EV battery recycling will not turn out to be a serious enterprise till 2030, in keeping with a brand new report from analysis agency Wooden Mackenzie.
Recycling used EV battery packs has been mentioned as a strategy to reduce demand on assets, however it will likely be tough for recyclers to attain competitiveness on value and quantity, and even discover sufficient battery packs to recycle, in keeping with the report.
Whereas battery recycling has gained some traction with moveable electronics, EV battery packs are inherently tougher to disassemble into particular person cells in an effort to separate recyclable supplies, the report mentioned. That makes it unlikely that recyclers will have the ability to match the volumes of latest battery manufacturing, in keeping with the report.
Volkswagen battery recycling
New batteries additionally value much less to supply, and producers are shifting to cheaper supplies that might additional change the fee equation, the report mentioned. Automakers are additionally wanting past the at the moment dominant lithium-ion chemistry to solid-state cells, which might require recyclers to vary their processes, the report famous.
The report additionally predicted that the availability of recyclable EV battery packs will stay restricted in the intervening time. That is as a result of comparatively few EVs had been bought earlier within the decade, and newer ones are anticipated to last more.
Consequently, recycling capability will exceed the availability of recyclable battery packs in 2030, leaving recyclers “scrambling” for packs, the report predicted. Nevertheless, an anticipated ramp up in EV manufacturing over the subsequent decade might finally alleviate that imbalance, the reported famous.
Rendering of proposed Redwood Supplies cathode manufacturing facility
So whereas the Biden administration is pushing for extra improvement of a battery recycling infrastructure, there may not be many packs for it but.
The identical goes for quite a lot of just lately introduced automaker initiatives that intention to recuperate a excessive share of supplies. Ford has partnered with JB Straubel’s Redwood Supplies, whereas Normal Motors has partnered with Li-Cycle. Volkswagen claims to have developed its personal course of that may recuperate 95% of EV batteries’ uncooked supplies.
Previous to recycling there might also be different makes use of for EV battery packs. A number of automakers have mentioned repurposing them for stationary vitality storage, and there have been different modern impartial efforts. One California-based firm, for instance, has constructed an energy-storage array utilizing 160 Nissan Leaf battery packs.