Hans Eric Melin
@hanseric.bsky.social
Founder of Circular Energy Storage – a reserach firm specialised on analysis of the global lithium-ion battery end-of-life market
Share my time between London, Vienna and the road.
www.circularenergystorage-online.com
Share my time between London, Vienna and the road.
www.circularenergystorage-online.com
Again, the Commission wants it all:
Clean energy
A competitive clean tech industry
Made in Europe
By Europeans
That’s at least two objectives too many to be realistic in a globalised world
ec.europa.eu/commission/p...
Clean energy
A competitive clean tech industry
Made in Europe
By Europeans
That’s at least two objectives too many to be realistic in a globalised world
ec.europa.eu/commission/p...
Speech by President von der Leyen at the European Parliament plenary ahead of the European Council of 23 October 2025
Thank you, Madam President, dear Roberta,\nMadam Minister,\nHonourable Members,\nOne topic of the European Council will be defence. We discussed it two weeks ago here, in this hemicycle, and we discus...
ec.europa.eu
October 23, 2025 at 6:47 AM
Again, the Commission wants it all:
Clean energy
A competitive clean tech industry
Made in Europe
By Europeans
That’s at least two objectives too many to be realistic in a globalised world
ec.europa.eu/commission/p...
Clean energy
A competitive clean tech industry
Made in Europe
By Europeans
That’s at least two objectives too many to be realistic in a globalised world
ec.europa.eu/commission/p...
The EU want to have its cake and eat it. That may kill the automotive industry. My two Euro cents in Stockholm.
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
It was great to share the stage in Stockholm with Jonas Premfors, bankruptcy trustee for Northvolt Expansion, and Ilka von Dalwigk, Director General of RECHARGE, at Mobilitetsdagen organised by… | Ha...
It was great to share the stage in Stockholm with Jonas Premfors, bankruptcy trustee for Northvolt Expansion, and Ilka von Dalwigk, Director General of RECHARGE, at Mobilitetsdagen organised by Dagen...
www.linkedin.com
October 22, 2025 at 5:26 PM
The EU want to have its cake and eat it. That may kill the automotive industry. My two Euro cents in Stockholm.
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
Invest in battery recycling. As easy as investing in a coffee shop: www.linkedin.com/posts/hanser...
Three measures you must understand before investing in 𝗯𝗮𝘁𝘁𝗲𝗿𝘆 𝗿𝗲𝗰𝘆𝗰𝗹𝗶𝗻𝗴 🔋 ♻️ — or in a coffee shop. ☕
💵 𝗣𝗿𝗶𝗰𝗲 is a cost when you buy and revenue when you sell. Both are… | Hans Eric Melin
Three measures you must understand before investing in 𝗯𝗮𝘁𝘁𝗲𝗿𝘆 𝗿𝗲𝗰𝘆𝗰𝗹𝗶𝗻𝗴 🔋 ♻️ — or in a coffee shop. ☕
💵 𝗣𝗿𝗶𝗰𝗲 is a cost when you buy and revenue when you sell. Both are shaped by supply and demand...
www.linkedin.com
October 16, 2025 at 11:42 AM
Invest in battery recycling. As easy as investing in a coffee shop: www.linkedin.com/posts/hanser...
We don’t need better EV sales. We need better EV ownership
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
Diese Tipps helfen beim Kauf eines gebrauchten E-Autos! | Hans Eric Melin
Great article in AUTO BILD about the low second-hand values of EVs, aiming both to explain why buyers are worried while also showing that their worries are often unfounded. Nevertheless, it reveals ag...
www.linkedin.com
October 9, 2025 at 4:34 PM
We don’t need better EV sales. We need better EV ownership
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
Residual values for EVs continue to slide.
And here's the thing. Next year's EV stock coming off 3-years lease contracts in Europe will be around 28% higher. Will the adoption rate among private buyers keep up with that?
autovista24.autovistagroup.com/news/mmu-bev...
And here's the thing. Next year's EV stock coming off 3-years lease contracts in Europe will be around 28% higher. Will the adoption rate among private buyers keep up with that?
autovista24.autovistagroup.com/news/mmu-bev...
BEV residual values continue to drag in September
Residual values (RVs) of battery-electric vehicles (BEVs) continued to languish across many European markets during September.
autovista24.autovistagroup.com
October 2, 2025 at 1:46 PM
Residual values for EVs continue to slide.
And here's the thing. Next year's EV stock coming off 3-years lease contracts in Europe will be around 28% higher. Will the adoption rate among private buyers keep up with that?
autovista24.autovistagroup.com/news/mmu-bev...
And here's the thing. Next year's EV stock coming off 3-years lease contracts in Europe will be around 28% higher. Will the adoption rate among private buyers keep up with that?
autovista24.autovistagroup.com/news/mmu-bev...
Speaking about low residual values again. Because somebody needs to. Not ”despite” we like EVs, but because we want the market to succeed. And it’s not working.
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
What do residual values of EVs have to do with how many batteries we’ll reuse or recycle?
Quite a lot, actually. Almost as much as the total number of EVs sold.
Residual value drives cost of… | Hans...
What do residual values of EVs have to do with how many batteries we’ll reuse or recycle?
Quite a lot, actually. Almost as much as the total number of EVs sold.
Residual value drives cost of ownersh...
www.linkedin.com
October 2, 2025 at 8:21 AM
Speaking about low residual values again. Because somebody needs to. Not ”despite” we like EVs, but because we want the market to succeed. And it’s not working.
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
The EV battery recycling challenge. To survive until it's meaningful.
www.linkedin.com/feed/update/...
www.linkedin.com/feed/update/...
$284 million. That’s how much the European light EV battery recycling market will be worth in 2030 at today’s material prices, according to Circular Energy Storage Research and Consulting’s latest… | ...
$284 million. That’s how much the European light EV battery recycling market will be worth in 2030 at today’s material prices, according to Circular Energy Storage Research and Consulting’s latest for...
www.linkedin.com
October 1, 2025 at 9:38 PM
The EV battery recycling challenge. To survive until it's meaningful.
www.linkedin.com/feed/update/...
www.linkedin.com/feed/update/...
Our four most important forecasts (high-level) now available free for anyone:
Battery demand
Batteries in use
Supply of used batteries
Supply of battery scrap
www.linkedin.com/feed/update/...
#battchat
Battery demand
Batteries in use
Supply of used batteries
Supply of battery scrap
www.linkedin.com/feed/update/...
#battchat
🚀 Big update from Circular Energy Storage!
We’ve just launched an improved dashboard on our data portal, CES Online — and now anyone can track our high-level forecasts for the global battery… | Hans ...
🚀 Big update from Circular Energy Storage!
We’ve just launched an improved dashboard on our data portal, CES Online — and now anyone can track our high-level forecasts for the global battery market:
...
www.linkedin.com
September 29, 2025 at 9:28 AM
Our four most important forecasts (high-level) now available free for anyone:
Battery demand
Batteries in use
Supply of used batteries
Supply of battery scrap
www.linkedin.com/feed/update/...
#battchat
Battery demand
Batteries in use
Supply of used batteries
Supply of battery scrap
www.linkedin.com/feed/update/...
#battchat
Track our high-level data for free – and check out our latest posts
circularenergystorage-online.com/so/94Pc5kCGG...
circularenergystorage-online.com/so/94Pc5kCGG...
Update from CES 26 September 2025 The Battery Market, Unlocked
CES has opened up its high-level data on CES Online. Track demand, supply, recycling, and usage—available now for everyone on the first page of CES Online.
circularenergystorage-online.com
September 26, 2025 at 1:06 PM
Track our high-level data for free – and check out our latest posts
circularenergystorage-online.com/so/94Pc5kCGG...
circularenergystorage-online.com/so/94Pc5kCGG...
How can you monetise 25 TWh?
www.linkedin.com/feed/update/...
www.linkedin.com/feed/update/...
Electric vehicles will typically last 20 years or more—just like ICE vehicles today.
In our latest report, The Battery Lifecycle Report 2025, we dedicate a considerable number of pages to proving… | ...
Electric vehicles will typically last 20 years or more—just like ICE vehicles today.
In our latest report, The Battery Lifecycle Report 2025, we dedicate a considerable number of pages to proving thi...
www.linkedin.com
September 25, 2025 at 11:45 AM
How can you monetise 25 TWh?
www.linkedin.com/feed/update/...
www.linkedin.com/feed/update/...
EV batteries are reused today and will continue to be reused. But in a fast-growing market and with batteries living long lives in the vehicles, the business cases of reuse and repurposing are and will always be challenging.
www.linkedin.com/feed/update/...
www.linkedin.com/feed/update/...
“Do you believe in second life?”
After 10+ years analysing this field, I still get asked.
But it’s the wrong question. Belief doesn’t matter. The market does.
Right now, companies choose:
♻️ Send…...
“Do you believe in second life?”
After 10+ years analysing this field, I still get asked.
But it’s the wrong question. Belief doesn’t matter. The market does.
Right now, companies choose:
♻️ Send ...
www.linkedin.com
September 24, 2025 at 12:04 PM
EV batteries are reused today and will continue to be reused. But in a fast-growing market and with batteries living long lives in the vehicles, the business cases of reuse and repurposing are and will always be challenging.
www.linkedin.com/feed/update/...
www.linkedin.com/feed/update/...
Is the European 🇪🇺 EV battery recycling story one of a half-full or half-empty glass?
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
Is the European EV battery recycling story one of a half-full or half-empty glass? 🥛
That depends entirely on what expectations you bring to the table.
If you want to see the glass half full… | Han...
Is the European EV battery recycling story one of a half-full or half-empty glass? 🥛
That depends entirely on what expectations you bring to the table.
If you want to see the glass half full, you’l...
www.linkedin.com
September 23, 2025 at 11:15 AM
Is the European 🇪🇺 EV battery recycling story one of a half-full or half-empty glass?
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
How do we deal w high EV insurance costs?
“In January, Chinese authorities released a broad set of guidelines, telling companies to lower the costs of replacement parts and repairs for new energy vehicles, and promote “cross-industry data sharing” and cooperation” www.bloomberg.com/news/article...
“In January, Chinese authorities released a broad set of guidelines, telling companies to lower the costs of replacement parts and repairs for new energy vehicles, and promote “cross-industry data sharing” and cooperation” www.bloomberg.com/news/article...
China’s EV Boom Saddles Its Auto Insurers With Chronic Losses
China’s giant electric vehicle insurance market is flailing. Losses are piling up, as companies’ risk models haven’t kept up with changes in vehicle economics and driver behaviors.
www.bloomberg.com
September 23, 2025 at 4:54 AM
How do we deal w high EV insurance costs?
“In January, Chinese authorities released a broad set of guidelines, telling companies to lower the costs of replacement parts and repairs for new energy vehicles, and promote “cross-industry data sharing” and cooperation” www.bloomberg.com/news/article...
“In January, Chinese authorities released a broad set of guidelines, telling companies to lower the costs of replacement parts and repairs for new energy vehicles, and promote “cross-industry data sharing” and cooperation” www.bloomberg.com/news/article...
The EV market is not healthy. The proof is right in front of us – on the used car lots. Car makers need to more Apple and less...car makers. And the battery and mtrl/recycling industry has to take responsibility for its own situation.
#battchat
www.circularenergystorage.com/post/why-low...
#battchat
www.circularenergystorage.com/post/why-low...
Why Low Residual Values of Electric Vehicles Threaten the Western Automotive Industry, a Circular Economy — and Why Focus on Ownership Is the Solution
“You never actually own a Patek Philippe. You merely look after it for the next generation.”You know the ads. A handsome man — sometimes a woman — caught in a perfect moment with their son or daughter...
www.circularenergystorage.com
September 22, 2025 at 11:27 AM
The EV market is not healthy. The proof is right in front of us – on the used car lots. Car makers need to more Apple and less...car makers. And the battery and mtrl/recycling industry has to take responsibility for its own situation.
#battchat
www.circularenergystorage.com/post/why-low...
#battchat
www.circularenergystorage.com/post/why-low...
Our new Battery Recycling Report has been published. A short writeup about it here with link to our Executive Summary:
www.linkedin.com/posts/hanser... #battchat
www.linkedin.com/posts/hanser... #battchat
It’s already a week since I had the great pleasure of stepping onto the big stage at ICM AG's 30th edition of the International Conference on Battery Recycling (ICBR) in the vibrant city of Valenc...
It’s already a week since I had the great pleasure of stepping onto the big stage at ICM AG's 30th edition of the International Conference on Battery Recycling (ICBR) in the vibrant city of Valencia
...
www.linkedin.com
September 18, 2025 at 12:30 PM
Our new Battery Recycling Report has been published. A short writeup about it here with link to our Executive Summary:
www.linkedin.com/posts/hanser... #battchat
www.linkedin.com/posts/hanser... #battchat
Our new report is out. We spent several months digging as deep as we could to understand how long EVs will stay on the roads, how many of them that will be exported and how many batteries that will be reused. Now we have a very good understanding.
www.linkedin.com/feed/update/...
www.linkedin.com/feed/update/...
#icbr | Hans Eric Melin
After almost six months of work, Circular Energy Storage Research and Consulting is today publishing a new flagship report — the evidence and data behind our most important forecasts on battery use, r...
www.linkedin.com
September 5, 2025 at 1:03 PM
Our new report is out. We spent several months digging as deep as we could to understand how long EVs will stay on the roads, how many of them that will be exported and how many batteries that will be reused. Now we have a very good understanding.
www.linkedin.com/feed/update/...
www.linkedin.com/feed/update/...
An interesting article about people's perception about battery swapping – with my comments about why battery swapping might be a solution to drive up residual values.
And why low residual values is threatening the entire EV and battery industry.
www.linkedin.com/posts/hanser...
#battchat
And why low residual values is threatening the entire EV and battery industry.
www.linkedin.com/posts/hanser...
#battchat
🔋 Interesting article in Nature Magazine on the acceptance of battery swapping in Germany. | Hans Eric Melin
🔋 Interesting article in Nature Magazine on the acceptance of battery swapping in Germany. The study suggests that the ability to swap a battery could actually help some EV sceptics take the leap to e...
www.linkedin.com
July 31, 2025 at 1:32 PM
An interesting article about people's perception about battery swapping – with my comments about why battery swapping might be a solution to drive up residual values.
And why low residual values is threatening the entire EV and battery industry.
www.linkedin.com/posts/hanser...
#battchat
And why low residual values is threatening the entire EV and battery industry.
www.linkedin.com/posts/hanser...
#battchat
A comment on Redwood Materials’ move into second life. To be involved in repurposing indeed makes a lot of sense for recyclers. Especially if they have an aggressive strategy. But there are many out there who wants to get a piece of the value pie. ⬇️🔧🔋🚗
#battchat
www.linkedin.com/posts/hanser...
#battchat
www.linkedin.com/posts/hanser...
🔋 Last week, Redwood Materials announced a major strategic move: they’re launching a new business area — Redwood Energy — focused on energy storage solutions using repurposed batteries. | Hans Eric Me...
🔋 Last week, Redwood Materials announced a major strategic move: they’re launching a new business area — Redwood Energy — focused on energy storage solutions using repurposed batteries. Even more impr...
www.linkedin.com
June 30, 2025 at 12:06 PM
A comment on Redwood Materials’ move into second life. To be involved in repurposing indeed makes a lot of sense for recyclers. Especially if they have an aggressive strategy. But there are many out there who wants to get a piece of the value pie. ⬇️🔧🔋🚗
#battchat
www.linkedin.com/posts/hanser...
#battchat
www.linkedin.com/posts/hanser...
In the whole battery lifecycle recycling generates the least. There is more value in:
🔋 Use it well
🛠️ Maintain it
🔁 Reuse + repurpose it
That’s where the jobs and returns can come from.
And yes—it makes recycling stronger too.
#BatteryLifecycle #EVs
www.circularenergystorage.com/post/from-ba...
🔋 Use it well
🛠️ Maintain it
🔁 Reuse + repurpose it
That’s where the jobs and returns can come from.
And yes—it makes recycling stronger too.
#BatteryLifecycle #EVs
www.circularenergystorage.com/post/from-ba...
From Battery Use to Recycling: The Auto Industry Needs a Circular Rethink
At the recent EVS38 conference in Gothenburg, I found myself the lone dissenter on a panel when moderator Mattias Goldman posed what seemed like a straightforward question: Could circularity give the ...
www.circularenergystorage.com
June 27, 2025 at 12:47 PM
In the whole battery lifecycle recycling generates the least. There is more value in:
🔋 Use it well
🛠️ Maintain it
🔁 Reuse + repurpose it
That’s where the jobs and returns can come from.
And yes—it makes recycling stronger too.
#BatteryLifecycle #EVs
www.circularenergystorage.com/post/from-ba...
🔋 Use it well
🛠️ Maintain it
🔁 Reuse + repurpose it
That’s where the jobs and returns can come from.
And yes—it makes recycling stronger too.
#BatteryLifecycle #EVs
www.circularenergystorage.com/post/from-ba...
There’s no feedstock shortage in battery recycling—just too much capacity chasing too few batteries. This was always going to happen.
www.circularenergystorage.com/post/from-po...
www.circularenergystorage.com/post/from-po...
From PowerPoints to Overcapacity: The Battery Recycling Boom That Wasn’t
If there’s one shared sentiment echoing across the global battery recycling sector right now, it’s disappointment. The volumes simply haven’t come. Feedstock is tight. Some recyclers are running on fu...
www.circularenergystorage.com
June 20, 2025 at 2:25 PM
There’s no feedstock shortage in battery recycling—just too much capacity chasing too few batteries. This was always going to happen.
www.circularenergystorage.com/post/from-po...
www.circularenergystorage.com/post/from-po...