Guidehouse Insights排行榜报告-锂离子电池回收公司：评估11家锂离子电池回收公司的策略与执行能力

锂离子电池在电动车和固定储能市场中占据主导地位。随着电动车市场份额的增加以及向 24/7 再生能源的持续转变，有关废电池解决方案的问题正在出现。有些电池，特别是用过的电动车电池，可以重复用于其他目的。回收锂离子电池对于实现循环经济和关键的矿物独立至关重要。目前，中国在锂精炼和锂离子电池生产方面处于垄断地位。这些生产失衡使北美和欧洲处于不利地位，因为它们失去了对整个供应链的控制，而这对于确保向永续能源系统过渡至关重要。此外，锂离子电池原料供应有限，且集中在全球少数国家。

电池回收为此问题提供了解决方案，使北美和欧洲能够保留已供应给国内市场的电池中使用的关键材料。到本世纪末，许多第一代电动车和固定电池将达到其使用寿命，回收公司将需要做好准备来处理大量涌入的材料。

本报告根据目前回收能力、市场地位、未来业务扩张计画等指标，对全球锂离子电池回收市场的11家主要企业进行了评估。

目录

第一章执行摘要

第二章市场概况

• 市场定义
• 市场驱动力
• 市场壁垒
• 市场趋势

第 3 章 Guidehouse 洞察排行榜

• Guidehouse Insights 排行榜类别
  • 领导者
  • 竞争者
  • 挑战者
  • 追随者
• Guidehouse Insights 排行榜网格

第四章 公司排名

• 领导者
  • 锂循环
  • Aqua Metals
  • Redwood Materials
• 竞争者
  • Fortum Battery Recycling
  • Lithion Technologies
  • Umicore
  • Elemental Strategic Metals
  • Stena Recycling
  • RecycLiCo
  • American Battery Technology Company
  • cylib

第五章 缩写和缩写列表

第6章 目录

第7章图表

第八章 研究范围/方法

• 调查范围
• 资讯来源和研究方法
  • 供应商选择
  • 评级量表
  • 标准定义

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

List of Tables

The Guidehouse Insights Leaderboard Overall Scores

Vendor Scores

Vendor Scores on Strategy Criteria

Vendor Scores on Execution Criteria

List of Figures

The Guidehouse Insights Leaderboard Grid

Li-Cycle Strategy and Execution Scores

Aqua Metals Strategy and Execution Scores

Redwood Materials Strategy and Execution Scores

Fortum Battery Recycling Strategy and Execution Scores

Lithion Technologies Strategy and Execution Scores

Umicore Strategy and Execution Scores

Elemental Strategic Metals Strategy and Execution Scores

Stena Recycling Strategy and Execution Scores

RecycLiCo Strategy and Execution Scores

American Battery Technology Company Strategy and Execution Scores

cylib Company Strategy and Execution Scores

Company Strategy and Execution Scores