Why is Sichuan relevant to the lithium and battery chain?

Sichuan holds significant hard-rock lithium resources and is building out battery-materials and cell capacity, creating demand for upstream equipment, materials and downstream applications.

Where do foreign companies fit?

Equipment and specialty-materials suppliers, technology licensors, and investors in the materials-to-cell value chain. Recycling is an emerging entry point.

Is this relevant to Middle Eastern investors?

Yes — energy-transition investors looking at battery-materials and storage exposure outside the coastal clusters often evaluate Sichuan.

Industry guide

New Energy & Lithium in Chengdu

Chengdu and Sichuan's new-energy and lithium opportunity — battery materials, the EV value chain and where foreign suppliers and investors fit.

TianfuHub Research Desk · Editorial & Research Team · Chengdu Tianfu New Area Hedge Fund Association

Published: January 22, 2026 Last updated: May 21, 2026

Sources (1)

Sichuan provincial new-energy / lithium industry plan

Supply chain map

Upstream

Lithium resources
Sichuan hard-rock lithium reserves
Battery materials
Cathode, anode, electrolyte precursors

Midstream

Cell & pack
Battery cell and pack manufacturing
Power electronics
BMS, inverters

Downstream

EV & storage
Vehicles, grid and commercial storage
Recycling
Battery recycling and second life

Why Chengdu and Sichuan for new energy

Sichuan pairs lithium resources with a growing battery-materials and cell manufacturing base, anchored around Chengdu’s industrial ecosystem.

The value chain

Use the supply-chain map to locate your fit — from lithium resources and materials, through cells and power electronics, to EVs, storage and recycling.

Entry points for foreign companies

Equipment & specialty materials suppliers into materials and cell makers.
Technology licensing for cells, BMS and recycling.
Investment across the materials-to-cell chain.

For which audiences

European industrial suppliers and Middle Eastern energy-transition investors.

Key companies & anchors

Battery-materials and cell makers in Sichuan

TODO: confirm named producers with sources

Most relevant for: Middle East · Europe

Frequently asked questions

Why is Sichuan relevant to the lithium and battery chain?: Sichuan holds significant hard-rock lithium resources and is building out battery-materials and cell capacity, creating demand for upstream equipment, materials and downstream applications.
Where do foreign companies fit?: Equipment and specialty-materials suppliers, technology licensors, and investors in the materials-to-cell value chain. Recycling is an emerging entry point.
Is this relevant to Middle Eastern investors?: Yes — energy-transition investors looking at battery-materials and storage exposure outside the coastal clusters often evaluate Sichuan.