Current status and prospects of power battery recycling market

　　Author ：Iflowpower – Portable Power Station Supplier

The rapid development of new energy vehicles has reached a new milestone in the policy of global electric vehicles. According to relevant data, by 2017, the global electric vehicle guarantee (including pure electric vehicles and plug-in hybrid vehicles) more than 300 10,000, up 57% compared to 2016. As a new energy car heart, the power lithium battery is naturally added year by year, and the current quality of new energy vehicles currently circulated in the market is standard for 5 years or 80,000 kilometers.

If this standard is calculated, the new energy car or driving mileage promoted by 2009 to 2012 is close to the 80,000 kilometers of the power lithium battery that has replaced the standard. In this regard, the industry is estimated that in 2018, the total amount of waste-driven battery scrap will exceed 1.70,000 tons, and the metal from which is recovered, cobalt, manganese will create more 5.

3 billion yuan in the battery raw material market. At the same time, the number of power-based cell retire will rise in the number of geometries, and there is also a new environmental hidden danger behind the huge business opportunities. In March this year, the seven ministries jointly announced the "Interim Measures for the Administration of New Energy Automobile Power Battery Recycling and Utilization", which mentioned business models that need to be explored to form a dynamic lithium battery recycling and use innovation, and support domestic companies to work in conjunction with various regions.

Carry out the dynamic lithium battery ladder. At present, the domestic dynamic lithium battery recycling industry has not yet mature, the battery recovery, the recovery network is not perfect, and the environmental protection risk is also the biggest obstacle to the development road of the dynamic lithium battery recovery industry. At the moment, the recycling of waste dynamic lithium batteries is generally divided into two forms: ladder utilization and dismantling utilization.

The ladder uses important to reduce battery capacity so that the battery cannot operate normally normally, but the battery itself is not scrapped, still can continue in other ways. The dismantling utilization is to resource the battery, recover the regenerative resources used value, such as cobalt, lithium, etc. By disassembling the waste power lithium battery, the price of nickel, cobalt, lithium, etc.

can be extracted for recycling, which can avoid scarce and price fluctuation risk of upstream raw materials to a certain extent, reduce battery production costs. According to people in the industry, the purity of nickel, cobalt and lithium in the power lithium battery plasma will be much higher than the raw material purity extracted in ore and mineral salts. This is also the root cause of the profit of the power lithium battery dismantling and utilization market.

At present, most domestic new energy vehicles are equipped with a ternary lithium-ion battery and a lithium-phosphate ion battery. About lithium iron ion batteries, due to the valuable metal such as cobalt, the recovery and dismantling economic benefits are not high, but its cycle performance is better. Therefore, iron phosphate ion battery tendency is suitable for ladder utilization.

About the ternary battery, due to its cobalt-specific metal elements, the cycle performance is poor, so the ternary battery tends to dismantle. Related data show that according to the existing technical level, the metal cobalt recovery rate is 95%, and the lithium carbonate recovery rate is 85%. At the same time, the current metal cobalt and lithium carbonate price trend is expected to renew the market space of 10.

7 billion yuan. Up to 2024 can be upgraded to 24.5 billion yuan.

In addition to huge profits, a series of systems issued by the country is also gradually guiding the dynamic lithium battery recovery industry to form their business model, third-party institutions, materials companies and battery companies continue to turn their attention to this cup. At present, the third-party recycling company is representative of Greenmei, Hunan Bang Pu, Zhangzhou Haopeng and other companies, relying on its professional recycling technology, equipment, qualifications and channels into dynamic lithium battery recycling fields; lithium-electric materials companies Representatives of Mining Giants such as Huayou Cobalt, the Cobalt Lithium and Cold Cobalt Industry, in recent years, have established a respective lithium-ion battery cycle recycling project in recent years; dynamic lithium battery companies are responsible for Establishment, power lithium battery companies have gradually become the protagonist of battery recycling business model, such as CATL huge summes to create battery production - sales - recycling industry rings, BYD and Green Midea work together to build battery recycled circulatory system, Guoxuan high-tech self-built power lithium battery Recycling utilization trial pipeline, etc. It can be seen that as national policies, industry chain downstream demand, upstream raw material prices, power lithium battery recycling market high profit, etc.

All major companies or only timelyly develop and develop their own unique business models, in order to taste the sweetness of this billion market. In 2014, he became the first year of the dynamic lithium-ion battery. After three years of expansion, the domestic annual output increased by about 10 times, reaching 44.

5GWH. The dynamic lithium battery retirement cycle is about 5 years, so the recycling market of the powered lithium battery after 2018 enters the high-speed rising period. All always, the national level has actively introduced various policies and standards, dividing the responsibility of recycling, and promoting its establishment of recycling system.

In the next three years, the retired battery is based on the lithium iron phosphate ion battery, and it is important to use the ladder to accommodate the energy storage market. Tilillar Station is a good application scenario of retired batteries. During the attenuation of 80% to 40% of the electricity, the retired battery can still achieve more than 800 cycle life in the energy storage.

Lithium cobalt prices continue to rise, the metal regeneration benefits of consumer batteries are supported according to the wet regeneration path of domestic mainstream manufacturers, and the economic benefits of the power lithium battery and consumer batteries have been measured. Power lithium iron battery (LFP), ternary batteries (NCM523) and consumer cobalt-produced cobalt-produced cobalt-produced cobalt-produced cobalt-producing cobalt-producing cobalt-based cells are -292, 17733, 38729 yuan / ton. Therefore, it is foreseeable that the recycling of power lithium batteries relies on responsibility division and ladder utilization, and the economic performance of consumer battery regeneration is relatively better.