Hottest power battery recycling chaos regeneration

Power battery recycling chaos regeneration 3

"recently, some vehicle enterprises let recycling enterprises go to internal bidding to retire batteries, and those worth about 10000 yuan a ton were reported to 10000 yuan a ton. This phenomenon is very unreasonable, and the industry also needs to pay attention to it." An insider disclosed to Gaogong lithium battery

senior lithium battery learned that the cobalt content of a ton of ternary batteries accounts for about 2%-5%. Based on the current average cobalt price of 350000/ton, the value of retired batteries is about 10000 yuan. Taking into account the extraction costs, environmental protection costs, transportation costs, etc. required after recycling, the value of a ton of cobalt in ternary batteries is about 7000 yuan, plus the recovery of other metals, the value is also within 10000 yuan

another professional in the recycling field also said that it is normal for vehicle manufacturers to carry out public or private bidding for decommissioned power batteries. Even if there are only plans without batteries, recycling enterprises still compete, resulting in a certain element of luck in whether the final cost conversion is profitable

at present, the development of power battery recycling will encounter a window period. Based on factors such as the annual output and future predicted output of new energy vehicles, battery warranty period, vehicle operating conditions and so on, it is estimated that the cumulative decommissioning volume will reach 200000 tons (about 25gwh) in 2020 and more than 780000 tons (about 116gwh) in 2025. The huge blue ocean market has also attracted a large amount of capital, including car companies, power battery companies, material companies, and cross-border listed companies

however, surrounded by capital, the battery recycling industry has gradually begun to emerge chaos. The above-mentioned high price bidding for decommissioned power batteries is one of them

general manager of Ganzhou haopeng District Hancheng believes that the quotation of one ton of retired batteries has deviated from the normal value of the recycling market, and now the whole power battery recycling market has become crazy around the capital market

if the average energy density of the battery is 120wh/kg, the quotation of 1 kwh is about 300 yuan

Gao Weiqiao, deputy general manager of Huayou recycling, said that it is reasonable to report the battery recycling at about 200 yuan per kilowatt hour at the price of echelon utilization, but it is certainly unreasonable to report 300-400 yuan

"coupled with the current decline in the prices of cobalt and lithium materials, the price of recycling is basically unstable." Gawaijo added

Li longhui, director of the data resource center of the China Automotive Research Institute, pointed out that the high price of the recycling enterprises made the vehicle enterprises think that the retired batteries are very valuable, and then opened various bidding. However, if the recycling price of 30000 yuan per ton is reasonably and legally disposed of, the price is still higher than the trapezoidal screw, and it must be impossible to earn money. There is no way to ensure profits in formal channels, and it may be even more impossible for batteries to return to formal channels

insiders agree that it is more urgent and necessary to actively carry out and improve the construction of new energy vehicle power battery recycling system, management and technological innovation and application, standard and specification construction, cooperation mode exploration, evaluation and service

Gaogong lithium battery noted that in addition to the phenomenon of derivative bidding to seize retired batteries, the current power battery recycling industry is also facing industrial chaos, such as the recycling capacity far exceeds the amount of retired batteries, the "missing" of retired batteries, and the uncertain profit model

the recovery capacity far exceeds the decommissioning capacity. Li longhui said that at present, there are too many enterprises in the layout of the power battery recycling market, and the capacity construction is also facing the situation of "big work and fast progress". The capacity planning and construction has far exceeded the amount of battery decommissioning, so most enterprises will face the situation of "not enough to eat" in the future

according to incomplete statistics, there are more than 15 recycling enterprises that have declared or are applying for environmental impact assessment. At present, the built capacity has exceeded 300000 tons. According to the estimate of 780000 tons of retired batteries in 2025 (30% recycling and 70% cascade utilization), the current recycling capacity can meet the planning of 2025

retired batteries are "missing". Galway Joe also revealed to Gaogong lithium that, in fact, 2018 did not wait for the expected "small peak" of power battery scrapping in the industry, and regular recycling enterprises were also very confused about where the retired batteries went. According to speculation, on the one hand, due to poor quality, the batteries put into operation in were retired early. It is estimated that they have been disposed of through some non-standard ways around 2017

on the other hand, at present, small and black workshops are still active, competing for batteries at high prices, and the implementation of echelon utilization is not the direction encouraged by the state, such as fishing machines, power banks, low-speed cars and other decentralized markets, so it is difficult to recycle batteries in the future

the profit model is still unclear. If the change of the length of dynamic fibers is relatively insensitive, the decommissioning volume of the 10 times pool of POWERTRONICS foreign technology exchange will not usher in a real market explosion by 2020. Whether it is echelon utilization or recycling and dismantling, it will not be able to make real profits, and the economic benefits will not meet expectations or a large number of eliminated enterprises will be born

in addition, since most of the batteries put on the market in the early stage are lithium iron phosphate batteries, if there is no way to use them in echelon utilization, they will be listed in the catalogue of demonstration and guidance for the first batch of utilization of key new materials by the Ministry of industry and information technology. For recycling enterprises, the disposal of these batteries is a loss of one ton per ton. At present, there is no state subsidy for power battery recycling, and it is still difficult for enterprises to start making profits