Lithium Battery Recycling

118.1+18.1%All 106.9 +6.9%

The world's first waves of EVs are reaching end of life, and within a few years millions of lithium batteries will “die” all at once. Inside each one is lithium, nickel, and cobalt that's still perfectly good — ore you don't have to mine, don't have to wait a decade for, and don't have to source from a Chinese refinery. The way to get it back is to shred the batteries into a black powder called “black mass,” then extract the metals to make new batteries. This is the story of a business that turns battery waste back into an “urban mine” — still an infant industry waiting for its big wave, but fast becoming a strategic battleground of the clean-energy era.

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Thailand
Lithium Battery Recycling▲

E-Finance Thai champions integrated Second Life model with full-cycle recycling to boost Thailand's EV batteries

E-Finance Thai news agency reports that Thailand's electric vehicle batteries have begun operations under an integrated Second Life model with full-cycle recycling, marking the first step, or the first button fastened, in the country's EV battery management system. The model aims to link the reuse of used batteries in a Second Life format with a fully integrated recycling process. The report states that this undertaking is an integrated collaboration covering both reuse and the systematic handling of battery waste. The news was published on 9 October 2026, reported by Prakai Dao Baengsanthia, editor of digital asset news.
About megatrends
Electrification & Mobility › Battery Recycling & Circularity ▲Technology
Critical Materials & Supply Chain › Lithium Battery Recycling ▲Technology
Critical Materials & Supply Chain › Nickel & Cobalt Recycling ▲Technology
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eFinanceThai·2dRead more →
ThailandGermany
Lithium Battery Recycling▲

EVAT expects retired EV batteries to reach 9,349 tonnes by 2030, pushes for management system

The Electric Vehicle Association of Thailand, or EVAT, hosted a forum to present the findings of a feasibility study on the technical aspects and sustainable recycling of electric vehicle batteries, under the Thai-German Cooperation on Energy, Mobility and Climate, or TGC EMC. The study forecasts that the volume of all battery types examined that are retired from vehicles will rise from about 1.4 gigawatt-hours, or 9,349 tonnes, in 2030 to about 9.8 gigawatt-hours, or 73,855 tonnes, in 2038. Suroj Sangsnit, president of the Electric Vehicle Association of Thailand, said the growth of electric vehicles is a major opportunity for Thailand, but that the transition will only be sustainable if there is a battery management system covering the entire life cycle. Assistant Professor Dr. Uthen Supatti, head of the EVAT TGC EMC project, said Thailand must prepare systems to support both the assessment of battery condition for reuse as energy storage and the proper channelling of end-of-life batteries into recycling. The study indicates that setting up recycling plants alone may face limitations in terms of cost-effectiveness, while business models that integrate everything from sorting and manufacturing energy storage systems through to recycling have the potential to generate better returns. The study was conducted by a consulting team from the Thailand Development Research Institute, or TDRI, and the event also featured a joint discussion among representatives from the public and private sectors, including the Board of Investment, BMW Group Thailand, SK tes Thailand and PricewaterhouseCoopers FAS.
About megatrends
Electrification & Mobility › Battery Recycling & Circularity ▲Regulation
Critical Materials & Supply Chain › Lithium Battery Recycling ▲Regulation
Critical Materials & Supply Chain › Nickel & Cobalt Recycling ▲Regulation
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United StatesUnited KingdomSouth KoreaChina
Lithium Battery Recycling▲

Evolution Metals Taps INERGX for Planned 5 GW US Critical Materials Facility

Evolution Metals & Technologies Corp. has signed a Strategic Partnership Letter of Intent with UK-based INERGX Energy Optimisation Ltd. to engineer, supply, integrate and service the energy storage and power optimization systems for its planned critical materials and battery black mass recovery facility in the United States. The Facility is planned at approximately 1 GW of on-site capacity within two years, equivalent to the output of one typical U.S. nuclear reactor, and up to approximately 5 GW at full build-out, equivalent to five reactors and to the annual electricity use of approximately 4 million American homes, powered by on-site LNG generation. Under the LOI, INERGX intends to source cells, packs and battery management systems through qualified European or other approved non-China partners, with full country-of-origin documentation and no change in source without EM&T's written approval, addressing the roughly 85% share of global battery cell manufacturing capacity located in China in 2024. INERGX will carry out a First Block Study within eight weeks of receiving EM&T's site inputs, with definitive agreements for the first block targeted within twelve weeks of the study's delivery and acceptance, and a long-term service agreement with an anticipated initial term of ten years. The partnership comes as EM&T executes on its previously announced fiscal 2027 revenue guidance of $400 million to $460 million, reflecting the expected first full-year contribution from expanding its Pohang, Republic of Korea magnet capacity to approximately 10,000 metric tons annually.
About megatrends
Energy Transition & Power Demand › Energy Storage & Grid Flexibility ▲Supply
Defense & Geopolitical Fragmentation › Sovereign Critical Minerals & Magnets Supply
Critical Materials & Supply Chain › Lithium Battery Recycling ▲Supply
Critical Materials & Supply Chain › Nickel & Cobalt Recycling ▲Supply
Electrification & Mobility › Battery Recycling & Circularity ▲Supply
Critical Materials & Supply Chain › Nickel & Cobalt Supply
EMAT · Demand · Positive Signs LOI with INERGX to engineer and supply energy storage for its planned 1-5 GW US critical materials and battery black mass recovery facility, advancing its expansion.
EMAT · Capital · Positive Partnership supports execution on previously announced fiscal 2027 revenue guidance of $400-460 million tied to expanding Pohang magnet capacity.
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Lithium Battery Recycling sits inside the Critical Materials & Supply Chain value chain — highlighted below.
Rare-Earth Mining & Oxide/ConcentrateMPChina Minmetal…Rising Nonferr…
Separation, Refining & Rare-Earth Metals0A2N.LSEShenghe Resour…EMAT
Copper Mining & ConcentrateSCCOZijin Mining G…FCXAAL.LSE+21
Copper Smelting & RefiningTongling Nonfe…Shandong Humon…
Copper Recycling & Secondary MetalNDA.XETRA
Lithium Mining & Brine ExtractionSQMSichuan Tianqi…Sinomine Resou…Youngy Co Ltd+5
Nickel & Cobalt MiningLygend Resourc…TMC
Nickel & Cobalt Smelting & RefiningChengtun Minin…ERA.PANanjing Hanrui…
Nickel & Cobalt Battery Chemicals & PrecursorsSumitomo Metal…Ecopro BM. Co.…Cngr Advanced…NVJP.XETRA+4
Conversion, Enrichment & FuelLEU
Nuclear Fuel Fabrication & Fuel TechnologyBWXT
Platinum Group Metals (PGM)VALT.LSE0S2J.LSESBSWJMAT.LSE+2
Semiconductor MaterialsHvm, Co.,Ltd.
Compound-Semi Substrates (GaN/SiC/GaAs)COHRAXTIVisual Photoni…Guangdong Tian…+3
Industrial GasesLINAI.PAAPDNippon Sanso H…+11
Electronic & Semiconductor MaterialsENTGResonac Holdin…Kingboard Lami…DD+12
Coatings, Adhesives & SealantsSHWPPGNippon Paint H…AKZA.AS+8
Catalysts, Additives & Performance ChemicalsECLWanhua Chemica…DSFIR.ASEMSN.SW+80
Bulk & Structural Metals (Reshoring)Aluminum Corp…CHONGQING POLY…Maanshan Iron…
Iron Ore, Bauxite & Metallurgical InputsRIO.LSEVALEALMShanxi Meijin…+7
Primary Steel & Aluminum SmeltingNUEMT.ASSTLDChina Hongqiao…+37
Structural Products, Fabrication & Metal ProcessingShandong Hongc…RSYunnan Chuangx…Walsin Lihwa C…+41
Metal Recycling & Scrap ProcessingYe Chiu Metal…Shenzhen Sunxi…

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