EV용 EOL(End-of-Life) 배터리의 재생 솔루션 개발

Plug-in EV (PEV) sales, which reached 10.4 million in 2022, are projected to accelerate to 57 million vehicles by 2030, a global market share of 47%. Demand for PEV batteries will increase in parallel with PEV sales. An increasing number of PEV batteries will eventually reach the end of their useful life and require an alternative solution to being discarded into landfills, which violates environmental goals, policies, and regulations. Recycling is considered a viable solution for end-of-life PEV batteries. It is environmentally sustainable and it meets broad government and industry strategic goals of mitigating international supply chain and geo-political risks by decreasing reliance on material extraction and refinement dominated by a handful of countries.

North American light duty PEV sales are estimated to reach 6.6 million units by 2030 and PEV battery recycling is viewed as a strategic solution to keep these materials in a closed-loop supply chain in which 95% to 98% of key battery materials are recoverable and can be directed into new battery production. Assuming a minimum 10-year lifespan, nearly 667,000 PEV batteries—the number of PEVs sold in 2021—will be available for recycling in the US by 2031.

This Guidehouse Insights report presents forecasts for future PEV sales, PEV battery production, and the potential volume of PEV batteries available for recycling. It includes an overview of potential business models for establishing a PEV battery recycling market and identifies key incentives and regulations that could ensure the safe removal, discharge, handling, and transportation of end-of-life PEV batteries to recycling facilities. 

Table of Contents

Spark

Context

Recommendations

PEVs Sales Are On The Rise and They Need Batteries

Global EV Sales Have Grown Significantly in the Last Five Years

EV Sales Drive Global Battery Demand

What Does the Battery Market Size Mean for US EV Sales?

US and Canada Battery Demand Could Lag Supply

The EV Battery Recycling Market in the US Is Forecast to Grow

The EV Battery Recycling Process Has Multiple Benefits

Valuing Materials from EV Battery Recycling

Justifying Recycling Costs

Transporting Used EV Batteries

Future Battery Costs Will Determine Competition with Recycled Batteries

Regulations, Policies, and Business Models Affect the Recycling Market

EV Ecosystem Innovators Must Consider the Closed-Loop Battery Supply

Chain

Core Charges Could Be Problematic for EV Batteries

Recyclers Could Pay for End-of-Life Batteries

Manufacturers Could Pay for Collecting End-of-Life Batteries

Batteries Could Be Leased

Other Incentives and Regulations Are Needed