"Carbon Trade Barriers" under the battery "must repair lesson"

　　Author ：Iflowpower – Færanleg rafstöð birgir

"In the context of EU and foreign-related environmental protection, customers have given us a very clear requirement, such as BMW, Volkswagen, Mercedes, Renault, Volvo, etc., for low carbon production, material recycling , LCA (battery full life cycle carbon emissions) has a very clear request. For the power lithium-ion battery company, it is quite big.

"Xinwangda battery president Liang Rui said in recent" 2021 Global New Energy and Smart Automobile Supply Chain, New Conference ". It is reported that the current multi-country government has launched an increasingly stringent carbon emission regulatory policy to achieve "carbon neutrality". More and more vehicle companies also put forward the environmental protection requirements of the full life cycle of the dynamic lithium-ion battery.

For my country's powered lithium-ion battery companies dedicated to comprehensive sea, doing a good job in battery recycling is also become a "must-have course". The EU is an important destination of my country's powered lithium-ion battery companies. As the electric motor market in my country, the European Union announced the draft proposal for the new battery law in December 2020, abolished the current battery directive in the EU, and the implementation method was changed to "regulations" to ensure that the EU The battery's battery can achieve sustainable, high performance and security in the entire life cycle, which is scheduled to be implemented on January 1, 2022.

In sustainability dimensions, the EU new battery law has added the requirements of electric vehicle batteries and materials for material recovery, which requires only the required power lithium-ion battery to sell in the EU market. By July 2024, the technical documentation of the electric car battery should include a carbon footprint drafted according to the license bill; in January 2026, cobalt, copper, lead, lithium, and nickel recovery in the battery should be achieved separately. 90%, 90%, 90%, 35%, 90%.

China Automobile Data Co., Ltd. Wang Pan said at the above-mentioned supply chain, from the global perspective, covering the "carbon trade barrier" of the full life cycle has formed.

"In such a policy context, from the car's full life cycle dimension attention to carbon emissions, realize scientific and effective carbon decarburization gradually international trend, overseas policies and regulations related to the control of dynamic lithium-ion batteries is more strict. Wang Zi said. In fact, even if you don't consider the demand for carbon production, from the perspective of relief of the supply and demand of raw materials, the recycling and utilization of waste dynamic lithium-ion battery is also a business worthy of company layout.

my country's introduction of carbon emissions regulatory policies surrounding the power lithium-ion battery are considered to be just a problem. In August this year, the Ministry of Industry and Information Technology has clearly stated that in the letter of the third meeting of the 13th National Committee of the CPPCC, the Ministry of Industry and Information Technology will expose the joint relevant departments to accelerate the establishment of a sound car carbon emission standard system, explore the establishment including the car Full life cycle carbon emission standard system in the car, key components. Wang Pan said that the price of raw material in the nucleation of lithium-ion batteries in recent time is very fierce, and my country's external dependence of cobalt, nickel, manganese and other resources has exceeded 90%, and the external dependence of lithium resources is also high.

In the future, the output of the entire dynamic lithium-ion battery will rise rapidly, and the recycling of the battery is conducive to alleviating the price of raw materials and the shortage of metal resources. In addition, the recycling and utilization of waste power lithium-ion battery can also open up new profit rises to the company. According to the data of China Automobile Data Co.

, Ltd., the current recycling of the waste power lithium-ion battery has been able to make money, and the average profit of 1 tons of reported phosphate ion battery is 0.15 million, and the three-yuan lithium ion battery is 13,800 yuan.

In the face of regulatory policies and market opportunities, some domestic specialized battery recycling companies have explored the use of dynamic lithium-ion battery recycling. Bao Wei, General Manager of Huayou Circulatory, Huawager Cobalt, said in this supply chain and innovative meeting, Huashou created a new model of "waste replacement materials", as well as urban intelligence energy Internet ladder. Among them, "waste change materials" new model can form from the vehicle company to the battery recycling company, battery production company, and finally go to the closed-loop utilization of the vehicle company.

After calculation, carbon emissions can be reduced by 24%. Xie Qiu, general manager of China AVC Passenger Ceremony, also said in this supply chain innovation meeting, currently recycling the use of waste dynamic lithium-ion batteries is to become cobalt sulfate, nickel sulfate, and then recover the material, China Aviation lithium electricity I hope to shorten the process, directly do relevant regeneration, reduce overall carbon emissions, and reduce costs in terms of material level. However, Bao Wei said that the cargo cargo indicator of the ladder is still waiting to be defined.

The battery factory hopes to return to the battery factory, the vehicle factory hopes to return the car factory, the powerful lithium-ion battery material company hopes that the relevant law is still in the formulation. my country's automotive technology research center data shows that more than 200,000 tons of dynamic lithium-ion batteries in 2020, market size reached 10 billion; By 2030, three-dimensional lithium and lithium iron phosphate ion battery will become a hundred billion market. Picture (Source: Economic Observation Network / Author: 振宇).