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
Beyond green hydrogen: Electrolyzers as grid stabilizers
The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]
Understanding carbon capture costs
Carbon capture and storage (CCS) is critical for achieving global decarbonization goals and as evident from ADI’s global CCUS facilities database, the momentum continues to build across the world. However, its costs and economics vary widely depending on the industry, technology, and location. Exhibit 1 below illustrates the relationship between unit cost of carbon dioxide (CO2) […]
Navigating plastic recycling: ADI’s insights on sustainability challenges
Panuswee Dwivedi, Project Manager at ADI Analytics, provides a comprehensive overview of the intricate challenges and opportunities within plastic recycling and sustainability, drawing on ADI’s deep industry expertise. She emphasizes that ambitious recycling targets still leave significant virgin plastic demand, requiring substantial infrastructure investments. Dwivedi explores global policy shifts, application-specific recycling impacts, and industry innovations, […]