GLG Network Survey: Battery Recycling
Please complete the form below to request access to the survey data.
GLG interviewed 80 senior executives within the battery recycling industry in various regions (US, Europe, MENA and Asia).
What will you learn from this survey?
- Our experts discussed the future prospects of the industry and the profitability of battery recycling.
- Respondents were asked to evaluate the battery collection process, the costs of this and where the responsibility of this should be held.
- Furthermore, the survey also covered the various materials used in the recycling process and the costs attributed to these.
Examples of findings:
- The majority of respondents believe that batteries should be leased rather than sold, with this guaranteeing maximum collection (58%).
- Our experts on the most part believe that OEMs should take responsibility for collection (56%) though there are some differences across geography, with 33% in the MENA region stating this should be the responsibility of scrap dealers.
- Respondents view ecological concerns as the greatest driver for EV battery recycling (34%), followed by geopolitics (24%).
The GLG Surveys team drafted the questionnaire with the support of GLG Network Member, Jan Vliegen, former Senior VP at Umicore.
The standard deliverable includes:
- 1 x Individual responses (“raw data”) in Excel.
- 1 x PPT report with aggregated data.
- Executive summary with key takeaways and highlights from the raw data.
- Looking ahead, where do you believe black mass refining trade will mainly be concentrated?
- In your view, who should predominantly have responsibility for collecting end of life EV batteries?
- To what extent do you agree with the following statement: “Batteries should be leased rather than sold in order to guarantee maximum collection”?
- Nickel is the most abundant metal in the battery. At what level of Nickel price is cost break-even (in USD/kg)?
- In your view, which of the following materials is the best suited to easily meet battery grade purity specifications?
- Which of the following do you see as the most realistic destination of the sodium sulphate waste stream?
- When evaluating the electricity and gas supply industry, over the next 5 years, what do you expect the trend to be in terms of the number of energy suppliers?
- Looking at portable batteries, in your view how should these be collected?
- To your knowledge, what is the total cost of battery recycling from collection to refining in USD/Kg of battery (excluding CAM production)?
- Which of the following would you describe as the biggest influence on demand for EV battery recycling?
This survey is available to subscribers of the Energy and Industrials (EI) sector (Limited subscriptions and above). This offer includes the raw data file and a high-level presentation through PowerPoint. Please contact your GLG representative for details on your firm’s access.
Request other available and upcoming Network Surveys within the sector:
- GLG Tracker: UK Energy Industry II – New!
- 30 senior executives within the UK Energy industry discussed the trends and outlook of the industry. Our experts revisited the current trends within the industry, focusing on the key market drivers, following the first iteration of the survey from November 2021.
- Questionnaire was drafted by Robert Hull, former MD at OFGEM.
- GLG Tracker: European Airports III – New!
- Third survey to follow the second wave conducted in October 2021 and the first one in May 2021. 50 senior executives working at airports in Europe discussed their expected passenger volume and main factors that can help or slow down the recovery to pre COVID-19 levels.
- Questionnaire was drafted by Alex Kirby, former Senior Advisor to the Board of Directors at Gatwick Airport.
- GLG Tracker: Wind Turbines II – New!
- Second survey to follow the first one conducted in April 2021. 50 senior executives working in the wind power industry discussed the COVID-19 impact on their operations and purchasing plans.
- Questionnaire was drafted by the former Consulting Due Diligence, Offshore Wind Tender Evaluator at the Ministry of Economic Affairs & Climate in Netherlands.
Please be advised that GLG Network Surveys operate differently than traditional GLG consultations, surveys, teleconferences, etc. and it is advisable that you consult with your firm’s legal and/or compliance department to review your use of the product and the payment for such work under your current subscription.
By downloading this document and/or participating in the Network Survey, you understand and agree that the information and material provided by GLG, including survey results and survey proposal information, is provided for your own insight and informational purposes only. You further acknowledge and agree that this is a Network Survey for multiple GLG clients, and the results will be provided to all GLG clients that agree to participate in the Network Survey and GLG clients that agree to purchase the Survey results in the future. All survey results do not constitute investment advice or a recommendation. In using this Survey, you agree to hold Gerson Lehrman Group and the Survey respondents harmless and free of all liability as a result of your use of this Network Survey, other than liability resulting from the gross negligence or wilful misconduct of the protected party. You otherwise agree to be bound by Gerson Lehrman Group’s Usage Policies in your interactions with Gerson Lehrman Group and your receipt of services. These Survey results are for are for client’s own use and client shall not redistribute, disseminate, publish, or display the same, in whole or in part, to any third parties or publicly without the prior written permission of Gerson Lehrman Group, except explicitly set forth in your agreement with GLG. This survey will be double-blinded to both client and respondent. GLG reserves the right to restrict the number of clients that can pre-commit access. These Network Surveys are priced outside of standard GLG subscriptions but at a substantially reduced price to commissioning a fully proprietary GLG Network Survey. Upon finding these terms acceptable, please send an affirmative confirmation via email, which GLG will file in its records. Once confirmed, please note that the Client’s agreement to purchase the Network Survey is a legally binding and irrevocable commitment. If the survey is not included within your subscription, GLG will invoice Client for the fees due for the Network Survey. Please note that some respondents may not be Network Members, and the Terms and Conditions of Network Membership would not apply to such respondents and detailed records for them will not be available aside from the information that GLG captures in the Network Survey.