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Cirba Solutions is a private US lithium-ion battery recycler headquartered in Charlotte, North Carolina, formed in June 2022 by merging three legacy recyclers: Retriev Technologies, Battery Solutions, and Heritage Battery Recycling.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
GM supplies EV lithium-ion battery and cell manufacturing/research scrap from select GM facilities to Cirba for recycling under an agreement dating to 2021, extended through 2024 in Nov 2022; over a million pounds of GM battery material recycled to date per trade coverage. Mixed-chemistry scrap (lithium, nickel, cobalt, manganese); no volume or financial terms disclosed as a share of Cirba's total intake.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
This company sits on the supply side for 4 of its 4 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is coverage-limited.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 100% of severity-weighted pressure.