As electric vehicle sales skyrocket, so too will the need for EV batteries and the metals that make them work. That’s where recycling comes in. By 2035, some 3.7 million metric tons of batteries could be nearing the end of their lives. Pull them apart to repurpose their innards, and you could have 10-18% of the key materials needed for battery manufacturing.

On today’s show, Dana is joined by BloombergNEF energy storage analyst Andy Leach. Together they discuss why production scrap from the manufacturing process is the most important feedstock for near-term recycling, how EV ownership rates across different regions will impact the longer-term availability of key metals, and the policies and incentives that are designed to encourage and enforce battery recycling.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app.

Links to research notes from this episode:

Lithium-Ion Battery Recycling Market Outlook 2024 - https://www.bnef.com/insights/33401

As electric vehicle sales skyrocket, so too will the need for EV batteries and the metals that make them work. That’s where recycling comes in. By 2035, some 3.7 million metric tons of batteries could be nearing the end of their lives. Pull them apart to repurpose their innards, and you could have 10-18% of the key materials needed for battery manufacturing.
On today’s show, Dana is joined by BloombergNEF energy storage analyst Andy Leach. Together they discuss why production scrap from the manufacturing process is the most important feedstock for near-term recycling, how EV ownership rates across different regions will impact the longer-term availability of key metals, and the policies and incentives that are designed to encourage and enforce battery recycling.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal, on <a href="https://www.bnef.com/">bnef.com</a> or on the BNEF mobile app.
Links to research notes from this episode:
Lithium-Ion Battery Recycling Market Outlook 2024 - <a href="https://www.bnef.com/insights/33401">https://www.bnef.com/insights/33401</a>

Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.

Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.

The future of energy, transport, sustainability and more from Bloomberg analysts

Switched On

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins sits down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins sits down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

Mind the EV Battery Recycling Gap

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ada5ce2b-360d-42e3-ace0-b12c00553b70/transcript

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