Expert seminars on the lithium-ion battery value chain
Digital meetings with maximum 30 participants where we present our analysis and discuss special topics within the lithium-ion battery value chain.
Tutorials are open for anyone for a fee while subscribers of CES Online participate at no extra cost.
Assessment of the lithium-ion battery reuse market
Date: Monday 8 March 2021
Time: 2.00PM – 5.00PM (GMT), (15.00-18.00 CET, 09.00AM – 12.00AM EST)
Place: Zoom
From being seen as a an alternative to recycling the market for reused lithium-ion batteries has kicked off considerably with hundreds of companies specializing in giving EV batteries and other lithium-ion batteries a second life. The market is however much more complex than what it is usually described as and highly dependent on different ownership models, international trade of devices, equipment and vehicles as well as availability and prices of new batteries. In a new report to be published on CES Online in March 2021 we will make a deeper assessment of the whole reuse market. The findings will be presented in this tutorial.
In October 2020 we started to systematically collect prices of EV batteries that have reached end of life, available at treatment facilities and aggregators around the world. The first assessment was published on CES Online in January 2021 showing that certain high volume modules and packs are traded at fairly high prices and between continents. Other EV batteries are sold back to the auto supply chain at much higher prices but usually with very low trading volumes. Meanwhile some second life companies can source their batteries directly from OEMs independently from the open market. What’s clear though is that the emergence of new alternative markets, such as ICE-to-EV conversions and DIY residential energy storage have a clear impact on prices and availability of the packs. The question is for how long.
In this tutorial we will go through the way different lithium-ion batteries reach end of life and how this impact their availability for the reuse market. We will also present the current landscape with the leading players both up and down stream and finally discuss prices and future volumes of batteries.
The main focus will be on electric vehicle batteries but we will also discuss portable, personal mobility and industrial batteries. The data comes from our new report which will be distributed to the participants together with a deck or 35 slides from the tutorial.
The tutorial will take 3 hours of which the presentation will take 2 hours and the remaining hour will be used for questions and comments. Just like in our previous physical events the goal is to spark conversation and use the likely fact that we will have a lot of smart people in the Zoom meeting. We will not shy away from disagreement and we will welcome everybody’s unique perspective and experiences.
The tutorial will be lead by Hans Eric Melin, managing director of Circular Energy Storage.
Agenda
Batteries available for reuse – How are lithium-ion batteries reaching end of life and how does that affect their availability?
Market assessment – What kind of players have been established in the market and what are their main strategies and business models? Which new markets have and will emerge, generating demand for the same batteries?
Price assessment – What are the current prices on used batteries and how to segment the different types?
Future market scenario – How will the volumes of used batteries develop over time, how much can current markets absorb and how will new batteries affect the market?
Market opportunities – Which segments are under-served and which will grow? What are the risks?
Each segment will take about 20 minutes. Some of our participants will be asked to comment on the findings.
The last hour is dedicated for discussion which will be moderated by Circular Energy Storage.
It will also be possible to email follow up questions which can be answered after the event.
Registration
The price for the tutorial with proceedings is £550 and will include our new report. For subscribers of CES Online it’s free of charge for two participants. The number of participants is limited to 30.