09/03/2026
CATL’s Jianxiawo lithium mine in Jiangxi, China, is facing another regulatory setback after its environmental permit was reportedly withdrawn, returning the operation to care and maintenance.
The development follows unresolved questions surrounding tailings management and the mine’s environmental review. More than 70 complaints were submitted during the review process, while mining activity observed earlier this year subsequently stopped again in early August.
Benchmark Mineral Intelligence has now reduced its 2026 production estimate for Jianxiawo to 32,000 tonnes of lithium carbonate equivalent, down from a previous forecast of 62,500 tonnes. Its 2027 estimate remains unchanged at 99,000 tonnes.
At full operation, Jianxiawo can produce close to 150,000 tonnes annually, making the timing of any restart relevant to the broader lithium supply outlook as demand from electric vehicles and battery storage continues to develop. Regulators are also increasing scrutiny of other lithium operations in Jiangxi.
Source: The Deep Dive