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Benchmark Minerals: Battery production scrap will be the main source of recyclable material this decade

Charged

As demand for lithium-ion batteries accelerates, recycling of raw materials will be an essential part of the circular EV ecosystem. Benchmark forecasts that scrap will account for 78% of the pool of recyclable materials in 2025. Demand for recycled materials may soon be on the increase.

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There’s gold (and lithium and cobalt) in all those EV battery packs

The Verge: Energy

Billions of dollars in incentives such as the Inflation Reduction Act and Bipartisan Infrastructure Law have spurred the creation of a so-called Battery Belt across the southeastern US, all fuel to fire an anticipated spike in electric vehicle demand. The solution, or part of it, might come from recycling.

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DOE doubles down on battery manufacturing supply chain with $2.8bn

Smart Energy International

Currently, the majority of all lithium, graphite, battery-grade nickel, electrolyte salt, electrode binder and iron phosphate cathode material are produced outside the US and China controls the supply chains for many of these key inputs. in 12 states. Anticipated project locations for battery manufacturing.

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The Lead-Acid Battery’s Demise Has Been Greatly Exaggerated

R-Squared Energy

A key point they made in the email was that lead-acid batteries are 99% recyclable, while lithium-ion batteries are recycled at a rate below 5%. To summarize my view, I agree that the recycling issue must be addressed. The cost curve could flatten at a higher price for lithium-ion batteries. They agreed.

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The raw materials crunch: How bad, how long, how to solve it?

Charged

Qichao Hu, founder and CEO of Massachusetts-based battery maker SES, recently told us, “It takes about 2 years to build a new battery gigafactory, but it takes at least 8 years (sometimes more than 10 years) to build a new lithium mine.”. It’s across the whole spectrum of materials involved in the lithium-ion battery supply chain.”.

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