Lohum Cleantech Private Limited

At a Glance

Industry

Energy or Utility

Project Types

Data Analysis, Supply Chain, Sustainability and Energy Management Strategy

Year

2024

Location

Noida, Uttar Pradesh

Summary

Harshanth identified opportunities and developed strategies for improving the global competitive positioning and driving the business sustainability of Lohum.

Goals

Lohum, one of India's largest lithium-ion battery recyclers aiming to be the leading producer of sustainable energy transition materials through recycling, repurposing, and low-carbon refining enlisted EDF Climate Corps fellow R Harshanth to study the value & supply chain of lithium-ion batteries to identify opportunities and develop strategies to improve Lohum's global strategic positioning. Lohum was also interested in developing strategies to make the entire value chain greener and more sustainable.

Solutions

To analyze the market dynamics and the value & supply chains of critical materials in lithium-ion batteries, Harshanth aggregated data and literature from secondary sources and derived insights on the structure and behavior of critical material markets. Additionally, strategic risks and opportunities were also identified in the supply chain via competitor analysis and by locating areas of value capture, and the corresponding risks to the energy security of India in general. Data on product GHG emissions were obtained from secondary sources and calculated assumptions were made in case the data was not available. To improve Lohum's global competitive positioning, opportunities were identified in the demand and supply side of the lithium-ion battery materials value chain and strategies were developed to more capture more value in the process. The GHG emissions in the manufacturing of the final product (Lithium-Ion batteries of various chemistries) were estimated based on values from secondary sources and the same were used to identify opportunities to drive business sustainability initiatives.

Potential Impact

The strategies suggested could potentially improve the competitive positioning of Lohum as a global leader in sustainable production of critical energy transition materials for lithium-ion battery manufacturing through recycling and solve for crucial issues in ensuring the energy security of the nation by bringing down the demand-supply gap in the supply chain.

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