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Regulation Macro

China’s MIIT Seeks Comments on Power Battery Recycling Standards Guide

China’s Ministry of Industry and Information Technology released a draft guide on power battery recycling standards on the 15th, targeting more than 50 national standards to be drafted or revised by 2030. The plan calls for a standards system covering the entire industrial chain and full product lifecycle, aimed at efficient resource use and domestic-international coordination. Power batteries are rich in strategic resources including nickel, cobalt and lithium.

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AI take

This is a standards play, not a subsidy or a ban, and standards are where China has historically converted scale into pricing power. A full-lifecycle framework touching nickel, cobalt and lithium matters most to recyclers and to battery makers whose feedstock economics depend on recovered material, and the explicit domestic-international coordination language signals an intent to shape rules beyond its own market. The open question is whether the draft's 2030 horizon keeps pace with the retirement wave of packs already entering the waste stream.

Generated by AI for reference only.

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