China's lithium carbonate imports to recover in November

LICO Materials and Ather Energy have partnered to establish a collection and recycling system for end-of-life lithium-ion batteries from electric two-wheelers in India. Batteries from Ather's EV fleet will be processed at LICO's recycling facility in Karnataka. LICO stated that its recycling technology can recover up to 95% of valuable battery materials, including lithium, nickel, cobalt, graphite and copper. The recovered materials will be supplied back to battery cell manufacturers and automotive OEMs, supporting a circular battery supply chain. The partnership aligns with India's Battery Waste Management Rules, 2022 and is expected to strengthen domestic critical mineral recovery while reducing reliance on imported battery raw materials.

India's Ministry of Heavy Industries (MHI) has launched a global tender to select companies for establishing 10 GWh of Advanced Chemistry Cell (ACC) manufacturing capacity dedicated to grid-scale stationary energy storage applications. The project is part of India's Production Linked Incentive (PLI) Scheme for ACC Battery Storage. Tender documents were released on 15 July 2026, with bid submissions closing on 13 October 2026. The 10 GWh capacity forms part of India's broader 50 GWh ACC manufacturing program, backed by a government incentive budget of ₹18,100 crore, aimed at strengthening domestic battery manufacturing and reducing reliance on imported battery technologies.

Zhongke Electric (300035) Sees New Progress in Its Integrated Project for Annual Output of 300,000 mt of Lithium-Ion Battery Anode Material in Luzhou, Sichuan! Recently, the Luzhou Municipal Bureau of Ecology and Environment issued a public notice regarding the proposed approval opinions on the environmental impact assessment documents for the integrated construction project of a lithium battery anode material facility with an annual output of 300,000 mt, dated July 22, 2026.