Circular Mobility – AUTO2X I Automotive Market Reports

150+ Top Opportunities in Automotive Shaping the Future: Live Automotive Trend Radar

a2xworkshops1 — Tue, 25 Feb 2025 10:02:23 +0000

Auto2x Automotive Technology Radar empowers strategic planning, innovation scouting, and partner discovery

New business models, incl. data monetization and circular strategies, could add another $1 trillion to Automotive Revenues by 2030. Find the biggest opportunities with the Automotive Trend Radar.

The automotive industry is undergoing massive change driven by digital transformation, automation and energy transition.

New business models, incl. data monetization, shared mobility, and circular strategies, could add another $1 trillion to Automotive Revenues by 2030, according to McKinsey.

Change creates tremendous opportunities, as demonstrated by the waves of new market entrants, such as tech giants, and the proliferation of start-ups, among other indicators.

The Auto2x Automotive Trend Radar helps you scout and invest in opportunities with the highest market potential, business readiness and technological maturity to unlock new revenue pools, advance product development or help you innovate and find best-fit partners for commercial or technology development.

It is a crucial tool to empower technology scouting, partner discovery, strategic planning and execution for Corporate Strategy, Innovation, New Product Development, R&D and Engineering teams.

How does the Technology Radar work?

Auto2x’s Automotive Trend Radar Radar uniquely synthesises innovation metrics for incumbent and emerging technologies, business data: market sizing, market share, growth rates; and interviews with experts, such as CEOs, entrepreneurs and academics.

Auto2x leverages a taxonomy of +1400 technologies in Automotive, including AI, Connected, Autonomous Driving, Electrified powertrains & Circular Mobility

✅ Check which Technologies in AI, Autonomous Driving, Connected Cars and New Business models present strong Market Potential
✅ Understand the Technology Readiness to help you time the market
✅ Find best-in-class suppliers and innovators to partner with, invest in or source from.

The basic principle is to develop a robust scouting methodology that captures technological disruption and market movements and prioritises the identified items into Act, Prepare and Watch.

Act: These technologies or opportunities are your top priority when investing in or leveraging to build new products or find partners to enter new markets.
Prepare: the action point here is to position yourself to take advantage of the upcoming development or emerging opportunity.
Watch: the time horizon for these innovations or items doesn’t require immediate action.

The Automotive Trend radar assesses the score for each opportunity based on 3 Parameters:

Market Potential to show how big the market is, how fast it’s growing, what is the level of competition;
Technological Maturity: Technology Readiness Level (TRL, Patent and Scientific Literature)
Market Strategies, which covers business readiness metrics.

Who is it for?

Innovation teams can use the Radar to build insightful technology roadmaps and understand what new functionality or new products they can bring from the evolution of technology;
Strategy teams can identify opportunities and prioritise them to allocate resources better and improve ROI.
Investment and Venture Capital teams (VC) can use the Radar to scout for attractive investment targets, for example, finding start-ups operating in a segment with high potential that aligns with their investment thesis.
Finally, the Radar also serves as an outside-in perspective to help shed light on your blind spots

Auto2x leverages a taxonomy of 1400+ technologies in Automotive, including AI, Autonomous Driving, Electrified powertrains and Circular Mobility.

The comprehensive taxonomy allows you to deep dive into your area of specialisation.

AI in Automotive: captures the impact of advancements in Computer Vision, NLP, Generative AI and other technologies on EVs, ADAS, etc.
Connected Cars: the digitalization of the vehicle interior services, connectivity (5G-6G), Human Machine Interface (HMI) & Software-Defined Vehicles (SDV);
Autonomous Driving captures hardware (sensors) and software, business models for cars, trucks, motorbikes, shared mobility and other use cases.
New Business Models, such as component-as-a-service, data monetization, automated ride-hailing, electrified car-sharing, and multi-modal transport;
Electrified: Future of Powertrain, such as BEVs, PHEVs, HEVs, FC, clean ICE, Electric Vehicle charging, fuel cells, batteries, e-motors, and other;
Circular Autos or Climate-Neutral Cars include sustainable materials, Circular Mobility, and sustainable manufacturing, among others.

Artificial Intelligence Driving Automotive to the Future. AI Assistants are expanding beyond consumer electronics and vehicle infotainment systems to sales, marketing and engineering across multiple industries, including Healthcare, Sales, Messaging and Human Resources. Auto2x has identified 42 companies active in this space which have attracted $578 Million in funding.

Autonomous Driving Technologies and Opportunities to Act on from the Automotive Trend Radar. New ADAS features for better perception, customer experience, digital wallets and electric AVs will contribute €21 Billion by 2025 together with increasing sensor content.

Next-generation Digital vehicles must integrate new, diverse technologies and complex logical operations; the hardware architecture has to support advanced software functionality and upgradability.

Car-Metaverse enables in-cabin features, remote access and virtual development for immersive-reality experiences powered by XR (VR & AR).

Electrification of passenger cars and commercial vehicles will play an important role in the journey towards a carbon-neutral society.

Find the biggest opportunities with the Automotive Trend Radar.

Future of Electric Vehicles, Batteries, Hydrogen & Clean ICE by 2035

a2xworkshops1 — Sat, 19 Oct 2024 09:05:22 +0000

Electric Vehicle Batteries and Hydrogen hold a key role in the future of vehicles: zero-emissions and Circular Mobility

Electrification of passenger cars and commercial vehicles will play an important role on the journey towards a carbon neutral society. While battery is taking central stage, hydrogen has the potential to be an important, safe, low-carbon transport fuel, particularly for heavy-duty transport such as trucks, buses and shipping.

This report examines the impact of technology and market forces to unveil the future of battery and hydrogen mobility.

Assess the electrification roadmaps of leading OEMs with focus on batteries
Learn about innovative research to tackle technological challenges of cost, energy density, storage and infrastructure;
Understand the development of regulation and policy which could remove the barrier of developing infrastructure;
Assess the strategies of players to build strong position in future mobility.

Electric vehicles are reaching mainstream adoption, but the powertrain mix will still require ICE

The adoption of Electric cars, BEV (Battery Electric Vehicles), Plug-in Hybrids (PHEV) or Fuel-Cell Vehicles (FC) is increasing in core car markets, like China, Europe and the US.

New Energy Vehicles (NEV) in China, which include Battery Electric (BEV), Plug-in Hybrid (PHEV) and Fuel Cell (FCV), amounted to 12.866 million units, reaching 40.9% of all vehicle sales of 31.436 million units, according to CAAM.

However, key questions about the evolution of the powertrain mix remain, such as the impact of the removal of government subsidies in EV penetration, the evolution of battery supply chain and the fierce competition among carmakers.

This report analyses the technological innovations in batteries, hydrogen and fuel cells to help innovators stay ahead of the technological curve.

The race to $20,000 EVs is hitting up in 2025: Toyota, VW, Honda and Tesla’s plans

Affordable electric cars with price similar to their ICE variants (price-parity) are crucial for mass adoption of electrification.

Toyota Motor Corporation began selling a $20,000 smart electric car in China in March 2025, aiming to attract buyers with its advanced features similar to Chinese rivals.
Volkswagen presented the ID. EVERY1 concept in March 2025, the preview of an entry-level 20,000-euro electric car for Europe in 2027, with software developed in partnership with Rivian.
Honda plans to launch a small electric vehicle priced below $30,000 in North America by as early as 2026.
Elon Musk has talked about a $20-30K Tesla (Model Q), which could feature innovations and lessons learned from the Cybercab.

The future of powertrain won’t be exclusively electric, because other applications and use cases demand alternative powertrains.

What’s more, different variants of electric cars could feature different battery chemistries for performance vs. efficiency. Mercedes-Benz is planning to use solid state for their premium EVs.

Batteries become the cornerstone of new business models in electrification

Battery-as-a-Service, Battery-Swapping, emerge as new revenue pools for automotive players.

Web3 and Blockchain applications emerge to support transparency and traceability.

Everledger created “EV battery digital passports” with Ford to track batteries across their lifecycle.
Volvo and Jaguar Land Rover are among the carmakers who have already started digitalizing their supply chain using blockchain to source cobalt for EV battery cells.

Environmental regulation for Circular battery economy drives recycling and 2nd life applications

With the proliferation of electric vehicles, regulations are trying to tackle their environmental management.

China has recently published legislation obliging battery and EV manufacturers to recycle exhausted EV batteries at the end of their first life.
In December 2022, the US government’s Bipartisan Infrastructure Law Funding announced support for the reintegration of used batteries through recycling and reusing to meet the increasing supply chain demands and reduce dependence on imports for critical materials and components;
Europe has introduced Circular Battery mandates with the EU Battery Directive.

Moving from a linear to a circular value chain can improve both the environmental and the economic footprint of batteries by getting more out of them while in use, and by harvesting their end-of-life value.

A plethora of technological innovations in electric vehicle batteries, business models for 2nd life and recyclability, and industry collaboration will be crucial for the shift from Low to Full Circular Mobility.

The race to replace lithium-ion batteries is on to solve range anxiety, fast-charging and affordability

Researchers in the US, Japan, China and the EU are focused on several alternatives which may not be available for more than a decade.

Tesla, Ford and VW see lithium-iron-phosphate (LFP) batteries as a cheaper alternative to cobalt as most of the world’s cobalt reserves are located in the Congo, where the mining sector is associated with human rights violations. LFPs already play a dominant role in China’s battery EV market which makes them the primary choice in the energy storage sector until at least 2030.

CATL unveiled its first-generation sodium-ion battery. Sodium is abundant, less expensive and the batteries are non-flammable, so CATL plans to ramp up production by 2023.

Start-ups aim at solving the technological challenges of EV batteries

Three market forces are driving zero-emission powertrains: regulations, innovation in batteries and fuel cells and investments in Electrification, EV Charging & Hydrogen Mobility.

Early-stage funding of Automotive start-ups shrunk from $12.2 Billion in 2021 to $10.9 Billion in 2022 and just $1.5 Billion in Q1 2023. Early-stage funding, which includes Pre-Seed, Seed, A and B Series, amounted to $24 Billion between Q1 2021 & Q1 2023.

Electric vehicles accounted for most of the funding between 2021 and Q1-2023 ($12B), followed by Mobility business models ($6B) and autonomous vehicles ($6B).

IonQ using quantum computing for material simulation for the development of EV batteries;
Some prominent startups working on Solid State Batteries, such as Solid Power, QuantumScape are located in the USA and they have partnerships with major carmakers such as Hyundai.
Actify’s Program Management Software

Carmakers are introducing aggressive roadmaps for new electric vehicles to capture the rising market. According to automotive industry data, the number of programs launched by global carmakers will increase by 50% to 65% over the next three years. There is a huge wave coming at the suppliers who need to digitalize their Program Management functions to support the complexity and scalability of vehicle and parts manufacturing.

Auto2x spoke to Dave Opsahl the CEO of Actify, to understand how Actify’s software management can help suppliers overcome resource constraints and support the fast transition to electrified mobility and networked driving.

“We can automate a lot of the activity of launching a program, which today all happens manually. Our software helps suppliers communicate with their customers about Requests for Quotations (RFQ) and build. We make it possible for them to take the design information and be able to understand what’s the item at issue”, says Dave Opsahl”. Learn more here.

New battery and hydrogen hotspots emerge

Even though China dominates battery manufacturing, Europe, the US and Korea are competing to develop stronger domestic capabilities and limit their dependence on China.

Electrification Outlook: Adoption of BEVs and Hydrogen Vehicles

More than ten million purely battery-powered vehicles were sold in the key e-car markets worldwide in 2024. ICE penetration is dropping in Europe.

Is Hydrogen Mobility over-hyped or at an inflection point?

Hydrogen has the potential to reach TAM of $185 Billion by 2026, vs. $671B from EVs, $200 Billion for Biofuels and just $12 Billion for Fuel cells. Hydrogen Mobility is still in its infancy but there is potential in two domains.

Lowering the cost of Green Hydrogen below $1/kg

The European Commission states that Fuel-Cell hydrogen trucks can become cost-competitive by 2027, if hydrogen drops to €6/kg. We assess that the cost of green hydrogen is expected to see dramatic cost reductions this decade as the cost of renewable energy and electrolysers fall.

One interesting player to watch is Advanced Ionics who has developed an electrolyzer that runs at temperatures below 650 C and it is reportedly able to produce hydrogen for $0.85/kg or less.

Commercializing eFuels and Hydrogen ICE to extend petrol & diesel

In terms of Hydrogen ICE, Toyota is making big bets not only to save the ICE but to replace EVs. We believe that in the near term, the low TCO positions H2-HPDI to be the most capital efficient means to use H2 and lower CO2 emissions from heavy duty applications.

Finally, eFuels got a shot in the arm with the latest update from the EU that could potentially allow sales of new cars with internal combustion engines after 2035 if they run only on efuels. This shows the German car industry’s lobbying power, but techno-commercial challenges remain.

Executive Summary
1. The role of EV Batteries and Hydrogen for zero-emission Sustainable & Circular Mobility
2. EV Market Forecast 2035 and key scenarios
3. The Biggest Opportunities in Powertrain from Auto2x’s Opportunity Radar
4. Recommendations
Trends in E-mobility in 2025 shaping the Future
1. EV market penetration in key car markets
2. Top Trends in E-mobility in 2025 and Beyond
3. Key strategies of leading players: Tesla, VW Group, Toyota, BMW, Mercedes-Benz, Hyundai, NIO, GM and others
4. Investments in Batteries, EV Charging and Hydrogen
5. The Biggest Partnerships and What they mean for the Industry
6. Key Supply Chain Activities in 2025
7. Start-up Funding Trends
8. Key Regulations impacting EV batteries and Hydrogen
Technological Deep Dive in EV Batteries
1. Key techno-commercial challenges Electric Vehicle Batteries face
2. Trigger Points in Battery Energy Storage
3. Innovation in Lithium-ion battery for longer EV range, faster charging and improved safety
4. Patent Landscape
5. The reality for Solid-state Batteries
  1. Commercialization timelines for Solid-state batteries
  2. The ecosystem for Solid state Battery development for Mobility is expanding
6. Other contenders do we see beyond Li-ion: LFP, Li-Metal Solid-State
7. Circular Batteries: Battery Recycling, 2nd Life
Hydrogen Mobility
1. Are Fuel cells ready for prime time?
2. The future of Hydrogen for automotive
3. Innovation in Hydrogen Fuel Cells
4. Hydrogen ICE
5. Green hydrogen cost reduction can support the de-carbonization of long-haul, heavy-duty trucks
Top Opportunities in EVs and Hydrogen Mobility
1. EV Market Forecast 2035 and key scenarios
2. Innovation Opportunities from Auto2x’s Opportunity Radar
3. Rising demand for new talent in e-mobility & digitalization
4. Opportunities in the Circular Economy of EV Batteries
5. Evolving Competition to build Battery & Hydrogen Hubs
6. The development of EV charging & Refueling infrastructure
7. Component as a Service; BaaS – Battery Swapping
8. Aftermarket & Dealerships in Sustainable Mobility
9. Opportunities in Sustainable Fuels: Renewable Gas, Synthetic Biofuels, e-fuels
10. Future of ICE: Phase-out vs. re-purpose or Clean-ICE
Evolving ecosystem
1. Carmaker roadmaps
  1. BMW
  2. BYD
  3. Ford
  4. Geely
  5. GM
  6. Honda
  7. Hyundai
  8. Mercedes-Benz
  9. NIO
  10. SAIC
  11. Stellantis
  12. Tesla
  13. Toyota
  14. VW Group
  15. Xpeng
2. Innovative startups
  1. Benchmarking of EV Battery Start-ups by Market Potential and Technology Readiness
  2. Start-up funding Trends
  3. Interview with Dave Opsahl, CEO of Actify

Gearing up to Circular Mobility: Sustainability in Automotive Industry

a2xworkshops1 — Sat, 19 Oct 2024 09:04:59 +0000

Sustainability in Automotive Industry Is Much More than Net-Zero

Sustainability in Automotive, Circular Autos or Circular Mobility represents a new vehicle class; fully electric, connected vehicles built from the ground up with renewable resources and embedded recyclability.

They could be the silver bullet to the disruption the automotive industry faces; digitalization and sustainability in the automotive industry amid the ripple effects of the worsening economic outlook. They could also be mobility’s pathway to growth through the creation of new value propositions for customers.

Circular Autos represent the embodiment of sustainability in automotive for clean, safe and convenient movement of people and goods. The future of vehicles is Digital and Circular, Auto2x

What’s Inside This Report?

This report explores key opportunities within the transition to sustainable, electrified, connected, and shared mobility.

Dive into our research to discover how sustainability in automotive could lead the sector’s transformation to a more Circular economy. Inside, you’ll find insights into:

Driving Sustainability in Automotive: How Circular Autos can meet emissions regulations and bolster the industry’s environmental goals.
Technological Enablers and Innovation Pace: The impact of AI, Big Data, and other exponential technologies on advancing Circular Autos.
Consumer Trends and Sentiment: Shifting consumer preferences toward eco-friendly transportation.
Player Ecosystem: Analysis of leaders versus followers in adopting circular mobility strategies.
Emerging Circularity Hubs: Identifying the regions pioneering this shift.

Essential Reading for Industry Innovators

This report is a valuable resource for R&D, regulatory bodies, innovation leaders, strategy experts, and investment professionals invested in advancing sustainability in the automotive industry.

EXECUTIVE SUMMARY
1. The role of Circular Autos for Mobility’s future
2. The status of Circular & Sustainable mobility
TOP OPPORTUNITIES
1. 10 recommendations to speed-up Automotive Circularity
2. The future of Green Hydrogen for manufacturing & fuel
3. Green Steel for low-carbon auto manufacturing
4. Innovation for Zero Waste
5. Rising demand for new talent in e-mobility & digitalization
6. Opportunities in the Circular Economy of EV Batteries
7. Evolving Competition to build Battery & Hydrogen Hubs
8. The development of charging & Refueling infrastructure
9. The Critical new role of Sustainable materials
10. Sustainability with the use of Bio-plastics
11. The rise of Alternate Leather
12. New applications in car interior leveraging Smart Glass
13. Secure and transparent supply chain and procurement
14. Opportunities in the optimization of vehicle utilization
15. On-demand Mobility: Car sharing, ride-hail & micro-mobility
16. Component as a Service; BaaS – Battery Swapping
17. Aftermarket & Dealerships in Sustainable Mobility
TECHNOLOGICAL ENABLERS
1. Future of ICE: phase-out or re-purpose?
2. Innovation in Battery Tech for Sustainable Propulsion
3. The future of Hydrogen for automotive
4. Sustainable Fuels: Renewable Gas, Synthetic Biofuels, e-fuels
5. Exponential Technologies for Circular Autos
IMPACT OF REGULATION
EVOLVING ECOSYSTEM
1. Carmaker roadmaps to circular autos
2. Five Innovative startups in Circular mobility

Circular Autos Can Address Environmental Goals and Digital Transformation

Circular Autos represent a new vehicle class with a Total Addressable Market of $3.4 Billion by 2026

Regulations and climate policies drive automakers to integrate circularity and sustainability into their core strategies. Major brands, including Tesla, VW, and Renault, are setting ambitious climate neutrality goals, spanning from fully electric car production to battery recycling initiatives.

Circularity and sustainability are becoming core parts of the strategic direction of carmakers and automotive suppliers due to emission regulations and climate policies, competition and changing consumer needs.

Many passenger car brands are already fully-electric, such as Tesla and Polestar. Still, their shift to climate neutrality is underway, with Tesla not making a commitment yet while Polestar has set 2040 as the goal.

The VW Group is targeting net carbon neutrality by 2050 with a combination of strategies that include a fully-electric car mix, off-setting unavoidable emissions and many more. The VW Group expects its BEV mix to account for 20-25% of sales by 2025, amounting to 2-3 million units, of which VW will amount to circa 1 million.
The latest update of Renault Group’s Renaulution plan will include creating a 360° circular economy company from the closed loop in materials to battery recycling, called “The Future Is NEUTRAL”, an industry-first, according to the French carmaker.

“Renault Group intends to position itself faster and stronger than competition on the new automotive value chains: EV, software, new mobility and circular economy.” Luca de Meo, CEO

BMW aims at a 1/3 CO2 reduction across its value chain by 2030. The Group wants to become climate-neutral by 2050.
Polestar and Volvo have set 2040 as their net-zero commitment target. Hyundai and KIA have set 2045.
Ford, VW, Mazda, Honda, Nissan, Toyota and Isuzu have set 2050.
ZF, a major automotive supplier, is targeting net carbon neutrality by 2040. The company intends to incorporate sustainability as a unique selling proposition, from meeting the highest environmental standards in production to dealing with employees and being a reliable, ethical business partner

Regulations are the biggest driver of transformation to Circular Autos. CO2 fleet compliance and targets for PHEV/BEV sales are increasing the cost of compliance of Internal Combustion Engines and driving the introduction of PHEVs and BEVs.

With the proliferation of electric vehicles, regulations are concerned about the environmental and social impact of EV batteries. The European Parliament is working on an update of the EU’s battery directive to ensure that batteries can be repurposed, remanufactured or recycled at the end of their life.

Sustainability in automotive and MaaS (Mobility-as-a-Service)

Balancing rising demand in MaaS with sustainability is a key to success

Demand for Mobility-as-a-Service (MaaS) will skyrocket by 2030 to $1.4 Trillion, or 19% of global Automotive revenues, driven by increasing urbanization and mandates for sustainability.

How to simultaneously tap into the $1.4 Trillion Mobility-as-a-Service (MaaS) and the $2.5T Sustainability in automotive industry?

MaaS incorporates shared mobility services such as ride-hailing, car-sharing, micro-mobility, services integrated with public transport and alternatives to private car ownership, among others.

While a lot has been written about the impact on private car ownership, automakers and automotive suppliers, the impact on transit operators, fleet management service providers and municipalities is often overlooked.

Miles driven by ride-hailing fleets will triple between 2022 and 2030 (CAGR 15%), driven by a 25% drop in cost per mile to $1.5 in 2030.
Public miles driven will rise by 9% by 2030
Personal miles by 13% in the same period.

To capture the size of the opportunity New Mobility Services present for the automotive industry, we outline some forecasts from recent reports from Goldman Sachs and McKinsey. Even though the two reports follow different market definitions, a common perspective is the expectation that the additional revenues of the auto industry from new mobility services (e.g., ride-hailing) will increase by approximately $1.5 trillion by 2030.

McKinsey estimates the revenues from new services, which include Mobility-as-a-Service as well as data connectivity services to grow from $30 billion in 2015 to $1.5 trillion in 2030, achieving a CAGR of 30% for the 15-year period.

These new revenues will be the primary fuel for the growth of overall Automotive Revenues to $6.7 trillion in 2030, from $3.5 trillion in 2015 as One-time-vehicle sales will record only 2.5% CAGR for this period.

Goldman Sachs estimates that the Total Addressable Market (TAM) of the New Mobility market, which is a combination of existing and new markets, will rise by $1.4 trillion between 2020 and 2030 (from $7.05 in 2020 to $8.4 trillion in 2030). A deeper segmentation of the ride-hailing market expects ride-hailing miles to grow four-fold between 2020 and 2030 and revenues three-fold to $409 billion.

But the shift to sustainability in automotive still faces adoption challenges

Despite advances, the path to sustainable automotive solutions faces regulatory and technological hurdles. Variations in regulations and standards, coupled with limited consumer awareness, present barriers that need addressing.

A plethora of technological innovations in electric vehicle batteries, business models for 2^nd life and recyclability, and industry collaboration will be crucial for the shift from Low to Full Circular Mobility.

The lack of regulatory harmonization, the absence of global cooperation to develop common standards, and consumer awareness are roadblocks to overcome.

This report provides ten strategic recommendations for accelerating the adoption of Circular Autos, from promoting green manufacturing to exploring circularity-as-a-service models.

10 strategies to gear-up Circular Autos for sustainable Mobility

Here are Auto2x’s Top-10 recommendations to accelerate the shift to Sustainable and Circular Mobility.

Regulators and policy-makers should evaluate mandatory “Green Automobile Manufacturing”, e.g., with green steel;
Automotive players must embrace innovations in exponential technologies, such as AI, Big Data, etc. to achieve quantum leaps in their transition to Circularity, instead of incremental steps;
Vehicle manufacturers and shared mobility network operators should collaborate for the development of “Purpose-built” vehicles to electrify ride-hailing and Mobility-on-Demand;
Pursue strategies for the decarbonization of the ICE car parc with e-mobility aftermarket kits;
Accelerate the shift to SDV-Software defined vehicles, which includes advanced electric architectures and connectivity to optimize zero-emission powertrains;
Investigate the optimization of EV Charging infrastructure to close the loop, e.g. charging while driving on electrified roads, while queuing in traffic lights, parked, etc.
Explore new CaaS (Circularity-as-a-Service) business models, such as Energy-as-a-Service (EaaS) with integration of EVs in the smart grid, Component-as-a-Service, such as Battery leasing and swapping and more.
Increase transparency of supply chain activities and resources using blockchain and digital identities, such as BMW’s digital passport for EV charging with renewable resources;
Recyclability for the second-life of battery and other components, e.g. Li-Cycle’s lithium-ion recovery with high efficiency to close the loop in battery value chain;
Cross-industry collaborations to build secure supply chain for sustainability

3 innovative companies bringing exponential tech Sustainability in Automotive

Circular Autos are coming to enable zero-emission transport, maximize vehicle utilization to accelerate the shift to sustainability and carbon-neutral economy. Innovation, is critical for the shift of the automotive industry to sustainability, especially in the areas of batteries, fuel cells, recycling, lifecycle optimization and second-life.

Auto2x unveils 3 companies using AI, Data, Computing, IoT, WEB3 are other exponential technologies to accelerate sustainability and Circular Mobility. These solutions have the potential to revolutionize the automotive industry by solving challenges in decarbonization and digitilization of the supply chain.

Posh Robotics is utilizing computer vision, a sub-segment of AI; and robotics, to automate EV battery recycling;
Everledger created “battery digital passports” with Ford to track EV batteries across their lifecycle
IonQ is using quantum computing for material simulation to accelerate the development of electric car batteries

Posh uses computer vision to automate EV battery recycling & circularity

Posh Robotics is using computer vision and robotics for battery recycling. Posh provides robots that disassemble EV batteries automatically for recycling and qualify battery packs for reuse, refurbish or recycle. The company’s vision is to automate EV battery recycling to accelerate sustainability and scale energy storage.

The company is tackling the problem of manual disassembly of batteries and the lack of uniformity of batteries, a problem which will become even worse with the proliferation of EV batteries as the penetration of electric vehicles rises.

Posh was founded in 2021 and is headquartered in San Mateo, U.S.A. The company’s founders we focused on robots for restaurants initially, before shifting to the mobility industry. The company is currently at Seed Stage. They have received a total of $3.8 million in funding with the last funding round in June 2022 of $3.8m. Competition includes Lohum, Redwood Materials, Li-Cycle, Lithion Recycling.

The company’s technology differentiation is the use of computer vision and robotics arms to automate 3 functions: diagnosis and discharge, disassembly and automated testing with could make battery recycling fast, safe and scalable for reuse.

Everledger’s battery Passport to track battery lifecycle and end-of-life

Everledger, a London-based company focusing on digital transparency, launched a battery passport pilot with Ford Motor Company in Oct’22 to ensure the responsible recycling of Electric Vehicle batteries. This battery digital passport will allow Ford to gain visibility on out-of-warranty batteries and validate responsible end-of-life recycling, according to their press release.

The company is working on projects that digitalize the supply chain for sustainability and better transparency.

IonQ’s quantum computing tech aims at the optimization of EV battery development

IonQ has announced a project with Hyundai to optimize battery chemistry for electric cars through simulation with quantum computing algorithms. IonQ claims it can address many of these issues with quantum technology in areas such as battery efficiency and boosting the capacity of energy grids, according to sources.

The VW Group is also working on quantum computing to identify solutions to EV batteries, traffic optimization and more.