Additional EV investments will support black mass, critical materials and battery manufacturing

There is a lot of additional activity in the United States when it comes to electric vehicle (EV) production and this will be supportive of black mass recycling, critical material production and active battery manufacturing that is needed to support the EV industry

The statement comes from Roger Lin, vice president, marketing and government relations of the Westborough, Massachusetts-based black mass recycler Ascend Elements.

“The desire to build domestic supply chains for EVs is very strong, including in the US. We are working to establish a world class establishment and capacity in the US that will take raw materials and use them in the most efficient way possible. We will be turning them into [precursor cathode active material] pCAM and [cathode active material] CAM, which is produced very little in the US,” Lin said.

Ascend announced on Tuesday September 26 a new joint venture with the South Korean SK ecoplant subsidiary TES to build a new facility in Hopkinsville, Kentucky, that will disassemble and shred approximately 24,000 tonnes per year of used EV batteries and gigafactory scrap.

It will produce roughly 12,000 tpy of black mass.

The newly announced facility in Hopkinsville is “almost a copy-paste” of Ascend’s facility in Covington, Georgia and will increase the company’s recycling capacity, according to Lin.

The company’s Base 1 facility in Covington has annual capacity to process around 30,000 tonnes of used lithium-ion batteries and manufacturing scrap.

“Our strategy goes hand in hand with what the US government is trying to do,” Lin said, adding that this is evidenced by the two grants that Ascend received from the Department of Energy (DOE).

In October 2022, the DOE awarded Ascend two grants worth a total of $480 million to produce sustainable CAM from recycled batteries. The company announced that this would be used toward the construction of their Apex 1 facility in Hopkinsville that will produce pCAM and CAM.

Apex 1 is currently under construction. Ascend expects it to become operational in 2024, and to produce pCAM for around 750,000 new EVs per year at full capacity.

The black mass produced at the newly announced facility will supply Apex 1. The construction is scheduled to begin in November 2023 with production expected to commence in early 2025.

“Black mass will be produced and consumed locally, and this will happen anywhere in the world where there is EV production,” Lin said.

Want more insights and forecasts for the battery recycling and black mass market?

Keep up to date with global market insights and predictions for the battery recycling market with the Fastmarkets Battery Recycling Outlook.

What to read next
In the latest episode of Fast Forward, Fastmarkets’ Andrea Hotter speaks to senior figures across government and industry, including the US Department of Energy, Rio Tinto and Lockheed Martin, to unpack how critical minerals and battery materials are being reshaped by shifting demand, policy priorities and national security concerns.
The geopolitics-led diversification of critical minerals supply chains is broadly viewed as a tailwind to the lithium market, senior executives said during the Executive Keynote Panel at Fastmarkets’ Global Lithium, Battery and Critical Materials in Las Vegas on Tuesday June 23.
Here are some of the key discussion topics across the battery and critical minerals sectors ahead of Fastmarkets’ Global Lithium, Battery and Critical Materials conference taking place in Las Vegas, Nevada, United States on June 22-25.
Few battery raw materials entered the 2020s with as much momentum as lithium hydroxide. As automakers raced toward electrification, the industry widely expected high-nickel batteries to dominate the next generation of electric vehicles (EVs). Lithium hydroxide, a critical raw material for nickel-rich cathodes, was projected to become one of the battery sector’s fastest-growing products.
Ford’s launch of Ford Energy reflects a clear strategic reset rather than simple diversification. The company is responding to a widening gap between earlier EV assumptions and current market reality, where demand growth has slowed, subsidy support has become less reliable, and large-scale battery investments are now underutilized.
China’s tightening regulation of its lithium-ion battery recycling sector is increasing black mass flows and accelerating the release of lower-cost recycled cobalt units, Fastmarkets understands.