DI
Di
Founder, CycNova
Architect of CycNova's hydrometallurgical platform. Two decades inside China's battery recycling industry — process engineering, plant build-out, and LFP refining at commercial scale.
Gestlink · CycNova — Strategic Invitation
The Iberian Platform for Integrated Battery Recycling.
The only European platform designed for the Chinese LFP feedstock wave. Built around technology operating at scale in China — structured through a European industrial consortium for EV & BESS batteries.
- Q2 2027
- Target FID
- H2 2028
- Phase 1 operation
- 10 kt/yr
- Pre-treatment fab
- 30–40 kt/yr
- Refining hub scale
Why now
Three structural pillars are converging in Iberia.
01
Value + Volume
NMC remains incumbent value chemistry. LFP is the wave landing in Europe. One platform captures both — chemistry-neutral pre-treatment, separated refining lines.
02
Regulation as Market Creator
Battery Passport 2027. Lithium recovery ≥80% by 2031. Mandatory recycled content. Black-mass export limits tightening. Hydrometallurgy becomes the only compliant route.
03
Incumbents Misaligned
Existing architectures — pyrometallurgy-anchored, single-chemistry, OEM-captive — were designed for a different market. The Chinese wave demands a different response.
The platform
Non-captive. Multi-source. LFP-ready. Integrated. Iberia-anchored.
Gestlink-CycNova as integrated platform team. A European industrial consortium structured around it — combining metallurgical capacity, waste-management reach, and Chinese-origin process technology already operating commercially at scale.
①
Technology & orchestration
Gestlink-CycNova as integrated platform team
②
Industrial / metallurgical
European non-ferrous major operating in Spain
45–50%
③
Waste management
Iberian leader with southern Europe reach
45–50%
④
Feedstock & offtake
Chinese & non-Chinese — gigafactories, OEMs, fleets, BESS
contractual
CycNova × Gestlink
The team behind the platform.
Three operators, one mandate: structure the European consortium aligned with the Chinese LFP wave.
IW
Ina Wang
Co-Founder, CycNova
Bridge between Chinese gigafactory ecosystem and European deployment. Deep relationships across CATL, BYD, Hithium, Envision and the OEM landing in Iberia.
IV
Ignacio Vega de Seoane
CEO, Gestlink
Consortium architect. Spanish-European industrial development, public-support orchestration (Innovation Fund · PERTE VEC · Just Transition) and capital structuring.
Expertise
Three vectors of expertise — one operating team.
TechnicalDi & Ina — CycNova
Chinese-origin process technology at scale.
- Hydrometallurgical refining — NMC and LFP
- Reference plants operating commercially in China
- Differential capability in LFP recovery economics
- Pre-treatment fab design — chemistry-neutral
Market accessIna Wang
Chinese government & EV ecosystem fluency.
- Direct relationships with Chinese gigafactories in Iberia
- OEM channel — CATL, BYD, Hithium, Envision, Chery, SAIC, Ebro
- Cross-border IP transfer & joint-venture structuring
- Feedstock contracting across LFP and NMC
ConsortiumIgnacio Vega de Seoane — Gestlink
Spanish-European industrial deployment.
- Consortium configuration with non-ferrous majors
- Public-support orchestration — Innovation Fund · PERTE VEC
- Just Transition funding & regional anchoring
- Capital structuring & investor engagement
The Chinese wave
Chinese gigafactories & OEMs are landing in the Iberian corridor.
Multi-gigawatt LFP capacity is being built across Spain — accompanied by Chinese OEM imports and a parallel BESS deployment. Feedstock geography is shifting. The recyclers built for the previous market cannot serve it.
CATL · ZaragozaHithium · NavarraEnvision · ExtremaduraBYDCherySAIC MotorsEbroVW PowerCo · Sagunto
"The European battery recycling market is not open. It is being captured by OEM-anchored alliances."
Regulation
Regulation is not a constraint. It is the market creator.
EU rules on recycled content, recovery thresholds and traceability redefine what kind of recycler can serve the next decade. The platform is built natively for that regime.
- 2027
Battery Passport
Mandatory digital passport for every battery placed on the EU market.
- 2031
Lithium recovery ≥ 80%
Hydrometallurgy becomes the only compliant route. Pyro-anchored players lose access.
- Now
Recycled content mandates
Recycled Li, Ni, Co thresholds rising. Demand for compliant black-mass refining is structural.
- Now
Black-mass export limits
Tightening EU controls keep value capture inside the European perimeter.
The invitation
An invitation to shape the platform — not to join it later.
Consortium slots are being defined Q3 2026 — Q1 2027. Engagement is selective. Access to the full analysis follows an initial bilateral discussion under NDA.
STEP 1
Exploratory meeting
60–90 min under bilateral NDA
STEP 2
Strategic memorandum
Tailored to partner profile
STEP 3
Letter of intent
Enter consortium configuration