Research on industry trends related to battery recycling

Inviting people to share views on what's happening in the battery recycling space, change of battery chemistries, particularly the significant increase in LFP usage and that impact on recycling revenue and any potential Primobius business model. Here's some reading to get us started:

1. Electric Vehicle Battery Supply Chain and Critical Materials: A Brief Survey of State of the Art

   • Abstract: This article explores the battery raw material supply chain, material processing, and the economy behind the commodity price appreciation. It presents areas of concern, including resource reserves, supply, demand, geographical distribution, battery reuse, and recycling industries. The study aims to boost manufacturing and understanding of the key components and materials required for EV battery production.
   • Authors: Pranjal Barman, L. Dutta, B. Azzopardi
   • Publication Date: April 11, 2023
   • Link to the full article (PDF)

2. Opportunities, Challenges and Strategies for Developing Electric Vehicle Energy Storage Systems under the Carbon Neutrality Goal

   • Abstract: This paper discusses the strategic value and potential of developing EV energy storage in relation to China's carbon neutrality goal. It highlights the increasing market share of EVs, lower-cost and higher-efficiency batteries, and the need for advancements in battery technology.
   • Authors: Xinglong Liu, F. Zhao, Han Hao, Zongwei Liu
   • Publication Date: June 27, 2023
   • Link to the full article (PDF)

3. Assessing the feasibility of the Inflation Reduction Act’s EV critical mineral targets

   • Abstract: This article evaluates the feasibility of the US Inflation Reduction Act's targets for EV battery critical mineral content. It discusses the challenges posed by different battery chemistries and the implications of market-value targets.
   • Authors: Jenna N. Trost, J. Dunn
   • Publication Date: March 6, 2023
   • Link to the full article (PDF)

4. China’s electric vehicle and climate ambitions jeopardized by surging critical material prices

   • Abstract: This article explores the impact of surging prices of critical materials on China's EV adoption. It suggests that high material costs could hinder EV uptake and emphasizes the importance of securing supply chains through international cooperation.
   • Authors: Hetong Wang, K. Feng, Peng Wang, and others
   • Publication Date: March 4, 2023
   • Link to the full article (PDF)