Insights from CES

What falling used battery prices, rising material values, and record EV exports reveal about where value is actually created — and lost — across the battery lifecycle

The Real Battery Economy – From production to use: why the real value of batteries is created over time, not at the factory gate.

Five years ago, we warned that the world was building battery recycling capacity faster than batteries would reach end-of-life. At the time, forecasts and investment theses relied heavily on battery production and sales curves—implicitly assuming that rising demand for batteries would soon translate into rising volumes of battery waste. We now see the consequences of that assumption: pre-processing facilities running below capacity, material recovery projects delayed or pause

“You never actually own a Patek Philippe. You merely look after it for the next generation.” You know the ads. A handsome man — sometimes...

At the recent EVS38 conference in Gothenburg, I found myself the lone dissenter on a panel when moderator Mattias Goldman posed what...

If there’s one shared sentiment echoing across the global battery recycling sector right now, it’s disappointment. The volumes simply...

The BYD Seal in Vienna. BYD which has become the third best selling brand in Austria and is expected to grow rapidly in other European...

By Hans Eric Melin 2024 was not a great year for the European battery industry. Falling sales of electric vehicles on a market which by...

By Hans Eric Melin First comes nothing and then comes everything. We all have been there and know how annoying it is. And we are many who...

A few days before Christmas  Michael Liebreich  , CEO of Liebreich Associates, posted on X (formerly known as Twitter) about batteries:...

A few weeks ago,   Alex Grant   announced a funding round of   $10M for his new company Magrathea . They are developing a new generation...

BYD's new show room in Shopping City outside of Vienna, Austria. The growth of Chinese vehicles on the European market is expected to...

Recently when we updated our database for the global lithium-ion battery recycling capacity we also covered the approaching overcapacity...

In our latest CES Online  update of lithium-ion battery pre-processing capacity in Europe and North America a clear pattern emerged in...

Today we are publishing our new data set on battery production scrap on CES Online. The set is based on bottom-up estimates of the global...

Chinese EV maker Nio's show room on Karl Johans Gate in Oslo, Norway. What happens when China makes not only the cheapest EVs – but also...

In the latest assessment of EV battery prices  by Bloomberg New Energy Finance in December last year the price per kWh fell below $100 on...