OEM Perspective on Battery Recycling in the New Mobility Era ICBR September 2019 - (PPT)

摘要

Cost positive recycling (recovered value collection, logistics and recycling costs) - Intrinsic value drives collection (important for consumer electronics); - Environmental promise of electrification is fully realized; - Supply chain security. CURRENT STATE - EOL battery volumes low. Significant manufacturing scrap volume (cheaper/easier to recycle); - Li-ion mostly remains in 'pay-to-recycle'. Some exceptions in China; - High sensitivity to the fluctuating price/availability of metals; - Avicenne China study: Limited cost positive scenario for NMC: min. vol. threshold ～20k tpy. NA/EU/China: Key differences - labor and logistics, energy. LFP batteries expected to remain 'pay-to' recycle, and are being routed towards 2nd use. Sound recycling strategy more critical in near term than 2nd use. Logistics and value chain advantages (vertical integration) are KEY.