Co-authored with Peter Trögel, Paul Kummer, and Florian Tauschek from Berylls.
High-voltage battery (HVB) remanufacturing is the next big profit pool across electrified mobility and energy storage lifecycles, yet many vehicle and industrial equipment makers and key suppliers lack a holistic battery remanufacturing strategy.
The opportunity is to build strategic control over battery flows, protect residual values and unlock lifecycle margins, while enabling circularity and ESG compliance. Early movers will shape standards, secure access to used battery modules, and lock in customer trust.
Strategies for HVB remanufacturing are inevitably complex, and require trade-offs and partnerships:
- Companies need to decide where to play – battery pack, module, or cell – to identify their sweet spot for scale and economics.