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.

We partnered with a global automotive battery supplier with their strategy for a rapid transition toward electrified vehicles.

The client’s current process for handling old EV batteries was inefficient and costly. They collected only a small fraction of end-of-life batteries and disposed of them through a third party. Facing increased regulatory scrutiny and their own sustainability commitments, they recognized that the volume of collected batteries was projected to increase dramatically. Their objective was to transform this cost center into a new revenue source by building a new business unit focused on achieving EV battery circularity.

Contribution icon 1

We began by identifying three primary pathways for end-of-life batteries: remanufacturing (refurbishing batteries for resale), repurposing (reusing them for stationary energy storage), and recycling (extracting raw materials). We then analyzed many different types of batteries to prioritize the most impactful pathway for each, focusing on maximizing both sustainability and financial returns.

Contribution icon 2

We helped the client co-create a detailed pilot strategy, complete with specific goals, work plans, and required capabilities. To support this, we developed comprehensive screening criteria to evaluate and select the best technical partners for the recycling and repurposing trials.

  • Our work provided the client with a clear, data-driven strategy to build a new business unit focused on battery circularity. By defining and prioritizing the most viable pathways and establishing a pilot program with the right partners, we helped the client transform their costly battery disposal process into a profitable, sustainable business model that positions them for future growth.
Customer Results
Very diligent, very detailed … went the extra mile.
Elliott Smith Voith Turbo, VP, Strategy

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 […]

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 […]

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. The client We partnered with a battery recycling start-up that was looking to communicate their story for potential investors. The situation The client […]

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 […]

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 […]

More insights

Article Icon Article

Permian’s next bottleneck is basin connectivity

As ADI discussed recently in Trends shaping the U.S. midstream outlook, rising LNG exports, growing power demand from AI data centers, and continued oil and gas production growth are driving a new wave of midstream investment. Much of the industry’s recent focus has been on relieving Permian gas takeaway constraints through projects such as Kinder Morgan’s […]

Article Icon Article

What EQT–Range means for gas prices

On October 26, 2026, EQT Corporation agreed to buy Range Resources, both Appalachian gas producers, in an all-stock deal valued at $13.84 billion. The combined company produces over 9 billion cubic feet of gas equivalent per day (Bcfe/d), the most of any U.S. gas producer. ADI Analytics’ analysis of how this might impact the outlook […]

Multi-client studies Icon Multi-client studies

Water limits reshape oil & gas, power, and chemical operations

Water now sets operating limits in three industries ADI covers. Permian produced water volumes rose from 11.2 million bbl/d in 2017 to 24.9 million bbl/d in 2025, and regulators have restricted the disposal wells that take most of it. Refineries and chemical plants on the Texas Gulf Coast and the Rhine face allocation plans and […]