RESOLVA INSIGHTS

South Korea Smart EV Battery Recycling Processing Plant Feasibility Study with Circular Economy Market Forecast

Executive Viability Abstract

This feasibility study evaluates the establishment of a state-of-the-art 'Smart' EV Battery Recycling Processing Plant in South Korea. Strategically positioned within the Gwangyang or Pohang battery clusters, the facility leverages AI-driven sorting and hydrometallurgical extraction to support the domestic K-Battery circular economy. With South Korea's massive domestic battery production capacity (LG, Samsung, SK), the plant secures a steady supply of manufacturing scrap and end-of-life (EOL) units, aiming for a 20,000 TPA capacity.

Return on Investment
28.5%
Payback Span
4.2 Years
Net Present Value
$142.8M USD
IRR Index
24.2%
## Market Analysis South Korea is a global leader in battery manufacturing, yet lacks raw material independence. The circular economy market is forecasted to grow at a CAGR of 18.5% through 2035. Government mandates (K-Battery Strategy) provide subsidies for urban mining and recycling. Demand is driven by the domestic need for Nickel, Lithium, and Cobalt, which currently rely on 90%+ imports. ## Capex Summary The estimated initial investment is $95.0M USD. - Land & Infrastructure: $20.0M - AI-Driven Automated Disassembly Systems: $15.0M - Hydrometallurgical Refining Line: $40.0M - Environmental Compliance & Waste Treatment: $12.0M - Working Capital: $8.0M ## Revenue Model Revenue is generated via three primary streams: 1. **Material Recovery Sales**: High-purity Lithium Carbonate, Nickel Sulfate, and Cobalt Sulfate sold back to LGES, SK On, and Samsung SDI. 2. **Black Mass Trading**: Exporting intermediate black mass during peak pricing windows. 3. **Tipping Fees**: Collection fees for processing end-of-life EV battery packs from OEMs. ## Financial Projections Targeting an annual revenue of $55M by Year 3 with an EBITDA margin of 32%. Expansion into Solid State Battery (SSB) recycling is planned for Year 5.