ESG MARKET & CASES
Opportunities in South Korea's Battery Recycling: Beyond Facility Capacity to Raw Materials and Sales Channels
Based on the IEA's Global Critical Minerals Outlook 2026, this article analyzes the opportunities and operational conditions for South Korea's battery recycling industry. It distinguishes between facility capacity, raw material securing, recovery quality, and sales and cash flow, providing evaluation criteria to prevent long-term projections from being misinterpreted as confirmed individual business performance.
When battery recycling plants increase, does the overseas dependence on critical minerals decrease correspondingly? Multiple steps lie between the mere existence of a facility and the stable supply of necessary materials.…
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