Guidehouse Insights Leaderboard Report - 리튬이온 배터리 재활용 기업 : 11개 리튬이온 배터리 재활용 기업의 전략과 실행력 평가

Lithium ion (Li-ion) batteries dominate the electromobility and stationary energy storage markets. With EVs' growing market share and the shift to 24/7 renewables, questions about end-of-life battery solutions arise. While some batteries can be reused for other applications-particularly used EV batteries-Li-ion battery recycling will be crucial in achieving a circular economy and critical minerals independence. Currently, China dominates lithium refining as well as Li-ion battery production. This imbalance of production puts North America and Europe at a disadvantage, as they do not control the whole supply chain, which is crucial to securing the transition to sustainable energy systems. Furthermore, the supply of raw materials for Li-ion batteries is limited and concentrated in a few countries across the globe.

Battery recycling offers a solution to this problem, allowing North America and Europe to keep the critical materials used in the batteries that already entered the local market. By the end of the decade, many first-generation EVs and stationary batteries will reach their end of life, so recycling companies will need to be prepared to handle such a large influx of feedstock.

This Guidehouse Insights Leaderboard assesses the major Li-ion battery recyclers, including their current recycling capabilities, market position, and expansion plans. Most companies are still in the pilot stages of their technologies, and although the market size is relatively small, many players are trying to establish themselves as the go-to provider, to capture as much of the market as possible before it booms at the end of the decade. Both legacy recyclers (companies with experience recycling precious metals and scrap) as well as newcomers (companies dedicated to Li-ion battery recycling) are active in the space.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 The Guidehouse Insights Leaderboard Grid

2. Market Overview

• 2.1 Market Definition
• 2.2 Market Drivers
• 2.3 Market Barriers
• 2.4 Market Trends

3. The Guidehouse Insights Leaderboard

• 3.1 The Guidehouse Insights Leaderboard Categories
  • 3.1.1 Leaders
  • 3.1.2 Contenders
  • 3.1.3 Challengers
  • 3.1.4 Followers
• 3.2 The Guidehouse Insights Leaderboard Grid

4. Company Rankings

• 4.1 Leaders
  • 4.1.1 Li-Cycle
  • 4.1.2 Aqua Metals
  • 4.1.3 Redwood Materials
• 4.2 Contenders
  • 4.2.1 Fortum Battery Recycling
  • 4.2.2 Lithion Technologies
  • 4.2.3 Umicore
  • 4.2.4 Elemental Strategic Metals
  • 4.2.5 Stena Recycling
  • 4.2.6 RecycLiCo
  • 4.2.7 American Battery Technology Company
  • 4.2.8 cylib

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study and Methodology

• 8.1 Scope of Study
• 8.2 Sources and Methodology
  • 8.2.1 Vendor Selection
  • 8.2.2 Ratings Scale
    • 8.2.2.1 Score Calculations
  • 8.2.3 Criteria Definitions
    • 8.2.3.1 Strategy
    • 8.2.3.2 Execution