global electricity generation from fossil fuels fell in the first month of the closure of the Strait of Hormuz. Across all countries with real-time electricity data outside of China, coal-fired power generation fell 3.5% and gas-fired power generation fell 4.0%, according to CREA. This was offset by a rise in solar power and wind generation, which increased by 14% and 8%, respectively. Hydropower generation also saw a small increase, the analysis showed, but this was “more than offset” by a drop in nuclear power generation.
Spotlight
How climate change affects Afghan lives
This week, Carbon Brief reports on the impact of climate change in Afghanistan, following deadly floods this year.
Earlier this month, heavy rains, flash floods and landslides struck large parts of Afghanistan, damaging thousands of homes, destroying crops, bridges and roads and taking nearly 100 lives.
The flooding – reported to have affected 74,000 people in 31 of 34 provinces – is the latest weather-related catastrophe to afflict the nation, whose communities have suffered the brunt of repeated flash floods, droughts and landslides in recent years.
Hameed Hakimi, non-resident senior fellow at the Atlantic Council’s South Asia Center, told Carbon Brief the recent floods would hurt livelihoods and food security, noting reports of destroyed wheat and rice crops in the most affected eastern parts of the country. He said:
“This is common. For at least a decade now, [we have seen] these flash floodings and the damage that happens to rural life, farming, the disruption to crops…Flash flooding physically eats up the land. So, it not only damages where people live, but also people’s livelihoods, based on what they grow.”
The damage to crops will be felt acutely, he explained, given that food security in the landlocked nation is already strained by the blockage of its main transit trade artery through Pakistan and international sanctions that have frozen long-term development aid.
Speaking to Carbon Brief, Abdulhadi Achakzai, founding CEO of the Environmental Protection Trainings and Development Organization (EPTDO), an Afghan NGO, described flooding in Afghanistan as a “chronic situation”.
Achakzai, whose organisation runs projects that help urban and rural communities adapt to climate impacts, says climate change hurts the country in four key ways: extreme drought; extreme temperature; “natural hazards”, including landslides and dust storms; and, finally, flash flooding. He said:
“Climate change is a serious matter in Afghanistan. Every nation and every corner within this country is severely affected.”
Ranked 176 of 187 on the University of Notre Dame “global adaptation index”, Afghanistan is among the countries most vulnerable to climate change.
Average temperature across the country has increased from 12.2C in 1960 to 14.2C in 2024, according to the World Bank’s climate change knowledge portal. Drought is widespread, severe and persistent – harming food and water security in a nation of subsistence farmers.
Meanwhile, extreme weather events are the leading driver of internal displacement in the country. More than three-quarters of the 710,000 people who relocated within Afghanistan in 2024 did so driven by “environmental hazards”, such as drought and flood, according to a recent climate vulnerability assessment from the International Organization for Migration.
Finance struggles
Despite feeling the impacts of extreme weather, Afghanistan has been barred from UN climate negotiations and had limited access to climate finance since 2021. (The government attended COP29 in Baku as guests of the Azerbaijan hosts, but did not take part in formal negotiations.)
This is because the international community does not recognise the Taliban government, which resumed power in 2021, due to its record on human rights and its repression of women and girls in particular.
Almost all financing from key climate funds has been suspended, with the exception of a few projects where UN agencies and NGOs act simultaneously as a “requesting” and “implementation” partner.
Aid from UN climate funds fell from $5.9m annually over 2014-20 to $3.9m annually over 2021-24, according to recent analysis by the Berghof Foundation. Multilateral development banks provided a further $337m of funds badged as “climate finance” over 2021-23, it said.
By comparison, Afghanistan’s national climate plan, submitted to the UN Framework Convention on Climate Change (UNFCCC) in 2016, requested $17.4bn in climate finance over 2020-30. An updated national climate plan seen by Carbon Brief – completed in 2021 and later endorsed by the Taliban government, but not accepted by member governments of the UNFCCC – called for $20.6bn through to 2030.
Achakzai, whose organisation attends the COP climate summit each year in an observer capacity, has in the past been the sole delegate from Afghanistan to the conference.
He is calling on the UNFCCC to accept the country’s latest climate plan – and to find an “alternative solution” that would give the people of the country a voice in negotiations. He said:
“Every year we are losing hundreds, thousands of people because of climate change-related matters. Every year we are losing hundreds, thousands of hectares of crops. We are affected by [the decisions of] other countries. Why are we not part of this process?”
Watch, read, listen
BLOSSOM WATCHER: The Guardian reported on the successful search to find a researcher to continue Japan’s 1,200-year cherry blossom record.
COP OUT: Deutsche Welle spoke to experts to understand why India walked away from its bid to host COP33 in 2028.
‘BOMBS AND PORN’: The New Republic looked at who is set to benefit from the rapid build-out of energy-intensive AI datacentres.
Coming up
- 20-24 April: Intergovernmental Panel on Climate Change (IPCC) working group one report author meeting, Santiago, Chile
- 22 April: Earth day
- 22 April: Launch of third edition of the Lancet Countdown’s Europe report
- 24-29 April: First conference on transitioning away from fossil fuels, Santa Marta, Colombia
Pick of the jobs
- International Organization for Migration, senior thematic associate (climate action) | Salary: UN G-6 salary grade | Location: Dakar, Senegal
- Climate Action Network UK, several board member roles | Salary: Unknown. Location: Unknown
- UK Department for Energy, Food and Rural Affairs, G7 science lead | Salary: £56,375. Location: Bristol, London, Newcastle-upon-Tyne or York, UK
- Save the Children UK, senior climate change advisor | Salary: £62,000-£65,000. Location: London
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.
The post DeBriefed 17 April 2026: Fossil-fuel power slumps | ‘Super’ El Niño warning | Afghanistan’s climate struggle appeared first on Carbon Brief.
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