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EV recycling opportunities

Bespoke research

Identifying gigafactory and electric vehicle scrap

The rapid rise in electric vehicles means the recycling market needs to prepare for processing the growth in the supply of nickel, lithium, cobalt, and other critical battery materials. SFA (Oxford) can help you evaluate the long-term outlook for the lithium-ion battery recycling market and the regional business environment to assist your go-to-market LiB recycling strategy for entry and determine future partnerships across the recycling value chain steps. Our modelling of lithium-ion battery recycling value chain economics at scale will assist investment decision-making, identify revenue and profit streams, breakeven and sensitivity analysis (based on chemistry, geography, and volumes). We can also evaluate the second life battery market vs immediate battery recycling strategies. Apart from identifying all the battery pack and manufacturing scrap sourcing points and expected flows, SFA is well-positioned to analyse battery metal producers and refiners and assess the implication of Russia’s war with Ukraine on primary supply, battery chemistries and therefore, LiB recycling. Let SFA evaluate your electric vehicle recycling opportunities.

Unlocking the market potential for LiB recycling.

Our modelling of lithium-ion battery recycling value chain economics at scale will assist investment decision-making, identify revenue and profit streams, breakeven and sensitivity analysis (based on chemistry, geography, and volumes).

We have also evaluated the second-life battery market vs immediate battery recycling strategies. Apart from identifying all the battery pack and manufacturing scrap sourcing points and expected flows, SFA is well-positioned to analyse battery metal producers and refiners and assess the implication of Russia’s war with Ukraine on primary supply, battery chemistries and therefore, LiB recycling. 

The SFA team has deep-dived into the LiB recycling impact and legislation timeline of proposed EU LiB legislation which follows the full battery life-cycle for North America and Europe to assist market entrants.

Let SFA evaluate your electric vehicle recycling opportunities.

LiB recycling and process economics

  • Breakdown of CAPEX and OPEX comparison between pyromet and hydromet processing routes for a 10 ktpa LiB throughput covering direct and indirect costs. 

  • Black mass production CAPEX benchmarking.

  • Chemical requirements for products to produce specific compounds (lithium, nickel, cobalt, copper, manganese and metal alloys).

  • Safety considerations and additional cost impacts.

LiB recycling landscape

  • Evaluation of black mass production and black mass refining in Europe and N. America.

  • Over 70 LiB recyclers mapped in Europe spanning small and large-scale LiB recycling plants, planned plants and R&D facilities and their proximity to a gigafactory scrap.

  • More than 20 Key LiB recyclers mapped across N. America and their proximity to a gigafactory scrap.

  • Europe and N. America processing capacity ramp-up of all LiB recyclers addressing black mass production capacity, hydromet capacity, pyro-hydro capacity, direct recycling capacity, and electrochemical refining capacity.

  • Pre-pilots and R&D recyclers assessed.

  • Russia risks to LiB recycling.

Regional breakdown of battery metal recycling

  • Long-term outlook of lithium, nickel and cobalt recovery for light-duty end-of-life EVs, and gigafactory production scrap out to 2040 for the World, Europe, N. America, and Rest of World.

  • Long-term EV recycling forecasts by battery chemistry (NMC111, NMC622, NMC8111, NCA83, NCA87, NCA90 and LFP and by metal (lithium, nickel and cobalt) on a regional basis, and by country (United States, Canada, Mexico, Germany, France, Spain, UK, Italy and Rest of Europe).

Gigafactory production and manufacturing scrap outlook

  • Ground-up modelling of gigafactory scrap by metal (lithium, nickel and cobalt) of all the major current and planned N. America and European gigafactories.

Battery recycling process overview

  • Detailed overview into the collection, pre-process and physical processing methods available to LiB recyclers

  • Evaluation of pyro and hydrometallurgical refining, and direct recycling, as other emerging battery recycling processes.

Environmental impact and GHG emissions assessment

  • CO2 footprint assessment of EV battery chemistries and regional breakdown for Europe, United States, South Korea, Japan and China.

  • LiB processing carbon footprint analysis for pyro, hydro and direct recycling methods.

  • Evaluation of transport emissions for LiB collection.

 

 

 

 

Let us analyse the recycling value chain

Contact one of our team for more details.

Henk de Hoop

Chief Executive Officer

Beresford Clarke

Managing Director: Technical & Research

Jamie Underwood

Principal Consultant

Dr Emilio Soberón

Principal Consultant

Thomas Chandler

Principal Market Analyst

Lakshya Gupta

Senior Market Analyst: Battery Materials and Technologies

Adele Rouleau

ESG and Critical Minerals Lead

Sandeep Kaler

Market Strategy Analyst

Dr Fahad Aljahdali

Senior Energy Consultant

Eknoor Arora

Mining Analyst

Gyubin Hwang

Hydrogen Market Analyst

Nelsa Martins

Senior Technical Consultant

David Mobbs

Head of Marketing

Joel Lacey

Sales and Marketing Specialist

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SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.

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