電動汽車 (EV) 電池再利用和回收市場的增長機會

2021 年全球電動汽車市場的收入增長將超過 75.6%，這將提振電池需求。 然而，即使作為 EV 電池達到其使用壽命終點後，它仍有 60% 至 70% 的剩餘容量。機會正在出現，導致 EV 電池的再利用和回收市場不斷增長。

本報告審視和分析了全球電動汽車 (EV) 電池再利用和回收市場，提供了有關區域監管框架、主要參與者和增長機會的信息。

內容

戰略要務

• 為什麼越來越難成長？
• 戰略要務 8 (TM)
• 三大戰略要務對電動汽車電池再利用和回收行業的影響
• 增長機會推動增長 Pipeline Engine(TM)

增長機會分析

• 調查範圍
• 增長動力
• 抑制增長的因素

EV電池的二次利用和使用

• 電動汽車電池二次使用趨勢：亮點
• EV 電池生命週期
• 二次使用
• 再利用和回收 EV 電池的挑戰和障礙

監管展望

• 監管展望：亮點
• 電動汽車電池再利用和回收的監管框架：全球
• 電動汽車電池再利用和回收的監管框架：歐洲
• 電動汽車電池再利用和回收的監管框架：中國
• 電動汽車電池再利用和回收的監管框架：日本
• SSR：世界情景

市場展望

• 再利用和回收市場展望：要點
• 電池再利用/回收：內置電池
• 預計到 2030 年的再利用和回收能力

電動汽車電池價值鏈

• EV 電池價值鏈：亮點
• 鋰離子電池回收價值鏈
• 建立循環經濟
• 再利用/回收市場商業模式：亮點
• 汽車 OEM 業務模式：亮點
• 電池製造商的商業模式：亮點
• 使用過的 LID 收集過程
• 價值鏈公司的回收

在電池再利用和回收方面與主要汽車 EV 原始設備製造商進行規劃和合作

• 汽車 OEM 戰略和活動
• 生命週期評估：大眾電池
• 二次利用和回收
• VW 在電池回收和再利用方面的戰略和活動
• 生命週期評估：戴姆勒電池
• 戴姆勒在電池回收和再利用方面的戰略和活動
• 生命週期評估：BMW 電池
• BMW 在電池回收和再利用方面的戰略和活動
• 生命週期評估：現代電池
• 現代在電池回收和再利用方面的戰略和活動
• 生命週期評估：特斯拉電池
• 特斯拉在電池回收和再利用方面的戰略和活動
• 生命週期評估：RNM 電池
• RNM 的電池回收和再利用戰略和活動
• 生命週期評估：GM 電池
• GM 在電池回收和再利用方面的戰略和活動
• 生命週期評估：Stellantis 電池
• 圍繞二次使用應用的其他汽車 OEM 活動

主要電池回收公司

• 區域概況：EV 電池回收公司
• 南北美洲
• 歐洲
• 中國
• 亞太地區
• Unicorn
• 4R Energy
• Ningbo Brunp CATL New Energy
• Li-Cycle
• Redwood Materials
• American Manganese
• Primobius
• Retrieve Technologies
• Gamfeng Lithium
• Lithion Recycling

增長機會領域

• 增長機會 1：建立電池回收和製造的平行產業
• 增長機會 2：汽車製造商更願意將電池用於二次應用而不是回收利用
• 增長機會 3：為價值鏈中的無縫業□□務案例發展循環經濟
• 圖表列表
• 免責聲明

Government Regulations and Environmental Concerns Prompt Market Participants to Establish Circular Economy

Environmental concerns resulting from the increasingly apparent climate change effects drive the worldwide adoption of sustainable transportation. With governments phasing out vehicles that run on fossil fuels through stringent emissions regulations, people are purchasing electric vehicles (EVs) in significant numbers. The global EV market recorded over 75.6% revenue growth in 2021, increasing battery demand. However, when they reach the end of their life as EV batteries, they still have 60% to 70% of their capacity. This opens up opportunities to repurpose batteries in second-life applications and recycle them to extract valuable elements such as cobalt and nickel, leading to the growing EV battery reuse and recycling market.

Although the current market trend indicates a preference for recycling in the short term (two to three years), rising technological sophistication, proven business models, and clear regulations will increase second-life applications in the long term.

In this report, Frost & Sullivan analyzes the following market aspects:

• Regulatory framework by region, including global, Europe, China, and Japan

• Value chain, business models, and prominent participants

• Top automotive EV OEMs' plans and alliances on battery reuse and recycling

• Major battery recycling companies by region (the Americas, Europe, China, and Asia-Pacific)

• Strategic imperatives and growth opportunities

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the EV Battery Reuse and Recycling Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Research Scope
• Growth Drivers
• Growth Restraints

EV Battery Second-life Applications and Use

• EV Battery Second-life Trends-Highlights
• EV Battery Life Cycle
• Secondary Life Applications
• Challenges and Barriers in EV Battery Reuse and Recycling

Regulatory Outlook

• Regulatory Outlook-Highlights
• Regulatory Framework for EV Battery Reuse and Recycling-Global
• Regulatory Framework for EV Battery Reuse and Recycling-Europe
• Regulatory Framework for EV Battery Reuse and Recycling-China
• Regulatory Framework for EV Battery Reuse and Recycling-Japan
• SSR-Global Scenario

Market Outlook

• Reuse and Recycling Market Outlook-Highlights
• Battery Reuse and Recycling-Installed Battery
• Estimated Reuse and Recycling Capacity-Up to 2030

EV Battery Value Chain

• EV Battery Value Chain-Highlights
• LIB Recycling Value Chain
• The Establishment of a Circular Economy
• Reuse and Recycling Market Business Models-Highlights
• Automotive OEM Business Models-Highlights
• Battery Manufacturer Business Models-Highlights
• Recovery Process for Used LIDs
• Recycling Value Chain Players

Top Automotive EV OEMs' Plans and Alliances on Battery Reuse and Recycling

• Automotive OEMs' Strategies and Activities
• Life Cycle Assessment-VW Battery
• Second-life Applications and Recycling
• VW Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-Daimler Battery
• Daimler Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-BMW Battery
• BMW Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-Hyundai Battery
• Hyundai Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-Tesla Battery
• Tesla Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-RNM Battery
• RNM Strategy and Activities Surrounding Battery Recycling and Reuse
• RNM Strategy and Activities Surrounding Battery Recycling and Reuse (continued)
• Life Cycle Assessment-GM Battery
• GM Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-Stellantis Battery
• Other Automotive OEM Activities Surrounding Second-life Applications

Major Battery Recycling Companies

• Regional Overview-EV Battery Recycling Companies
• EV Battery Recycling Companies-Americas
• EV Battery Recycling Companies-Americas (continued)
• EV Battery Recycling Companies-Europe
• EV Battery Recycling Companies-Europe (continued)
• EV Battery Recycling Companies-China
• EV Battery Recycling Companies-APAC
• Umicore
• 4R Energy
• Ningbo Brunp CATL New Energy
• Li-Cycle
• Redwood Materials
• American Manganese
• Primobius
• Retriev Technologies
• Ganfeng Lithium
• Lithion Recycling

Growth Opportunity Universe

• Growth Opportunity 1-Establish Parallel Industries for Battery Recycling and Manufacturing
• Growth Opportunity 1-Establish Parallel Industries for Battery Recycling and Manufacturing (continued)
• Growth Opportunity 2-Vehicle Manufacturers Prefer using Batteries for Second-life Applications over Recycling
• Growth Opportunity 2-Vehicle Manufacturers Prefer using Batteries for Second-life Applications over Recycling (continued)
• Growth Opportunity 3-Develop a Circular Economy for a Seamless Business Case in the Value Chain
• Growth Opportunity 3-Develop a Circular Economy for a Seamless Business Case in the Value Chain (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer