A Chinese-owned battery recycler other than Gotion, most likely CATL's Brunp, Huayou Recycling or GEM, will announce a battery recycling or black mass processing site in an EU country by June 2027.

China's new battery plan tells companies to build spent-battery recycling capacity in their main export markets where conditions allow. Europe's ban on exporting black mass to non-OECD countries applies from 9 November 2026, so recyclers wanting European scrap must process it inside the OECD, and EU recovery targets tighten at the end of 2027. Gotion's €950 million Valladolid recycling plant will be an example followed by Brunp, Huayou and GEM, who have already demonstrated an interest in capacity expansion and collaboration with European partners.