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市场调查报告书

锂离子电池(LIB)回收市场:2020年~2040年的预测

Li-ion Battery Recycling: 2020-2040

出版商 IDTechEx Ltd. 商品编码 940389
出版日期 内容资讯 英文 243 Slides
商品交期: 最快1-2个工作天内
价格
锂离子电池(LIB)回收市场:2020年~2040年的预测 Li-ion Battery Recycling: 2020-2040
出版日期: 2020年06月05日内容资讯: 英文 243 Slides
简介

全球的锂离子电池(LIB)回收市场预估在2040年为止有著每年310亿美金销售额的成长。主要的促进因素是电动汽车(EV)的快速增加造成未来数十年的锂离子电池需求大量增加。

本报告是调查全球的锂离子电池(LIB)回收市场,包含、LIB的技术与流程、市场的促进与不利因素、供需关系、容量□化学制品□地区区分的市场分析、竞争情况、主要企业概说与资料等情报资讯。

目录

第1章 执行摘要

第2章 市场概要

  • 市场概要
  • 矽阳极:合并、收购、投资
  • 电池技术的动向
  • 锂离子电池技术动向
  • 使用锂离子电池的原因
  • 供需关系概要
  • 原料不足的可能性
  • 电动汽车的碳排放量
  • 锂离子材料的可持续性
  • 市场的促进与不利因素等

第3章 回收法规和政策

第4章 锂离子回收处理及技术

  • 铅酸蓄电池
  • 铅酸蓄电池和锂离子电池的成本明细
  • 鹼性电池回收
  • 锂离子电池回收处理概要
  • 锂离子电池回收概要
  • 全球的资源产量
  • 材料内容
  • 废弃物的处理
  • BEV锂离子回收流程
  • 事先处理:机械化、通讯、分离
  • 干法冶炼
  • 湿法冶炼和材料回收
  • 回收技术的结论等

第5章 锂离子电池回收价值炼和商业模式

  • 锂离子电池回收价值炼概要
  • 电动汽车电池的闭环价值链
  • 电动汽车电池EV的回收价值炼
  • 电池回收的经济分析
  • 电池化学成分对回收经济的影响
  • 阴极化学品的回收销售数据
  • 回收与再利用
  • 锂离子电池的成本下降对回收的影响
  • 支援物流:锂离子电池回收
  • 范例学习,中国的电动汽车电池回收网
  • 电池的分类与分解
  • 回收设计等

第6章 回收市场概要

  • LIB回收市场
  • 对整体回收价值链的兴趣
  • 锂离子电池回收企业所在
  • 欧洲
  • 亚太地区(不包含中国)
  • 中国
  • 北美
  • 行业参与
  • 商业化阶段的回收
  • 商业回收明细
  • 回收业者的情况
  • 全球回收能力
  • 结论

第7章 企业概要资料

  • Northvolt
  • BMW
  • Renault
  • Volkswagen
  • Fortum
  • Umicore
  • Duesenfeld
  • Accurec
  • 4R Energy
  • 住友金属工业株式会社
  • JX金属株式会社
  • GHTech
  • Anhua Taisen
  • Tesla
  • Li-cycle
  • American Manganese
  • OnTo Technology
  • Farasis
  • Envirostream

第8章 市场预测

  • 调查方法概说
  • 以容量区别
  • 以地域区别
  • 以化学制品区别
  • 回收金属量
  • 回收市场销售预估
  • 中国
  • 欧洲
  • 北美
目录

Title:
Li-ion Battery Recycling: 2020-2040
Technologies and processes, markets, value chain, players, economics and business cases, forecasts.

By 2040, Li-ion battery recycling will become a $31 billion market.

With the rapid adoption of electric vehicles (EVs), the demand for Li-ion batteries will grow significantly in the coming decades. In the meanwhile, there are increasing concerns over raw material supplies especially rare metals such as cobalt. Recycling provides a crucial solution to raw material supply insecurity and price fluctuations. Through recovering critical raw materials from Li-ion batteries, manufacturers can shield themselves from supply disruptions and also generate additional revenue streams.

Today quite a few spent Li-ion batteries from consumer electronics (e.g. laptops and mobile phones) are never recycled. Different from consumer electronics batteries, it is much easier to build the collection network for EV batteries because when they can't be utilized in the vehicles anymore, they need to be handled by professionals. In many countries, the extended producer responsibility (EPR) requires the OEMs to take care of retired batteries. As EV batteries beginning to reach their end-of-life, we will see an exponential growth of retired EV batteries available for recycling in the coming decades. From 2025 onwards, retired EV batteries will exceed consumer electronics batteries and dominate the recycling market, bringing huge value opportunities across the value chain.

One of the hot discussions around end-of-life EV batteries is whether they should be recycled to obtain the raw materials or repurposed for a second-life in alternative applications such as stationary energy storage. Whether retired EV batteries are repurposed or not, they will need to be recycled anyway in the end. In theory, recycling is the least sustainable measure in circular economy and should be the last step when the batteries couldn't be utilised anymore. In practice, however, many more factors are considered. Technologically, repurposing a second-life for retired EV batteries won't have any effect on its recycling - it will delay the recycling process and thus have an impact on the logistics and economics of recycling. In this report, we discuss the economics of Li-ion battery recycling and the key factors that might impact its value.

This report provides an in-depth analysis of the Li-ion battery recycling value chain from a lifecycle perspective: from mining and processing, to battery materials and production, battery usage, throughout to recycling (or second-life and recycling). The key market players in Li-ion battery recycling are also analysed in the report. We found that several key issues need to be addressed for efficient recycling of Li-ion batteries. Battery collection is one of the most important prerequisites for efficient Li-ion battery recycling. Without an efficient battery collection network, the low volume of batteries to be recycled or high cost of collection could damage the economics of recycling. Another challenge is the lack of design for recycling that make battery disassembly and sorting costly and time-consuming.

While the easier collection and sheer scale of EV batteries provides a huge opportunity it also comes with various technical and economic challenges. The numerous designs and high voltage of EV battery packs mean safe disassembly will remain a complex and time-consuming stage. Furthermore, the $/kWh value embedded within EV batteries will be lower compared to consumer electronics batteries, meaning recyclers will have to extract more material at higher purities and efficiencies if they want to break even on their recycling process. The report provides an overview and analysis of the main stages of Li-ion recycling processes, including mechanical treatments, pyrometallurgy and hydrometallurgy. The techniques are evaluated and compared, and examples of processes used by companies and described in patents are also presented. In addition to providing an understanding of the processes used and being developed for recycling, the report will provide insight into the materials required and therefore the opportunities from this industry.

IDTechEx find that the majority of recycling capacity is currently located in China, though there is increasing interest from other countries. A global analysis of companies capable of recycling Li-ion batteries is provided, allowing for insights into geographic distribution of companies, recycling capacity, industry involvement and interest, process/technology preference and stage of commercialisation.

According to IDTechEx forecasts, by 2040 global Li-ion battery recycling market will be worth $31 billion annually.

In this report, we provide a twenty-year market forecast on Li-ion battery recycling in both volume and revenues. The market forecasts come with a set of breakdowns by region, sector (consumer electronics, stationary energy storage and EVs), battery chemistry as well as the key metals (lithium, cobalt, nickel, manganese, copper and aluminium) recovered. Analysis of each key markets - China, Europe and North America will be provided with insights on their market size and value. China is the largest market for Li-ion battery recycling: by 2040 over 50%, or 4.3 million tonnes of the world's spent Li-ion batteries will be recycled in China. And although in the early 2020s, most Li-ion battery available for recycling come from consumer electronics, from 2025 onwards, the electric vehicle sector will dominate and significantly drive the Li-ion battery recycling market.

Key issues addressed/takeaways from this report:

  • Overview of Li-ion battery market
  • Current market landscape of Li-ion battery recycling
  • Comprehensive analysis and examples of key recycling processes and technologies
  • Regulations and policies on Li-ion battery recycling
  • Analysis of the Li-ion battery recycling value chain and economics of recycling
  • Detailed twenty-year market forecasts on Li-ion battery recycling in both volume and market value (revenues); granular market forecasts are provided by major regions, sectors, battery chemistries and key metals recovered

Analyst access from IDTechEx

All report purchases include up to 30 minutes telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

  • 1.1. Drivers for recycling Li-ion batteries
  • 1.2. LIB recycling process overview
  • 1.3. Pyrometallurgical recycling
  • 1.4. Hydrometallurgical recycling
  • 1.5. Direct recycling
  • 1.6. Recycling techniques compared
  • 1.7. EV battery recycling value chain
  • 1.8. When will Li-ion batteries be recycled?
  • 1.9. Recycling or second life?
  • 1.10. Is recycling Li-ion batteries economic?
  • 1.11. Economic analysis of battery recycling
  • 1.12. Impact of battery chemistries on recycling economics
  • 1.13. Recycling value by cathode chemistry
  • 1.14. Sector involvement
  • 1.15. Commercial recycling breakdown
  • 1.16. State of recycling players
  • 1.17. Recycling market
  • 1.18. Global capacity of Li-ion batteries available for recycling 2020-2040 (GWh)
  • 1.19. Global capacity of Li-ion batteries available for recycling 2020-2040 (GWh) - summary
  • 1.20. Global Li-ion batteries available for recycling 2020-2040: by region (tonnes)
  • 1.21. Global Li-ion batteries available for recycling 2020-2040: by region (tonnes) - summary
  • 1.22. Global Li-ion batteries available for recycling 2020-2040: by chemistry (tonnes)
  • 1.23. Global Li-ion batteries available for recycling 2020-2040: by chemistry (tonnes) - summary
  • 1.24. Global Li-ion batteries available for recycling by chemistry in major regions
  • 1.25. Global recycled metals from Li-ion batteries 2020-2040 (tonnes)
  • 1.26. Global recycled metals from Li-ion batteries 2020-2040 (tonnes) - summary
  • 1.27. Global Li-ion battery recycling market value forecast 2020-2040 ($ million)
  • 1.28. Global Li-ion battery recycling market value forecast 2020-2040 ($ million) - summary

2. INTRODUCTION AND LI-ION BATTERY MARKET OVERVIEW

  • 2.1. What is a Li-ion battery?
  • 2.2. Li-ion cathode overview
  • 2.3. Li-ion anode overview
  • 2.4. Cycle life and End-of-life
  • 2.5. Why batteries fail?
  • 2.6. Li-ion degradation complexity
  • 2.7. What happens to end-of-life Li-ion batteries
  • 2.8. When will Li-ion batteries be recycled?
  • 2.9. The Li-ion supply chain
  • 2.10. Demand for Li-ion shifting
  • 2.11. Market overview
  • 2.12. Drivers for High-Nickel Cathode
  • 2.13. Silicon Anodes - Mergers, Acquisitions, and Investments
  • 2.14. Battery technology trends
  • 2.15. Battery technology trends beyond Li-ion
  • 2.16. The elements used in Li-ion batteries
  • 2.17. Supply and demand overview
  • 2.18. Potential for raw material shortage
  • 2.19. Carbon emissions from electric vehicles
  • 2.20. Sustainability of Li-ion materials
  • 2.21. Questionable mining practice
  • 2.22. Drivers and restraints

3. RECYCLING REGULATION AND POLICY

  • 3.1. What is the circular economy?
  • 3.2. China is preparing for EV battery recycling
  • 3.3. Regulatory framework for battery recycling in China
  • 3.4. The EV battery traceability management system in China
  • 3.5. The battery recycling and traceability management platform
  • 3.6. Battery recycling included in China's solid waste law
  • 3.7. EU critical raw materials
  • 3.8. EU Battery Directive
  • 3.9. European batteries Alliance
  • 3.10. EU battery and end-of-life vehicle directives
  • 3.11. Recovery targets
  • 3.12. Extended Producer Responsibility
  • 3.13. USA
  • 3.14. US Critical Minerals Act
  • 3.15. DoE battery recycling funding
  • 3.16. Transportation

4. LI-ION RECYCLING PROCESSES AND TECHNOLOGIES

  • 4.1.1. Recycling history - Pb-acid
  • 4.1.2. Pb-acid batteries
  • 4.1.3. Pb-acid vs Li-ion cost breakdown
  • 4.1.4. Lessons to be learned
  • 4.1.5. Recycling alkaline cells
  • 4.1.6. Drivers for recycling Li-ion batteries 1
  • 4.1.7. Drivers for recycling Li-ion batteries 2
  • 4.1.8. Constraints on recycling Li-ion batteries 1
  • 4.1.9. LIB recycling process overview
  • 4.1.10. LIB recycling overview
  • 4.1.11. Is there enough global resource?
  • 4.1.12. Material content
  • 4.1.13. Waste material streams
  • 4.1.14. BEV Li-ion recycling mass flow
  • 4.2. Pre-treatments: mechanical, communication, separation
    • 4.2.1. Recycling different Li-ion batteries
    • 4.2.2. Recycling different Li-ion batteries
    • 4.2.3. EV LIB discharge and disassembly
    • 4.2.4. Lack of pack standardisation
    • 4.2.5. LIB disassembly
    • 4.2.6. Mechanical processing and separation
    • 4.2.7. Mechanical processing and separation process
    • 4.2.8. Recycling pre-treatments and processing
    • 4.2.9. Sieving
    • 4.2.10. Recupyl mechanical separation flow diagram
    • 4.2.11. Gravity separation
    • 4.2.12. Eddy current separation
    • 4.2.13. Froth flotation
    • 4.2.14. Mechanical separation flow diagram
  • 4.3. Pyrometallurgy
    • 4.3.1. Pyrometallurgical recycling
    • 4.3.2. Pyrometallurgical recycling
    • 4.3.3. Pyrometallurgical recycling strengths/weaknesses
    • 4.3.4. Umicore recycling flow diagram
  • 4.4. Hydrometallurgy and material recovery
    • 4.4.1. Hydrometallurgical recycling
    • 4.4.2. Hydrometallurgical recycling strengths/weaknesses
    • 4.4.3. Recycling example via hydrometallurgy
    • 4.4.4. Recupyl recycling flow diagram
    • 4.4.5. Electrometallurgy
    • 4.4.6. Precipitation
    • 4.4.7. Solvent extraction
    • 4.4.8. Direct recycling
    • 4.4.9. Direct recycling strengths/weaknesses
    • 4.4.10. Cathode recovery and rejuvenation
    • 4.4.11. Opportunities in Li-ion recycling
  • 4.5. Recycling technology conclusions
    • 4.5.1. Trends in Li-ion recycling
    • 4.5.2. Trends in Li-ion recycling
    • 4.5.3. Recycling methods map
    • 4.5.4. Li-ion production chain/loop
    • 4.5.5. Designed for recycling
    • 4.5.6. Recycling technology conclusions
    • 4.5.7. Recycling techniques compared
    • 4.5.8. Academic research
    • 4.5.9. Academic research by region

5. VALUE CHAIN AND BUSINESS MODELS FOR LI-ION BATTERY RECYCLING

  • 5.1. Why Li-ion batteries fail?
  • 5.2. What happens to end-of-life Li-ion batteries
  • 5.3. Overview of the Li-ion battery recycling value chain
  • 5.4. Closed-loop value chain of electric vehicle batteries
  • 5.5. EV battery recycling value chain
  • 5.6. The lifecycle view of EV battery recycling value chain
  • 5.7. When will Li-ion batteries be recycled?
  • 5.8. Is recycling Li-ion batteries economic?
  • 5.9. Economic analysis of battery recycling
  • 5.10. Impact of battery chemistries on recycling economics
  • 5.11. Recycling value by cathode chemistry
  • 5.12. Recycling or second life?
  • 5.13. Recycling or second life: techno-economic analysis (1)
  • 5.14. Recycling or second life: techno-economic analysis (2)
  • 5.15. Recycling or second life: complementary information
  • 5.16. Impact of recycling on Li-ion battery cost reduction
  • 5.17. Where are the retired Li-ion batteries?
  • 5.18. Reverse logistics: Li-ion battery collection
  • 5.19. Case study of a EV battery collection network in China
  • 5.20. Battery sorting and disassembling
  • 5.21. Design for recycling

6. RECYCLING MARKET OVERVIEW

  • 6.1. LIB recycling market
  • 6.2. Interest in recycling across the value chain
  • 6.3. Location of Li-ion recycling companies
  • 6.4. European recycling
  • 6.5. Asia-Pacific (exc. China) recycling
  • 6.6. Chinese recycling
  • 6.7. North American recycling
  • 6.8. Sector involvement
  • 6.9. Recycling commercialisation stages
  • 6.10. Commercial recycling breakdown
  • 6.11. State of recycling players
  • 6.12. Global recycling capacity
  • 6.13. Conclusions

7. COMPANY PROFILES

  • 7.1. Northvolt's Revolt recycling program
  • 7.2. BMW's strategic partnerships for EV battery recycling
  • 7.3. Renault's circular economy efforts for Li-ion batteries
  • 7.4. Volkswagen plans for retired EV batteries
  • 7.5. Volkswagen's in-house Li-ion battery recycling plant
  • 7.6. Fortum
  • 7.7. Fortum acquired Crisolteq for battery recycling
  • 7.8. Fortum intensify collaboration with BASF and Nornickel
  • 7.9. Umicore
  • 7.10. Duesenfeld
  • 7.11. Duesenfeld process overview
  • 7.12. Accurec
  • 7.13. Akkuser Oy
  • 7.14. 4R Energy
  • 7.15. 4R Energy's Namie plant
  • 7.16. Sumitomo
  • 7.17. Sumitomo processes
  • 7.18. JX Nippon Metal Mining
  • 7.19. GHTech
  • 7.20. Anhua Taisen
  • 7.21. Tesla's 'circular Gigafactory'
  • 7.22. Li-cycle
  • 7.23. Li-cycle business model
  • 7.24. Li-cycle process overview
  • 7.25. American Manganese
  • 7.26. OnTo Technology
  • 7.27. Farasis
  • 7.28. Farasis recycling process patent
  • 7.29. Envirostream

8. MARKET FORECASTS

  • 8.1. Methodology explained
  • 8.2. Global capacity of Li-ion batteries available for recycling 2020-2040 (GWh)
  • 8.3. Global capacity of Li-ion batteries available for recycling 2020-2040 (GWh) - summary
  • 8.4. Global Li-ion batteries available for recycling 2020-2040: by region (tonnes)
  • 8.5. Global Li-ion batteries available for recycling 2020-2040: by region (tonnes) - summary
  • 8.6. Global Li-ion batteries available for recycling 2020-2040: by chemistry (tonnes)
  • 8.7. Global Li-ion batteries available for recycling 2020-2040: by chemistry (tonnes) - summary
  • 8.8. Global Li-ion batteries available for recycling by chemistry in major regions
  • 8.9. Global recycled metals from Li-ion batteries 2020-2040 (tonnes)
  • 8.10. Global recycled metals from Li-ion batteries 2020-2040 (tonnes) - summary
  • 8.11. Global Li-ion battery recycling market value forecast 2020-2040 ($ million)
  • 8.12. Global Li-ion battery recycling market value forecast 2020-2040 ($ million) - summary
  • 8.13. China
    • 8.13.1. Capacity of retired Li-ion batteries 2020-2040: China
    • 8.13.2. Capacity of retired Li-ion batteries by sector 2020-2040: China (GWh) - summary
    • 8.13.3. Li-ion batteries available for recycling in China: by sector 2020-2040 (tonnes)
    • 8.13.4. Li-ion batteries available for recycling in China: by sector 2020-2040 (tonnes) - summary
    • 8.13.5. China Li-ion battery recycling market share by sector
    • 8.13.6. Li-ion batteries available for recycling in China: by battery chemistry 2020-2040 (tonnes)
    • 8.13.7. Li-ion batteries available for recycling in China: by battery chemistry 2020-2040 (tonnes) - summary
    • 8.13.8. China Li-ion battery recycling market share by cathode
    • 8.13.9. Recycled metals from Li-ion batteries in China
    • 8.13.10. Recycled metals from Li-ion batteries in China (tonnes) - summary
  • 8.14. Europe
    • 8.14.1. Capacity of retired Li-ion batteries 2020-2040: Europe
    • 8.14.2. Capacity of retired Li-ion batteries 2020-2040 (tonnes): Europe - summary
    • 8.14.3. Li-ion batteries available for recycling in Europe: by sector 2020-2040 (tonnes)
    • 8.14.4. Li-ion batteries available for recycling in Europe: by sector 2020-2040 (tonnes) - summary
    • 8.14.5. Market share of Li-ion battery recycling market by sector: Europe
    • 8.14.6. Li-ion batteries available for recycling in Europe: by battery chemistry 2020-2040 (tonnes)
    • 8.14.7. Li-ion batteries available for recycling in Europe: by battery chemistry 2020-2040 (tonnes) - summary
    • 8.14.8. Recycled metals from Li-ion batteries in Europe
    • 8.14.9. Recycled metals from Li-ion batteries in Europe (tonnes) - summary
  • 8.15. North America
    • 8.15.1. Capacity of retired Li-ion batteries 2020-2040: North America
    • 8.15.2. Capacity of retired Li-ion batteries 2020-2040 (tonnes): North America - summary
    • 8.15.3. Li-ion batteries available for recycling in North America: by sector 2020-2040 (tonnes)
    • 8.15.4. Li-ion batteries available for recycling in North America: by sector 2020-2040 (tonnes) - summary
    • 8.15.5. Market share of Li-ion battery recycling market by sector: North America
    • 8.15.6. Li-ion batteries available for recycling in North America: by battery chemistry 2020-2040 (tonnes)
    • 8.15.7. Li-ion batteries available for recycling in North America: by battery chemistry 2020-2040 (tonnes) - summary
    • 8.15.8. Recycled metals from Li-ion batteries in North America
    • 8.15.9. Recycled metals from Li-ion batteries in North America (tonnes) - summary