[VTenigma]

Redwood alone reportedly handles roughly 75–90% of lithium-ion battery recycling currently occurring in North America.
Most current feedstock is still:
battery factory scrap,
damaged packs,
consumer electronics,
and early EV retirements.

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The above is from Chat GPT

The amount of new lithium ion batteries sold annually in the USA is on the order of 500,000 to 1,000,000 metric tons. Redwood processes in the tens of thousands of metric ton of the above waste streams and they are about 90% of the market. I won’t even go into the ICE vehicle waste stream as the numbers are exponentially greater.

[miniTAX]

“The amount of new lithium ion batteries sold annually in the USA is on the order of 500,000 to 1,000,000 metric tons. Redwood processes in the tens of thousands of metric ton of the above waste streams and they are about 90% of the market. I won’t even go into the ICE vehicle waste stream as the numbers are exponentially greater.”

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Even if Redwood processes tens of thousands MT of LiIon and is about 90% of the market (your claims), it says nothing about the LiIon that need to be recycled. So your numbers about the LiIon **produced** is a red herring.

For years, there has been NOT enough LiIon to recycle for all the installed recycling capacity in the US and Europe, meaning all those recycling factories have so far quite low utilisation rate because of insufficient feedstock. It’s an established FACT.
As to the “ICE vehicle waste stream”, I don’t see what’s the point in a discussion about LiIon recycling??? Another red herring probably.