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.
Battery recycling due diligence
European battery recycling market: Investor due diligence
Working with a team of experienced consultants and advisors, SFA completed a European battery recycling due diligence study on behalf of an investor to assess medium- to long-term market feed lithium-ion battery volumes from gigafactory scrap and end-of-life vehicles. SFA assessed the target company’s value chain CAPEX/OPEX techno-economics, the competitive landscape, market partnerships and opportunities, and operational risks and challenges to support the client’s potential investment in the sector.
Let us analyse the recycling value chain
Contact one of our team for more details.
Other consulting solutions
Explore other services our clients use regularly.
Working with clients and third parties, SFA has a long track record of providing battery metals technical due diligence and financial modelling support.
Clients have used SFA to provide the analytical link with banks and financial institutions to support investment decision making and provide robust market support.
Turn uncertainty into opportunity with SFA's Battery Metals risk management solutions, staying ahead of market trends, and mitigating supply chain risks.
SFA delivers detailed insights into market risks of automotive technologies for light-duty, heavy-duty, off-road and fuel cell vehicles to meet emission targets.
The pressure for renewable energy generation will require intermittent chemical energy storage solutions to support international climate change objectives.
With charging infrastructure lagging behind EV sales, SFA is on hand to help determine which localised markets will support battery electric vehicles.
SFA evaluates the strategic opportunities of other strategic battery materials such as manganese, vanadium, copper, graphite, silica, and rare earth elements.
SFA analyses the emergence of the new and competing cathode, anode and electrolyte technologies, market adoption and the fall-out this has on battery materials.
SFA works closely with value chain players to understand how materially significant ESG issues can be integrated into their wider company strategy.
SFA's benchmarking of battery metal producers on material ESG factors generates high-resolution insights for sustainability-conscious investors.
SFA has supported numerous client listings by providing an independent view of the lithium, nickel and cobalt markets to help secure capital from potential investors.
SFA's battery metals benchmarking is unrivalled, providing you with a detailed understanding of which assets are outperforming and those most at risk.
SFA is a trusted advisor to boardrooms and senior management to major stakeholders and provides regular assistance to battery metals strategy and planning.
SFA provides accurate short- to long-term battery metal price forecasts to support your business plans and contract negotiations, backed by our extensive research.
SFA has extensive experience assessing clients battery metal processing facilities and offtake options and supply chain offtake due diligence.
SFA regularly supports clients on roadshows to assist on capital raisings and converse with fund managers, institutional investors and family wealth offices.