Redwood Materials, Cirba Solutions, Ascend Elements, and Li-Cycle are emerging as key players in the North American battery recycling industry. Since 2019, these four recyclers have entered major strategic partnerships with cathode, cell, and electric vehicle makers for scrap collection and raw materials delivery, including with Toyota, Panasonic, Honda, SK On, and LG Energy Solution. […]
> An emphasis on America-first supply chains when President-elect Donald Trump takes office in 2025 could increase the need for battery recycling in the US. However, much of the country’s recycling capacity is targeted at the production of black mass from scrap, rather than processing it all the way to usable battery chemicals. “Trump has placed […]
> Benchmark Mineral Intelligence, specialising in battery supply chain research and insights, reports that 12.7GWh of new operational capacity entered operation in October 2025. Operational Capacity The grid-scale BESS market saw 12.7GWh of new capacity enter operations globally in October 2025, a y-o-y increase of 29%. China led new operational capacity with just under 8.8GWh of […]
> Redwood Materials, a US-based recycler, will recycle end-of-life batteries from BMW electric vehicles in the US through a new partnership established last week. Between 2023 and 2035, scrap from end-of-life batteries in North America is forecast to have a compound annual growth rate (CAGR) of 35% reaching over 100 gigawatt-hours (GWh) per year, according to […]
> In the third quarter of 2025, 18 of the largest 25 copper miners reported quarter-on-quarter decreases in their output, including the top four miners. The total Q3 copper production reported by the top 25 miners hit 3.72Mt. “In the third quarter, many companies saw lower production compared to the previous quarter. However, most did not […]
> Black mass markets in Q3 2025 were largely shaped by China’s lifting of import restrictions on 1 August, which re‑routed trade flows. Outside of China, this has created a two-tier market divided by compliance with Chinese custom’s quality controls. Compliant material commanded high premiums (79%–84%), while producers of non‑compliant batches struggled to clear material, trading […]
> The mining industry accounted for ~5% of global carbon emissions last year, with roughly half originating from mining vehicles. Electrifying mine sites offers an opportunity for miners to cut emissions while also reducing costs. With 30%–50% of a mine’s energy costs attributed to diesel, replacing internal combustion fleets can deliver significant savings. “Mining electrification is […]
> Li-Cycle, a Toronto headquartered lithium ion battery recycling company, last week opened a pre-processing facility in Magdeburg, Germany. The company deploys a spoke and hub system, whereby used lithium ion batteries are collected and sent to spokes where they are shredded into black mass. This black mass is then sent to centralised hub facilities which […]
> Rho Motion analysts attended the recent RE+ event in Las Vegas Nevada, the largest clean energy event in North America. RE+ is a pivotal opportunity to put the finger on the pulse of the US energy transition, and this year provided insights into investor sentiment and technology developments. Notable product launches from Tesla and e-STORAGE […]