Here is another article with that details : https://www.techspot.com/news/112051-japan-finds-way-recover...
Lead acid batteries had a similar trajectory and modern lead acid batteries are effectively 100% recycled.
Case in point - lead acid batteries are not a fair comparison. A lead acid battery is so robust you can separate the cathodes and anodes with your (gloved) hands. Getting the elements out of a lead battery is like picking pieces of pepperoni off of a pizza. Whereas taking lithium out of a lithium cell is like pulling only a certain protein out of a roll of bologna. And the protein catches fire in contact with air.
FWIW neither lithium metal nor most Li-ion electrode chemistries autoignite in air at STP. The fire hazard is primarily due to heating up to the ignition temperature through short circuits though there are also exothermic reactions with e.g. water that can heat things up sufficiently.
Being the eager electron donor it is, once it is on fire it is very hard to put out, of course.
My dad bought a recycled lorry battery off them in the late 70s, and I remember going to the place to pick it up. I can't imagine it was a very safe place to work, and I expect that was pretty much a maximum lifetime exposure to lead in one hit ;-)
One can replace air with pure nitrogen for example, but that complicates things.
" As the United States tightened regulations on lead processing to protect Americans over the past three decades, finding domestic lead became a challenge. So the auto industry looked overseas to supplement its supply. In doing so, car and battery manufacturers pushed the health consequences of lead recycling onto countries where enforcement is lax, testing is rare and workers are desperate for jobs. "
https://www.nytimes.com/2023/03/20/world/americas/car-batter...
https://www.nytimes.com/interactive/2025/11/18/world/africa/...
As an Indian this is exactly one of the reasons why I am afraid of EV boom. All of that bad stuff, which we are mostly unfamiliar with (in terms of how to handle it properly, because battery tech is always changing) is going to dumped in places like India. And would silently sustain the bad effects for many decades or even more, until it (the bad stuff) somehow reaches some developed country (probably never).
I had the impression that India is quickly turning rich enough to say no to things like this.
This is recently (2010) in California even: https://en.wikipedia.org/wiki/Exide_lead_contamination
Still, the overall benefit might be seen as positive for lithium from shifting widespread air pollution from combustion engines to more localized pollution. Though obviously the world needs to work on better processes for the local pollutants.
Plenty of substances we don't mine elementally are not worth recycling. The main advantage with lithium is it tends to go into large volumes of standardised chemistries.
The article doesn't really give us the details which is a pity.
Getting rid of all that waste material from Galena was maybe a different incentive structure but yeah.
The main thing actually holding back the recycling industry is the lack of batteries that need recycling, not the lack of technology needed to recycle them. Most of the batteries produced in the last ten years are still being used. And quite a few might head for a second life in storage for another decade or so. It's probably going to be another decade before recycling hits a scale where it becomes a significant and lucrative source of valuable raw materials.
And as others mentioned, it's not just about recycling the lithium in batteries. It's not like cobalt, nickel, copper, graphite, etc. end up on the trash heap.
> The industry standard for the recovery of lithium (remember there is a difference between recovery and extraction) is 90%, with some platforms now achieving 95%+ like those that use carbonation.
https://www.npr.org/2026/07/13/nx-s1-5847025/ev-battery-recy...
https://www.npr.org/2026/03/02/nx-s1-5706658/electric-vehicl...
https://green-innovation.nedo.go.jp/en/article/liquid-lithiu...
“While these targets have already been achieved at the laboratory level, we are now moving into the phase of mid-scale demonstration,”
https://en.wikipedia.org/wiki/2010_Senkaku_boat_collision_in...
https://www.rusi.org/explore-our-research/publications/comme...
Japan was one of the first countries to be hit with rare-earth export-restrictions by China - going back to 2010. It seems that a lot of policy came out from this unpleasant shock, incl. the decision by Toyota to focus on developing FCEVs which would be less dependent on Chinese supply-chains. Ironically, the resulting vacuum may have actually led to Chinese/American companies gaining market share in the BEV space.
Still, given how things are going, FCEVs (and Japan with it) might actually end-up having the last laugh.
Can I ask your reasoning?
Currently hydrogen is just oil with extra steps. Efficient electrolysis either needs ultra-rare materials like iridium and platinum, or exotic ceramics for continuous high-temperature electrolysis.
I personally can't see how this arrangement can supplant oil and batteries.
FCEVs make no sense if you have plenty of fossil fuel or access to cheap lithium batteries. But if you see hydrogen as a less resource-bottlenecked way to store energy, it starts to make sense.
Edit: linked article is also from April.
Furthermore, it's not a remarkable achievement. By contrast to this headline, Redwood Materials claims "Redwood’s technology can recover, on average, more than 95% of materials like nickel, cobalt, copper, aluminum, lithium and graphite in a lithium-ion battery."[0]
For now, NMC remains superior for some high performance applications, as well as for high-end laptops and phones. Yes, there are "myriad" problems with nickel and cobalt. These problems will diminish as scale makes recycling economically competitive to virgin material mining.
At some point the number of EV batteries being disposed will approach equilibrium to the number of new vehicle batteries manufactured. When this happens the amount of virgin nickel and cobalt needed will also approach zero.
All of these metals are already almost fully recycled (not sure about graphite). Lithium is the toughest to recycle and it's not solved yet, so it's right to focus on that, because there will be a lot of lithium electrolyte to dispose in the near future.
Many processes could recover the inputs. Some are tremendously polluting. Cheap methods to recover lead from older lead-acid car batteries would be an example, or the way scavengers burn plastic insulation of recovered copper wiring.
TL;DR exernalities and economics and pollution drive recycling issues, not % recovery at this point. We know how to recover a lot of the inputs. Knowing how to industrialise and scale it up is what counts.
John McCarthy (of LISP fame) was an (in)famous curmudgeon on USENET, frequently used to say future generations will thank us for making giant collections in the ground of highly valuable recoverable industrial inputs, what we call "rubbish dumps" -He was only partially less wrong, but had a point to make about the cost of inputs to industry vs raw mining costs. If we do come up with a process to strip mine rubbish dumps and send feedstocks in the appropriate directions there's a lot there. Complex plastics, Metals, Organics, Acids, Methane Gas, you-name-it. We already collect and harvest the methane to drive other dump works, the idea of mining the materials isn't "wrong" as much as insufficiently economic right now against raw material sources.
I'm so tired of reading articles written by LLM. There are several sites that just ingest material (like studies) and crap out low-effort LLM articles.
https://www.nature.com/articles/s41467-025-61481-y
https://interestingengineering.com/energy/china-recovery-mat...
Australia will sell the raw resource ( hard-rock spodumene ) to anyone that wants a X-year contract - it's on them to process the concentrate (although we are currently building out spodumene processing).
Australia has one of the biggest lithium reserves, and is the biggest producer of lithium by weight, with most of its production coming from mines in Western Australia.
There's also Chile:
Lithium mining in Chile is the second largest in the world in terms of extraction after it was surpassed by Australia in 2012. Chile, like Argentina and Bolivia, is located within the Lithium Triangle, an area of South America that houses the largest known reserves of lithium on the planet.
It might pay to brush up on mineral resources, processing, and global trade patterns before over confidently launching into faux-facts.
Which is a shame, because it has a perfect combination of short-range needs (I mean, look at kei-cars), tons of wonderful places to hang out while charging (toll-way rest areas are so good), rare sub-freezing temperatures in most of the country, mandatory vehicle inspections (which could collect great safety data as well as preventative maintenance), general love of new cars and brand loyalty, lack of political or individual divide of "big gas trucks are manly", mobile-power-station earthquake preparedness (a nice bonus), generally cooperative nation-wide infrastructure...
I guess we just have to hope the main automakers can hold on long enough for solid-state batteries and move faster than a snail's pace when it does.
> In January this year, the government raised the maximum subsidy for EVs by ¥400,000 to ¥1.3 million. While the maximum subsidy for minicar EVs remained unchanged at ¥580,000, many domestic models are receiving the full subsidy amount.
> One EV model benefiting from this subsidy system is Honda Motor Co.’s compact Super-ONE, launched in late May. Originally priced at about ¥3.39 million, including tax, it can be purchased for ¥2.09 million — on par with minicar EVs — when the subsidy is applied. Demand has been overwhelming, with some dealerships temporarily suspending acceptance of orders.
> The Tokyo metropolitan government raised its subsidy cap in July in response to rising crude oil prices caused by the deteriorating situation in the Middle East. Models from Toyota, Honda and Nissan, in principle, can receive subsidies of ¥900,000 or more per vehicle.
If they keep up with these subsidies, I think we could see some pretty rapid adoption of EVs. Charging infrastructure still needs to improve, though.
[1] https://japannews.yomiuri.co.jp/business/companies/20260707-...
If anything the main exceptions to that are exactly the places tourists are most likely to go.
Maybe the most clear indication that Japan isn't a car centric culture was the complete lack of FREE parking space.
Still, if I hop on an express train for an hour away from central Tokyo, every house has a car park and most significant stores have dedicated parking spaces, and I get a vibe of "suburbia with narrower streets". Heck, I get some of that even as close as Kawasaki or southern Tokyo once you're away from major train stations.
Phrases that are equivalent to "full tank every morning with no need for drives to gas pumps" basically don't appear on Japanese Internet. I just googled a bit for Model 3 user reviews in Japanese, and most mentioned items seem to be futuristic experience, various minor QoL and reliability issues like sensors and actuator issues, and disappointing chassis dynamics such as torsional rigidity and suspension designs. Few mention home charging and none as a positive. Fewer mention the CEO as a factor, whose eccentricity is still not widely reported in Japan - Trump/Musk derangement is not fun to watch and media tend to sanewash or simply skip over those.
Though, I think Tesla is also not doing that bad in Japan? I see pre-Highlander M3 and occasional MY Juniper on the road, about as often as Porsche(all models). It's slightly more common than Nissan Sakura, and definitely more common than Ferrari and BYD cars(all models).
Edit: I also think there's a fear of this: wide acceptance of EVs open the door to BYD (or similar) huge takeover of the car market.
https://opengov.jp/en/economy/energy/crude-oil-imports/
Japan (Panasonic) is important baterry cell manufacturer, but most battery cells are exported, not used for domestic EVs. For example Panasonic is supplying batteries for Tesla.
https://en.wikipedia.org/wiki/List_of_electric_vehicle_batte...
Toyota seem to be spartan intentionally.
GWM has them both outflanked they just push comfortable interior as its easier than catching up on any of the other engineering.
Teslas just feel like Jony Ive reinvented the car interior from an artistic design perspective with zero reference to the comfort of the passenger.
So they are not expected in meaningful quantities until the early 2030-s.
And the LFP chemistry has now advanced so much that solid-state batteries might not even matter anymore, except for some niche uses like aviation/drones.
https://en.wikipedia.org/wiki/Hybrid_Synergy_Drive
https://autos.yahoo.com/ev-and-future-tech/articles/toyota-p...
https://www.motor1.com/news/798173/toyota-chairman-reveals-w...
Toyota was seemingly decades ahead at one point with their hybrid cars; but now they have resigned to a defensive position compared to Tesla, Chinese automakers, even the European ones.
It is an interesting situation.
Anecdote: I have a 2014 Leaf, purchased a couple of years ago as the first foray into EVs. It's a great little car, perfect for the daily short trips for which we bought it. Use-case matters!
no. i just found it funny.
> Or is there something more going on?
I remember BYD actually had to design models specifically tailored to the Japanese market (k-car)—their preferences are honestly so bizarre. I think a lot of this comes down to their national character. Once external momentum fades—like the industrial transfers from the US—they seem to lose the drive for technological innovation. They just cling to whatever they already have and refuse to adapt to global shifts.People in Japan are still using Yahoo and fax machines（not to mention their own bizarrely proprietary text editors,Hidemaru/SAKURA editor, to compare, in china, it's also vscode）.
Toyota is still digging its heels in on gas-powered cars, even though the fact that Tesla used Japanese batteries in its early days proves Japan was once ahead of the curve.but they always seem to retreat right back into their comfort zone after a brief flash of brilliance, watching the rest of the world race ahead while they continue living in the past.
You say this in past tense, but BYD's kei car won't be released until later this month [1]. It remains to be seen how well it will sell. I think they are expected to sell maybe 5,000 units per year initially, but obviously they are looking to expand sales over time.
And what's wrong with kei cars? They are inexpensive to buy, fuel efficient, easy to park, inexpensive to maintain, are shockingly roomy inside, and have practical features like sliding doors. They aren't the fastest or most luxurious cars in the world - but as a tool for getting around they do their job very well.
The government also provides strong monetary incentives to drive kei cars in the form of lower taxes and inspection costs, which is another reason they are so popular. That's why the BYD Racco is kind of a big deal - they are the first non-Japanese manufacturer to design a car that complies with kei car standards. No other foreign manufacturers to date have felt it was worth the effort.
Meanwhile Toyota is #1, moving millions of units, something like half of them are electrified in most markets. A 2026 Camry, for $30k, gives the buyer a low-TCO, value retaining, 50mpg, 230hp appliance of a car. That's a rarity.
James May suggests in his doco "The Peoples Car" that the US auto market was like this when Japan was recovering from WW2, giving them the edge. It wouldnt surprise me if after a few years of success that they also stagnate.
> Toyota is still digging its heels in on gas-powered cars, even though the fact that Tesla used Japanese batteries in its early days proves Japan was once ahead of the curve.but they always seem to retreat right back into their comfort zone after a brief flash of brilliance, watching the rest of the world race ahead while they continue living in the past.
Did Japan get behind on battery tech? Couldn't them make a priority to get an edge there too?
Aren’t all Teslas made in the US supplied with American made batteries? In partnership with Panasonic, for the Model 3, but still a Tesla factory in Nevada. And I think 4680s are all Tesla made, correct?
“Master-leases” is a factually incorrect claim. Tesla owns the entire Nevada site and all of the buildings. Panasonic is a tenant of Tesla, leasing some sections of floor space to operate their 2170 cell production lines, manufactured to Tesla's specification. This arrangement was formed before Tesla had meaningful battery cell manufacturing expertise of its own.
In the same building cluster, Tesla does in-house battery module production, battery pack production, Powerwall manufacturing, Megapack manufacturing, electric motor manufacturing, drive units, and other powertrain components.
Panasonic was not involved in the design of Tesla's 4680 cell format. Along with this new form factor, Tesla gambled with various novel manufacturing processes, which resulted in many delays. Except for the delays, the Tesla 4680 production ramp has not been a “major failure”. It's producing a large volume of cells going into real customer cars, in the order of tens of millions per annum, and in that respect it has been successful. It is not yet clear whether the various manufacturing innovations (e.g. dry process) will be as transformative as hoped.
Separately to Tesla's efforts, and in response to Tesla's plans, Panasonic also developed its own manufacturing process to produce 4680 cells with the aim of being a supplier to Tesla.
Gigafactory Nevada is jointly operated by Tesla and Panasonic [1]. That's in America. (No clue on the master lease bit. Would be curious for your source.)
[1] https://www.reuters.com/business/autos-transportation/panaso...
But the QC tests to Yazaki's deisred level didn't exist yet, and Tesla did their own tests. And Tesla was maximizing it's "Made in the US" stance, which either goes by weight or components.
So Yazaki was secretly making unlabeled high-voltage connectors in Japan, selling them to Tesla, who could then test them themselves and claim falsely the source of production.
No, they don't and no, they wouldn't. "Inhaled air [at sea level] contains 21% O2 while exhaled breath contains approximately 16% O2 and 5% CO2" [1]. 24% recovery.