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.