CATL's Jianxiawo lithium mine has EIA revoked

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CATL's Jianxiawo lepidolite mine, China's largest lithium mine by capacity, is back in care and maintenance after a brief and informal restart in July. Any return to production is now gated by an environmental review since the mine’s Environmental Impact Assessment (EIA) was revoked. Completing the review could stretch into the fourth quarter or into 2027. Benchmark has almost halved its 2026 mined output forecast for Jianxiawo as a result.

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