Circulor押注欧盟电池护照法规将使可追溯性成为必购品；沃尔沃EX90率先采用

做的是什么生意

Supply-chain traceability SaaS that gives each batch of raw material a digital identity, letting automakers and miners prove origin, recycled content and carbon footprint.

启动资金：About $44.2M raised by June 2022, including a $25M Series B led by The Westly Group, with Volvo Cars Technology Fund, BHP Ventures, Salesforce Ventures and JLR's InMotion Ventures participating.

起因

Founded around 2017 by Douglas Johnson-Poensgen, Circulor started with battery metals such as cobalt, nickel and mica, then spent about five years with Volvo Cars working out how to trace a material from a specific mine into a specific car, a task Johnson-Poensgen said car manufacturing had never done.

经过

After a 2021 Series A, Circulor raised a $25M Series B in June 2022 led by The Westly Group, and Germany's Battery Pass project named it a central partner for designing the passport's technical inputs and data space. On 2024-06-04 Volvo announced the world's first EV battery passport on the EX90, readable through a QR code inside the driver's door, and said it would be rolled out across Volvo's electric range.

可借鉴之处

当法规将可选数据变成市场准入门票时，在截止日期前与旗舰客户共同构建产品的供应商将占据合规窗口期。