Someone posted this on LinkedIn after visiting Yichang, China and it's worth reading if you care about the battery industry Saw this from a battery circularity consultant who was invited to speak at an energy storage conference in Yichang, Hubei. Most people outside China have never heard of this city. After reading this I kind of can't stop thinking about it. Yichang sits on one of China's largest phosphate deposits, next to the Three Gorges Dam, with direct river access to Shanghai. It is becoming one of the most concentrated battery manufacturing clusters on the planet. Some of what's already built or under construction there: CORNEX: 145 GWh on a single site Envision AESC: 100 GWh, RMB 24.2B investment Brunp (CATL subsidiary): contract signed January 2025, 450,000 tonne/year LFP cathode plant operating by December. Eleven months. Yihua Group: environmental filings for 1.6M additional tonnes/year of LFP cathode capacity Again — this is one city. Not Shenzhen. Not Ningde.…