The battery recycling value chain and ESG
Lithium, Nickel and Cobalt
In-depth research and analysis from experts
SFA (Oxford) evaluates the long and complex life-cycle analysis of battery raw materials to improve the recycling investment opportunities available for market stakeholders. Our holistic approach entails the impact of primary and secondary value chain disruptions, processing risks and adoption of regulatory frameworks for safe and sustainable hazardous substance handling and environmental inspection. As more electric vehicles begin to reach their end of life, secondary sourcing of battery metals such as lithium, nickel and cobalt will become more critical to circular economies that want to depend less on high-cost primary extraction methods, which inherently come with more significant environmental and social market impacts. Let SFA address the critical economic drivers to help identify the greatest investment opportunities along the battery recycling value chain.
Contact one of our team for more details
Beresford Clarke
Managing Director: Technical & Research
Lakshya Gupta
Senior Battery Technologies Analyst
Thomas Chandler
Principal Market Analyst
Other battery metals and materials market reports
Explore other reports our clients use regularly.
Battery Metals Quarterly Outlook to 2026
Our quarterly price risk-focused report details factors impacting the lithium, nickel and cobalt markets for the next five years and future battery technology trends.
Joining the dots between lithium, nickel and cobalt
The SFA team completes a deep dive into the short- to long-term opportunities enabling the success of the electric vehicle rollout across supported regions.
Quarterly Lithium Market Outlook to 2026
Released each quarter, SFA's lithium price risk-focused report details short- to medium-term factors impacting the lithium carbonate and lithium hydroxide markets.
Long-term Lithium Market Outlook to 2040
Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the lithium market and battery technologies out to 2040.
ESG assessment of the Lithium Market
With high energy-intensive processes required to produce lithium hydroxide, SFA can help investors evaluate the sustainability of the lithium supply chain.
The Lithium Triangle in South America
Argentina, Bolivia and Chile have long been low-cost sources of lithium supply for electric vehicles but greater ESG scrutiny means new processes must be adopted.
Quarterly Nickel Market Outlook to 2026
Released each quarter, SFA's nickel price risk-focused report details the factors impacting nickel intermediate products and refined nickel for the next five years.
Long-term Nickel Market Outlook to 2040
Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the nickel market and battery technologies out to 2040.
ESG assessment of the Nickel Market
SFA applies its ESG analytical rigour to the nickel market to better understand which players are leading and which are falling behind the decarbonisation roadmap.
Quarterly Cobalt Market Outlook to 2026
Released each quarter, SFA's cobalt price risk-focused report details cobalt supply and demand impacting factors for the next five years.
ESG assessment of the Cobalt Market
As long-term cobalt supply is heavily reliant on Africa, it is imperative that SFA supports investors with unique ESG insights to assess cobalt's market competitiveness.
Long-term Cobalt Market Outlook to 2040
Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the cobalt market and battery technologies out to 2040.
North America Battery Materials Market Outlook
Significant long-term opportunities exist along the value chain as more supportive legislation drives EV growth, with greater awareness of ESG pressures.
China Battery Materials Market Outlook
China has the largest electric vehicle market in the world, so how can China co-exist with the rest of the world in this sector?
India Battery Materials Market Outlook
With high car ownership, dense cities, and the need to improve urban air quality, how can India adopt more electric vehicles and can city infrastructure cope?
Europe Battery Materials Market Outlook
European automakers need greater involvement in the battery supply chain to source raw materials and precursor components to improve supply security.
Australia Battery Materials Market Outlook Report
With Australia's abundance of battery raw materials, long-term challenges exist to develop its beneficiation strategy towards battery-grade precursor products.
How can we help you?
SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.