Guidehouse Insights排行榜報告-鋰離子電池回收公司：評估11家鋰離子電池回收公司的策略與執行能力

Guidehouse Insights Leaderboard Report - Lithium Ion Battery Recycling Companies: Assessment of Strategy and Execution for 11 Lithium Ion Battery Recycling Companies

出版日期: 2024年01月24日 | 出版商:

Guidehouse Insights | 英文 39 Pages; 17 Tables, Charts & Figures | 訂單完成後即時交付

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簡介目錄圖表

鋰離子電池在電動車和固定儲能市場中佔據主導地位。隨著電動車市場份額的增加以及向 24/7 再生能源的持續轉變，有關廢電池解決方案的問題正在出現。有些電池，特別是用過的電動車電池，可以重複用於其他目的。回收鋰離子電池對於實現循環經濟和關鍵的礦物獨立至關重要。目前，中國在鋰精煉和鋰離子電池生產方面處於壟斷地位。這些生產失衡使北美和歐洲處於不利地位，因為它們失去了對整個供應鏈的控制，而這對於確保向永續能源系統過渡至關重要。此外，鋰離子電池原料供應有限，且集中在全球少數國家。

電池回收為此問題提供了解決方案，使北美和歐洲能夠保留已供應給國內市場的電池中使用的關鍵材料。到本世紀末，許多第一代電動車和固定電池將達到其使用壽命，回收公司將需要做好準備來處理大量湧入的材料。

本報告根據目前回收能力、市場地位、未來業務擴張計畫等指標，對全球鋰離子電池回收市場的11家主要企業進行了評估。

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.

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

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