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 market expanding, the client wanted to understand how they could create value in the EV battery recycling value chain. They needed external expertise to assess different business models, analyze the market outlook, and develop a strategic plan that included investment requirements and potential profit margins. The goal was to make informed decisions at a crucial point for their business.
ADI’s contributions
Value chain mapping & business model assessment
We mapped the entire EV battery recycling value chain to identify the most attractive business models. We leveraged our extensive network of battery supply and demand models and global expertise to provide a detailed market outlook.
Strategic roadmap & financial analysis
We developed a comprehensive strategy for the client, which included a unique value proposition, identification of future target customers, and a plan for synergistic partnerships. We also determined the optimal infrastructure and footprint needed, along with detailed financial projections, including investment requirements and expected margins.
Key outcomes
- Our work provided the client with the deep insights they needed to understand where the most attractive opportunities were. The strategic roadmap we developed positioned them to make critical, data-driven decisions and pursue a business model that would allow them to create maximum value in the EV battery recycling market.
More insights
News
Newsletter: Lubricants beyond automotive & chemical M&A
In the October 2026 edition of the ADI Chemicals Newsletter, ADI examines how HF Sinclair, BP, and Saudi Aramco are shifting toward industrial, thermal-management, and specialty-fluid applications as engine-oil demand growth slows. Recent M&A includes Nippon Paint Holdings’ agreement to acquire AkzoNobel’s decorative paints business in Southeast Asia and Oceania, alongside Heidelberg Materials’ and CRH’s […]
Article
EU methane rule delay: A tactical retreat or climate setback?
The European Union (EU) Methane Regulation is known for its strict methane emissions transparency requirements for foreign oil and gas imports, and has driven methane emissions monitoring and reporting efforts, especially among oil and gas players serving the EU market. Under Article 28 of the EU Methane Regulation, importers are required to demonstrate that fossil […]
Article
Notes from the Gas to Grid Summit
Gas-to-grid infrastructure has received limited attention amid rapid growth in data-center power demand. Pipelines, storage, fuel delivery, generation, and grid connections determine when new load can receive reliable power. ADI Analytics and Energy Conference Network launched the inaugural Gas to Grid Summit to examine this part of the value chain. Participants included midstream operators Williams […]