How to make automotive batteries a better business?

摘要

1. Battery value chain may consist of two loops (1sl life and 2nd life) closed through state-of-health assessment and recycling 2. OEMs business case for electrified vehicles (1st life) depends on battery material cost and monetisation of battery after first life 3. Legislation will largely decide on viability of 2nd life business models 4. Market prices for raw materials will determine business case for recycling companies