Recycling

For the next decade, scrap from cell manufacturing yield loss will dominate the supply of recycling scrap due to a six-fold increase in EV production demand.

Continuing lithium supply constraints in the past 12 months could inflate both incentives and competition from process scrap yield improvement as well as second life use.

Recycling would face more supply restraints from its lower position in the waste hierarchy.

Some forecasts further temper process scrap supply expectations through improvements of in-line diagnostics. However, cell manufacturers have yet to validate these new tools. Charts from BloombergNEF

Industry: Recycling Source: BloombergNEF, Benchmark Minerals

Volta Foundation

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