EV電池的再利用&回收的全球市場:∼2025年

中國成為世界最大的EV市場預計持續領導的EV電池的再利用&回收的市場。由於EV的運行台數增加，鋰和鈷等主要電池材料的成本預計增加。為了減少依賴來自他國的主要材料的進口，許多企業決定建設獨立的電池回收工廠。

本報告提供全球EV電池的再利用&回收的市場調查，市場定義和概要，市場成長的各種影響因素分析，再利用&回收的方法、價值鏈，現有的經營模式，各地區再利用&回收方針、政策，成長機會、成長策略分析等資訊。

摘要整理

調查範圍、市場分類

市場展望

• 亮點
• 使用後鋰離子電池的回收流程
• 電池的回收
• 鋰離子電池:回收方法的種類、比較
• 影響市場的主要趨勢
• 電池回收流程的課題、障礙

鋰離子電池的類型

• 鋰離子電池的類型
• 鋰離子電池的組合、電池化學的價值鏈
• 引進趨勢:各OEM

再利用&回收的方法、價值鏈

• 鋰離子電池的路程
• EV電池包裝的分解設計
• 鋰離子電池回收的價值鏈
• 責任情景
• 電池回收企業
• 鋰離子電池的回收價值鏈
• 服務、回收
• 拆卸、區分
• 電池品質檢查
• 電池的再利用
• 第二人生電池
• 電池廢料
• 電池材料的精製
• 電池的再製造

現有的經營模式

青年&回收的方針、政策:各地區

成長機會、推薦行動

• 成長機會
• 策略性要件

總論

附錄

NMC Batteries will become a Profitable Proposition in Terms of Recycling; LFP Batteries will have Higher Reuse Value

China will continue to dominate the electric vehicle (EV) battery reuse and recycling market because it is the world's largest EV market. The rising number of EVs on the road is anticipated to increase the cost of the key materials used in batteries (lithium and cobalt, for example). To reduce their dependence on the import of key materials from other countries, many companies have decided to construct their own facilities for the recycling of batteries. Existing recycling methods are based on chemical extraction processes tailored for single, specific elements (mainly, lithium and cobalt). The need of the hour is a new technology/solution that will help to overcome the challenge of having separate extraction processes for various elements.

Given the challenges battery disposal presents, recycling works as an opportunity to increase profit margins and decrease footprint, which will act as additional benefits for stakeholders. Battery manufacturers are working on a unified design that will be easy to dismantle; information can also be shared about battery controlling systems' interfaces and communication protocol.

Collaborations between private and public entities will become an important strategy for effective advanced vehicle battery recycling. Innovative business models such as the Tesla-Umicore partnership create arrangements that are as good for the company as they are for the community; they also demonstrate how a recycling system can be both profitable and environmentally sound. Supportive regulations that focus on the recycling of Li-ion batteries will alleviate material scarcity, lower material costs, and reduce energy usage, emission, and mining-related impacts. Robust investments in collection and recycling infrastructure and technology for new-generation vehicle batteries, along with effective regulations, will promote higher collection and recycling rates for Li-ion batteries.

Table of Contents

Executive Summary

• 2019 Highlights
• Li-ion Batteries-Types of Chemistries
• Li-ion Battery Portfolio and Battery Chemistry Value Chain
• The Journey of the Li-ion Battery
• Responsibility Scenarios
• Key Trends Impacting the Market

Research Scope and Segmentation

• Research Scope
• Research Aim and Objectives
• Key Questions this Study will Answer
• Research Background
• Research Methodology

Global EV Battery Reuse and Recycling Market Outlook

• 2019 Highlights
• Recovery Process for Used Li-ion Batteries
• Recovery Process for Used Li-ion Batteries (continued)
• Recycling of Batteries
• Li-ion Batteries-Types of Recycling Methodologies and Comparison
• Key Trends Impacting the Market
• Challenges and Barriers in the Battery Recycling Process

Chemistry of Li-ion Batteries

• Li-ion Batteries-Types of Chemistries
• Li-ion Batteries-Types of Chemistries (continued)
• Li-ion Batteries-Types of Chemistries
• Li-ion Battery Portfolio and Battery Chemistry Value Chain
• Li-ion Batteries-Adoption Trend by OEMs

Reuse and Recycling Methods and Value Chain

• The Journey of the Li-ion Battery
• Design for the Disassembly of EV Battery Packs
• Li-ion Batteries-Recycling Value Chain
• Responsibility Scenarios
• Battery Recycling Companies
• Battery Recycling Companies (continued)
• Li-ion Batteries-Recycling Value Chain (Basic Outline)
• Service and Collection
• Dismantling and Sorting
• Battery Quality Check
• Battery Reuse
• Second-Life Battery Application
• Battery Scrap
• Battery Material Refining
• Battery Remanufacturing

Existing Business Models

• Existing Reuse and Recycle Business Models
• Existing Reuse and Recycle Business Models (continued)

Reuse and Recycling Policies

• Recycling and Reuse of EV Li-ion Batteries
• Outlook for Battery Reuse and Recycling Policies-US and Canada
• Outlook for Battery Reuse and Recycling Policies-Europe
• Outlook for Battery Reuse and Recycling Policies-China

Growth Opportunities and Companies to Action

• Growth Opportunities
• Strategic Imperatives

Key Conclusions

• Key Conclusions
• Legal Disclaimer

Appendix

• Market Engineering Methodology
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)