UK’s EV battery sector moves to industrial scale, but can it build a midstream?: Battery Cells & Systems Expo

Fastmarkets07-23

Key takeaways: The UK risks losing critical battery materials and value overseas: Most battery scrap and black mass generated in the UK is still exported for refining, meaning critical minerals, jobs...

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a midstream?: Battery Cells & Systems Expo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-23 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fastmarkets.com/insights/uks-ev-battery-sector-moves-to-industrial-scale-but-can-it-build-a-midstream-battery-cells-systems-expo/><strong>Fastmarkets</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key takeaways:\n\nThe UK risks losing critical battery materials and value overseas: Most battery scrap and black mass generated in the UK is still exported for refining, meaning critical minerals, jobs...</p>\n\n<a href=\"https://www.fastmarkets.com/insights/uks-ev-battery-sector-moves-to-industrial-scale-but-can-it-build-a-midstream-battery-cells-systems-expo/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPW","symbol_name":"AAPL周配息ETF-Roundhill","start_time":0,"source_url":"https://www.fastmarkets.com/insights/uks-ev-battery-sector-moves-to-industrial-scale-but-can-it-build-a-midstream-battery-cells-systems-expo/","article_id":"2653745943","we_media_id":null,"thumbnails":[],"rights":{"source":"fastmarkets_highlight","url":"https://www.fastmarkets.com/insights/uks-ev-battery-sector-moves-to-industrial-scale-but-can-it-build-a-midstream-battery-cells-systems-expo/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2653745943","pubTimestamp":1784779200,"columns":[],"sourceInfo":{"source_id":"fastmarkets_highlight","name":"Fastmarkets"},"weMediaInfo":null,"summary":"Efforts in the UK to move its fledgling lithium-ion battery supply chain from pilot scale to industrial production are accelerating, but can it build a midstream to 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minerals, jobs and commercial opportunities leave the country before re-entering the supply chain at a higher cost.\nRecycling and battery manufacturing capacity are growing, but key midstream processing gaps remain: While new gigafactories and recycling projects are coming online, the UK still lacks commercial-scale refining, pCAM and CAM production needed to create a fully domestic battery supply chain.\nFunding and scale-up challenges continue to slow progress: Despite strong government support and rising EV adoption, companies face financing hurdles, uncertain feedstock availability and lessons from previous industry failures as they seek to expand.\n\nUK seeks to retain battery materials domestically\nSpeakers at the Battery Cells & Systems Expo (BCSE) held in Birmingham, England, on July 8-9 said that over the medium term, the UK needs to be able to retain critical minerals generated from end of life batteries at home rather than exporting battery scrap or shredded black mass overseas.\nThe UK currently has several pre-processing battery shredding companies turning battery scrap into black mass, and a handful of EV battery production facilities, but lacks commercial-scale refining capacity for metals salts, precursor cathode active materials (pCAM) and cathode active materials (CAM).\n“Right now, if we talk about battery recycling, we take a waste battery and then we shred it and create another waste material,” Christian Marston, president, co-founder and chief operating officer of battery recycler Altilium Clean Technology, said at the event on July 9. “Predominantly, that material is exported overseas, mainly Asia.”\n“When we do that, we export UK jobs, we export critical minerals needed for the energy transition, and we buy them back at a premium,” he said.\nAltilium and Recyclus target domestic processing growth\nAltilium has plans to scale up its hydrometallurgical recycling capacity of black mass in the UK with the start of its “ACT 3” scale-up facility in Plymouth, in southwestern England, expected to commission by 2027 with capacity to recycle 8,000 tonnes of black mass per year.\nThe company believes that recycled materials could supply up to 50% of the critical minerals required for the UK’s energy transition by 2040, Marston added.\nRecycled metals are forecast to make up 15% of total global cathode material supply by 2030, up from 8% in 2026, according to Fastmarkets analysts.\nAltilium has delivered test batches of recycled nickel cobalt manganese (NCM) CAM to the UK Battery Industrialization Center (UKBIC) for EV battery cell production and qualification, from its pilot-scale operations in Devon, in southwestern England. But commercial-scale size may be some way off, Fastmarkets understands.\nIt has also demonstrated an ability to produce recycled anode active materials from used batteries and black mass on pilot scale, which is an area rarely explored by most recycling firms.\nFellow UK recycling company Recyclus was represented on the same panel by Alex Stanbury, co-founder and chief executive officer. Its pre-processing nameplate capacity in Wolverhampton, in central England, is for consumption of 22,000 tonnes of scrap batteries annually.\nThe company is also looking into technologies for recovering lithium from black mass in the UK over the coming years, Fastmarkets heard.\nFunding pressures continue to weigh on expansion\nBut funding is a key sticking point for UK companies looking to scale up across the supply chain, sources said on the sidelines of the BCSE last week, and is holding back further developments across the industry.\nToday, most European and UK-origin black mass is exported, with the majority of volumes ending up in key Asian markets like South Korea, according to market sources.\nReduced lithium and nickel prices have lessened demand for NCM black mass across consumers in Europe and Asia over the last month, hampering payables for the materials.\nFastmarkets’ assessments of the black mass, NCM, payable indicator, cobalt, max 5% moisture, exw Europe, % payable Fastmarkets’ standard-grade cobalt price (low-end) and the black mass, NCM, payable indicator, nickel, max 5% moisture, exw Europe, % payable LME Nickel cash official price were both 80-85% on Wednesday July 15, unchanged week on week. \nGrowing EV sector creates future recycling opportunities\nElectric vehicle (EV) penetration levels are rising rapidly in the UK.\nUK new car registrations of battery electric vehicles (BEVs) saw the most significant growth of all segments to take a 30% share in June 2026 — the highest so far this year, the Society of Motor Manufacturers and Traders (SMMT) said on July 6.\nA major cellmaking gigafactory in Sunderland, in northeastern England, owned by Envision AESC, started production with a capacity of 15.8 gigawatt hours in December 2025, the company said.  \nThe plant will manufacture lithium-ion batteries for EVs made in the UK and support the launch of the new Nissan Leaf vehicle, the company said on December 16. Plans for the facility were first announced in July 2021.\nBattery manufacturing company Agratas, a Tata Group-owned company, will start cellmaking production in Somerset, in southwestern England, by the end of 2027, a company source told Fastmarkets last week. \nConstruction on the plant is expected to be complete by the second quarter of 2027 and it is expected to have capacity of 40 GWh.\nLessons from past battery sector setbacks\nBut other attempts at localizing battery production, such as the Britishvolt project in northeastern England, and the AMTE Power factory in Scotland, failed back in 2023, with both companies falling into administration.\nFollowing these cautionary tales and high-profile US cases including battery recyclers Li-Cycle and Ascend Elements, many UK firms have been more cautious to scale up in recent years, sources said on the conference sidelines.\nBuilding a domestic recycling feedstock base\nThe lack of commercially operational cellmaking capacity to date has restricted the amount of materials that could be recycled in the UK, panelists said.\n“In the UK, there’s not an awful lot of battery manufacturing going on,” Stanbury said.\n“We get most of our [black mass] from end of life [materials],” he said on July 9. “The real growth here is in the larger stuff — it’s in the EVs.”\nRecyclus currently processes a mix of industrial batteries, e-bikes, power tools, warehouse robotics batteries and EV packs, Stanbury said.\nForecasting future supply of these materials remains difficult, because recalls and insurance write-offs can create irregular inflows of material, but that this could change with new gigafactories coming online.\n“Until you’re looking at and talking about the actual cell manufacturers here, so AESC, and then when Agratas comes online, most things that end up on these shores are being sold here, so you know it becomes an end of life issue,” he added.\nMissing links in the battery supply chain\nThe UK is far from an isolated case of a market with operational cellmaking capacity that lacks domestic materials supply.\nSimilar issues persist in the EU, where there is a startling lack of operational pCAM and CAM capacity, together with North America, which is battling similar issues.\nIn 2026, China is forecast to account for around 84% of globally announced CAM capacity, according to Fastmarkets’ research team. South Korea is expected to be the next largest CAM producer by country, accounting for 8.60% of globally announced CAM capacity.\nThis leaves supply chains in western nations heavily dependent on importing CAM from Asia.\nGovernment support aims to close the gap\nBut UK authorities have shown strong willingness to back projects aiming to scale up for the battery supply chain.\nPolicy is centered on a combination of direct funding, industrial strategy and innovation support. This includes the 2023 UK Battery Strategy, which aims to support the design and build of manufacturing and supply chains together with bolstering its local recycling sector.\nAuthorities have given more than £2 billion ($2.69 billion) of automotive sector support to assist zero-emission vehicle manufacturing, battery production and battery supply chains in the UK, according to government news releases.\n“I think the decisions we make now over the next few years will determine whether the UK becomes a leader in circular battery materials, or we remain dependent on importing raw materials,” Marston said.\nFastmarkets enables more confident negotiations, clearer internal alignment and greater resilience through the EV transition. Discover how your team can drive forward with confidence.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2653745943","isCrawlerRequest":true}