Electrolytic Manganese Dioxide (EMD) →supply up
Household batteries
EMD is a critical input to household batteries, so more EMD supply should make household batteries more available.
93% confidence
Grid-Scale Battery Storage (LFP Lithium Iron Phosphate) →supply up
China
China accounts for 73% of this input's supply share, so Yichang's recycling-driven secondary battery-material supply should most directly boost domestic LFP availability.
85% confidence
Grid-Scale Battery Storage (LFP Lithium Iron Phosphate) →Prices ease
Contemporary Amperex Technology Co. Limited300750.SZ
CATL has the largest listed exposure at 36% share, so added LFP supply should most strongly lower its input costs.
79% confidence
Lithium-ion batteries →supply up
Lithium carbonate / lithium hydroxide
Recycling used cells adds secondary lithium salts back into the supply pool, easing a critical battery input.
76% confidence
Grid-Scale Battery Storage (LFP Lithium Iron Phosphate) →Prices ease
BYD Company Limited
BYD's 18% share and low substitutability make it meaningfully exposed to cheaper, more available LFP materials.
74% confidence
Electrolytic Manganese Dioxide (EMD) →Prices ease
Xiangtan Electrochemical002125
A surge in secondary battery-material supply in China would increase EMD availability and likely दब压 realized prices for a large-share EMD incumbent with 25% market share and long replacement lead time.
74% confidence
Grid-Scale Battery Storage (LFP Lithium Iron Phosphate) →Prices ease
Gotion High-Tech (Guoxuan High-Tech)
Gotion sits on this LFP input chain, and its 7% share should benefit from better input economics after the recycling-driven supply increase.
71% confidence
Sumitomo Metal Mining Co., Ltd. →supply up
Cathode active material (NMC/LFP/NCA)
A broad increase in recycled battery material supply should ease availability of cathode active material, which Sumitomo depends on as a major input.
66% confidence
Umicore NV/SA →supply up
Cathode active material (NMC/LFP/NCA)
Large-scale used-battery recycling adds secondary cathode-material supply, directly easing this relatively sticky input for Umicore.
66% confidence
Lithium-ion batteries →supply up
Cathode active material (NMC/LFP/NCA)
Large-scale battery recycling can return regenerated cathode material or precursor streams, making cathode feedstock more available.
62% confidence
Umicore NV/SA →supply up
Cobalt Sulfate (Battery Grade)
Recovered cobalt from end-of-life batteries can feed battery-grade cobalt sulfate, lifting supply of this important input.
61% confidence
Umicore NV/SA →supply up
Nickel Sulfate (Battery Grade)
Battery recycling can recover nickel units into battery-grade sulfate, modestly increasing availability of this constrained input.
59% confidence
EcoPro BM Co., Ltd. →supply up
Cathode active material (NMC/LFP/NCA)
Large-scale recycling of used power batteries adds secondary supply of cathode-material feedstock, easing availability of this input on the linked supply edge.
58% confidence
Sumitomo Metal Mining Co., Ltd. →supply up
Nickel Sulfate (Battery Grade)
Used power-battery recycling can also expand secondary nickel feedstock, easing supply of battery-grade nickel sulfate for Sumitomo.
57% confidence
BASF SE (Battery Materials / Catalysts) →Prices ease
Cathode active material (NMC/LFP/NCA)
Yichang's expanded battery recycling adds secondary cathode-material supply, which should ease BASF's cathode active material input costs on this dependency edge with low substitutability and a long replacement lead time.
55% confidence
