Implications for the carrying capacity of lithium reserve in China

• Annual and cumulative demand of lithium were predicted.
• Cumulative demand for lithium under different recycling scenarios was addressed.
• The future CE and EV industry, and EoL products recycling were prospected.

China is a major supplier of rechargeable lithium batteries for the world's consumer electronics (CE) and electric vehicles (EV). Consequently, China's domestic lithium resources are being rapidly depleted, and the development of the CE and EV industries will be vulnerable to the carrying capacity of China's lithium reserves. Here we find that lithium demand in China will increase significantly due to the continuing growth of demand for CE and the briskly emerging market for EV, resulting in a short carrying duration of lithium, even with full recycling of end-of-life lithium products. With these applications increasing at an annual rate of 7%, the carrying duration of lithium reserves will oblige the end-of-life products recycling with a 90% rate. To sustain the lithium industry, one approach would be to develop the collection system and recycling technology of lithium-containing waste for closed-loop lithium recycling, and other future endeavors should include developing the low-lithium battery and optimizing lithium industrial structure.

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