循环领跑未来：释放动力电池与关键矿产循环经济价值（2026）

TURNING RISKINTO REWARDWITH A CIRCULAR FOREWORD Electric vehicles are scaling fast, and with them, thebatteries and critical minerals that underpin the transition. This report translates this ambition into five reinforcingcircular loops(from intensive use, life extension andcascading to second-life applications, high-qualityrecycling, and the information exchange that enablesthem)and three levels of circular action: product and Scope and intent This shift is creating major commercial opportunities,but it is also moving the automotive industry fromfuel-centric to material-centric value chains, exposing It is important to be mindful of scope. This report is notintended to be an exhaustive catalogue of every circularintervention, business mechanism, or policy instrument.The omission of specific approaches does not imply theyare unimportant. In addition, this report intentionally Researched and written by the Ellen MacArthurFoundation,this report sets out how a practical,structural, and system-level view of circular economycan reshape the EV battery economyto unlock economicvalue while building resilience. It articulates a system-level Grounded in practical examples and ‘bright spots’ already emerging across the value chain, andinformedby direct engagements with stakeholders and leadersacross the EV battery value chain, it offers commerciallyfocused recommendations for the EV battery industriesand associated stakeholders — Original EquipmentManufacturers (OEMs) and battery manufacturers, We see this publication asone of the many early steps forthe Ellen MacArthur Foundation in a multi-year campaigncommitted to accelerating a circular economy for criticalminerals in the EV battery value chain.Building from thebright spots highlighted here, we will work with partners, Wen-Yu WengExecutive Lead – Critical Minerals Ellen MacArthur Foundation IN SUPPORT OF THIS REPORT “This paper offers a practical blueprint for scaling circularityacross value chains while emphasising the need for aresponsibly produced supply of materials to meet risingdemand. It shows that battery circularity cannot rely onrecycling alone; extending battery life and enabling new “This report offers a clear and timely framework fortranslating circular economy principles into practical,scalable action for EV batteries and critical minerals. Byconnecting policy ambition with real operational pathways,it demonstrates how industry collaboration and circular “This report provides a comprehensive and illustrativesummary of key concepts towards a circular use of batteries.The holistic perspective on the topic, including batterydesign, maximising durability, facilitating reuse and allowing Dr. Georg Bieker, Supply Chain Center Lead Sajeda Ismail, EVB Commercial Network ManagerDHL SERVICE LOGISTICS Dana Cartwright, Director (Acting) InnovationICMM ICCT “This report provides a clear roadmap for unlocking the fullpotential of circularity in EV batteries and critical minerals.At Syensqo, we believe that cross-industry collaboration “Circular battery systems are no longer optional — they areessential for long-term competitiveness, supply security, andresilience across the EV value chain. Leading the Chargedelivers much-needed system clarity and a shared languagethat enables industry, policymakers, and civil society toalign on practical pathways toward a circular battery “China Automotive Technology and Research Center isan important Chinese automotive think tank dedicated todeveloping battery material recycling as a core solutionto critical mineral resource constraints. Committed to Laurent Cohen, Strategic Developmentand Alliances for Mining Solutions SYENSQO EV Battery teamCATARC “Electrification is the future, offering people more efficientvehicles and lowering life cycle emissions. And electrificationmust go hand in hand with circularity. This report showshow the circular economy can help reduce risk, safeguard “The Ellen MacArthur Foundation is proposing a system-levelapproach to EV battery life and critical mineral management.This is an important development in the conversation aroundcircular economy for EV batteries. Second-life, refurbishing,recycling and design optimisation have all been discussed, Inga Petersen, Executive DirectorGLOBAL BATTERY ALLIANCE Vanessa Butani, Head of Global SustainabilityVOLVO CARS IN SUPPORT OF THIS REPORT “The future energy system can be defined by three words:distributed, intelligent, and circular. Unlike fossil fuels,which are burned upon use, materials for zero-carbon “A common European circular battery economy strategyis important to solve the issue of the buildup of end-of-lifeEV batteries and can become an industrial opportunity for Nina Dahl, Research Director SINTEF Robin Zeng, CEOCATL “The BMW Group welcomes this report and itscomprehensive, system-level perspective on establishinga truly circular economy across the entire EV batteryvalue chain. It provides a robust and pragmati