With the popularization of new energy vehicles, power batteries have not only become a key technology to reduce the overall price of cars, but also a major challenge to the environment in the next five years. According to the China Automotive Technology Research Center, the amount of scrapped electric vehicle batteries will reach 120000 to 170000 in 2020.
The lithium element in power batteries is evenly distributed globally, and China's development of lithium resources is in a leading position. In terms of reserves, compared to South America, which has the richest resources, China ranks second in the world in terms of mining reserves, with a total of 5.25 million tons. However, the amount used in 2015 has reached 200000 tons. The continuous consumption of lithium resources not only affects the sales price of power batteries, but also puts forward new requirements for battery recycling.
Battery materials are currently a hot topic in research and industrialization, whether it is positive electrode materials or negative electrode carbon materials, they have attracted market attention, among which silicon carbon negative electrode materials are a research and development hotspot. However, the different positive and negative electrode materials, formulas, etc. of various manufacturers make the dismantling and recycling of power batteries complex. It seems that the simplest way is to lower the usage standards.
In terms of the recycling and reuse of automotive batteries, tiered utilization is currently the most important promotion method, as electric vehicles have relatively high standards for battery density, stability, and other aspects. Industry insiders say that when the charging capacity reaches 80% and cannot be further increased, the car battery is declared scrapped. The scrapped batteries are more than sufficient for low-speed electric vehicles such as elderly scooters, as well as for the use of municipal emergency lighting.
The Development Plan for Energy Conservation and New Energy Vehicles Industry requires strengthening the cascade recycling and utilization of power batteries, and clarifying the responsibilities, rights, and obligations of all parties in the establishment of management methods and systems. The government should not only guide battery production enterprises to recycle and reuse batteries, but also encourage the development of specialized battery recycling enterprises.
It can be seen that the recycling and utilization of electric vehicle batteries requires the extension of responsibility from battery manufacturers and the establishment of a recycling system. This field will also become a new opportunity for innovative enterprises to develop. In the construction of battery packs, they not only need to solve the impact of battery performance differences caused by different driver habits in the use of batteries in automobiles. At the same time, in terms of installation, it is also necessary to establish relatively unified interface and wire standards.
Due to the strong downstream demand for new energy vehicles, the shortage of power batteries will continue to exist. The head of a company that invests in new energy told reporters that this phenomenon is expected to continue for another 1-2 years, with potential investors' quotes rising steadily.
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