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sarah fleischer

T2 · manager / operator

Former space agency employee who met co-founder Ksenia in the space industry; planted the seed for battery recycling venture 3.5 years ago. Leads commercial strategy and fundraising.

1 call·1 name·100% bull·last heard 5 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$TOZEROtozeroposition

tozero launches Europe's first battery recycling demo plant, targets commercial scale by 2030

tozero has de-risked battery recycling technology at demo scale (1,500 tons/year), recovering >80% lithium and graphite profitably without regulatory dependence, with OEM pilots (BMW, MAN, Webasto) and strategic investors (Honda, JGC) validating the model ahead of 2030+ supply deficit.

Scaling Europe2026-04episode →

most discussed · click a bar to filter

  • $TOZERO

recurring themes

  • Critical Minerals & Supply Chain1
  • Advanced Manufacturing1
1 total
$TOZERO
tozero
HIGHsarah fleischer·Scaling Europe·5 months ago·tozero built Europe’s first battery recycling plant: Sarah Fleischer & Ksenija Milicevic Neumann· position
tozero launches Europe's first battery recycling demo plant, targets commercial scale by 2030
tozero has de-risked battery recycling technology at demo scale (1,500 tons/year), recovering >80% lithium and graphite profitably without regulatory dependence, with OEM pilots (BMW, MAN, Webasto) and strategic investors (Honda, JGC) validating the model ahead of 2030+ supply deficit.
"This is a demonstration plant so definitely serves for us to demonstrate that our technology is scalable and gives us the first real-world indications about the profitability... W…"
5:10
8
Critical Minerals & Supply Chaintailwind
Battery recycling emerges as profitable local alternative to mining for European supply sovereignty
Recycling end-of-life batteries can produce lithium, graphite, nickel and cobalt at cost parity or below primary mining (especially Chinese sources), eliminating geopolitical logistics volatility that hurts downstream industries like glass, ceramics and cement with thin margins.
7
Advanced Manufacturingtailwind
Deep tech hardware scaling in Europe requires strategic industrial partners not just financial VCs
tozero deliberately chose strategic investors Honda (automotive offtake) and JGC (plant engineering expertise having built 20,000 plants globally) over pure financial investors, recognizing that scaling physical recycling plants requires industrial execution capability that typical European VCs lack.