A strategic roadmap for EV battery recycling

ADI partnered with a battery recycling innovator to build a strategic go-to-market roadmap. Our work helped them analyze their technology, define their value proposition, and prepare for successful market entry and fundraising.

We partnered with a battery recycling start-up that was looking to communicate their story for potential investors.

The client had developed a new technology to refine black mass and intermediate commodity products into cathode active materials (pCAM) for EV batteries. They needed a strategic roadmap to go to market, analyze their technology’s competitiveness, and define a compelling value proposition for various players across the EV value chain, including OEMs, cell producers, miners, refiners, and black mass producers.

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We created a detailed model of the EV battery value chain to assess the impact of their technology and pinpoint key value drivers. This model considered various processing routes to ensure an exhaustive and robust analysis.

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We developed a comprehensive go-to-market strategy for both the upstream (recycling, black mass producers, refiners) and downstream (OEMs, cell producers) portions of the market. This included a detailed competitiveness analysis and market outlook.

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We crafted investor pitch materials with a detailed strategy, scaling plan, and a compelling value proposition. These materials were specifically tailored for both upstream and downstream investors.

  • Our work enabled the client to present a clear, compelling, and data-driven equity story. This equipped them to effectively communicate their strategic vision and unique value proposition to potential investors and partners, positioning them for successful fundraising and market entry.
Customer Results
ADI was effective in assessing the market for our new technology, helping us identify its value and how it compared to existing technologies.
David Hatrick Huntsman Advanced Materials, VP, Innovation

Industry experience

EVSE market and investment outlook

ADI Analytics conducted a three-week study of the electric vehicle supply equipment (EVSE) market to support a client’s investment planning. The client A firm exploring growth opportunities in the electric vehicle infrastructure space, with a focus on charging equipment, power systems, and associated services. The situation The client needed a forward-looking assessment of EV adoption […]

Circularity strategy for EV batteries

ADI helped a global automotive battery supplier transform their costly EV battery disposal process into a profitable, sustainable business by creating a new battery circularity strategy. The client We partnered with a global automotive battery supplier with their strategy for a rapid transition toward electrified vehicles. The situation The client’s current process for handling old […]

Go-to-market strategy for EV battery recycling

ADI provided a prominent battery recycling company with a strategic plan to enter the EV battery market, including an assessment of business models and detailed financial analysis. The client We partnered with a prominent lead-acid battery recycling company exploring new opportunities in the rapidly growing electric vehicle (EV) battery market. The situation With the EV […]

Transportation energy scenario planning

ADI Analytics supported a scenario planning effort to help a client understand and prepare for evolving transportation energy trends and their long-term business implications. The client A leading chemical major serving the automotive and fuel markets and seeking to anticipate shifts in transportation energy. The situation The client wanted to explore how changes in transportation […]

EV and charging infrastructure market assessment

ADI evaluated the North American EV and charging infrastructure market using bottom‑up forecasts of vehicle stock, charger deployment, power demand, and capital investment through 2030. The analysis differentiated Level 1, Level 2, and DC fast charging economics, incorporating policy scenarios, utility participation models, and EPC cost structures. Particular attention was paid to fleet charging economics […]

EV traction motor and permanent magnet study

ADI analyzed the North American addressable market for permanent magnets, evaluating the technical dominance of permanent magnet synchronous motors (PSM) over induction and externally excited synchronous motors (EESM) alternatives. The work mapped the rare earth supply chain to identify metallization gaps and localized sourcing risks for major automotive OEMs. The client Private equity firm The […]

Global hydrogen demand assessment

ADI leveraged proprietary demand models to project hydrogen consumption across heavy-duty trucking and bus segments in North America, East Asia, and Europe. The study evaluated pump-price parity across regions and the impact of the Inflation Reduction Act (IRA) on green hydrogen adoption over a 10-year period. The client Clean technology provider The situation Ambiguity regarding […]

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