Smart Mobility - Creating A Circular Economy For Automotive Lithium-Ion Batteries
Smart Mobility - Creating A Circular Economy For Automotive Lithium-Ion Batteries
Smart Mobility - Creating A Circular Economy For Automotive Lithium-Ion Batteries
lithium-ion batteries
Lithium-ion batteries are currently one of the most suitable energy storage for
powering electric vehicles (EVs) with their attractive properties like high energy
efficiency, long cycle life, high power density and high energy density. The number of
EVs worldwide reached 10.9 million in 2020 (2). It is expected that there will be 115
million EVs globally by 2030 (3). Global demand for lithium-ion batteries is predicted to
increase from around 230 GWh in 2020 to 1700 GWh in 2030 (4). In contrast, as of the
end of 2019, the number of fuel cell electric vehicles (FCEV) reached 25210. As can be
seen, electro-mobility based on lithium-ion batteries is currently the best way to reduce
transport's carbon-related emissions. However, modern lithium-ion batteries still have
some performance limits (limited lifespan measured in charge/discharge cycles, service
life, etc.) and technical barriers (high cost, safety, reliability, etc.). Researchers around
the world are working on improving lithium-ion batteries. It is necessary to look for
alternatives to electrode scarce materials (cobalt, nickel, etc.) to increase energy
density and find materials that reduce environmental impact too. Although lithium-ion
battery costs are decreasing rapidly, it is necessary to develop more efficient
manufacturing to decrease their cost. It is clear that only enhanced technological
innovations will ensure the sustainability and commercial viability of lithium-ion battery
systems.
Lithium-ion battery description and working principle
The lithium-ion battery value chain can be divided into six key segments, starting with
the mining and processing of the raw materials, continues with cell component
manufacturing, battery pack manufacturing, electric vehicle manufacturing and ends
with recycling of the lithium-ion battery packs.
China produced 80% of global battery grade raw materials in 2019. China’s
share in cell component manufacturing accounted for 66% of global production in 2019.
China produced 73% of battery cells globally in 2019. It is obvious that China is the
leader in processing of raw materials, in cell component manufacturing and cell
manufacturing, but only 23% of global supply of all battery raw materials came from
China (6). Europe's share of capacity of cell component manufacturing accounted for
only 6% in 2019 (7).
Lithium and cobalt have the biggest supply risks among the metals used in EV
lithium-ion batteries, whereas aluminum has the lowest. Medium supply risks exist for
manganese, iron, nickel and copper.
Lithium
Lithium is the key component in every lithium-ion battery, all cathodes of
lithium-ion batteries contain the lithium. It is expected that demand for the lithium
carbonate (Li2CO3) that is used in lithium-ion batteries, will start to increase again.
Australia, China and Chile accounted for 88% of global lithium production in 2019 (8).
Lithium is a mineral produced from brines (Argentina, Chile Bolivia) or hard rock
sources (Australia). China produces from both brines and hard rock sources. Total world
lithium production was 82000 tonnes in 2020.
The current price of lithium carbonate (99.5% Li2CO3 battery grade) is 14240 USD per
tonne.
Cobalt
The most cathodes of automotive lithium-ion batteries contain cobalt. More than
70% of the world’s cobalt is produced in the Democratic Republic of the Congo (DRC)
and 15 to 30 percent of the cobalt is produced by artisanal and small-scale mining there
in DRC (9). Russia, Cuba, Australia and Canada, the next largest supply countries,
accounting for just 13% of global supply. Total world cobalt production was 140000
tonnes in 2020. There are preferred chemistries with reduced cobalt content with some
compromise in performance. A successful combinations are NCM532, NMC622 and
NMC811. The current price of cobalt is 42535 USD per tonne.
Nickel
Nickel is the key component in lithium-ion battery that have NCA and NMC
cathodes. There is the focus in low cobalt batteries like NMC 811 and even newly
proposed NMC 9.5.5 batteries (with 9 parts of nickel and 0.5 parts of cobalt and
manganese). Nickel rich cathodes will have certainly an impact on nickel consumption
and the nickel market. Demand for the nickel is expected to grow over the coming
years, it is driven by using the nickel in EV’s lithium-ion batteries. Total world nickel
production was approx. 2.5 million tonnes in 2020. The biggest producents of nickel are
Indonesia, Russian and Philippines. The current price of nickel is 17619 USD per
tonne.
There are several ways to recycle lithium-ion batteries. Generally, two recycling
methods for lithium-ion batteries exist hydrometallurgy and pyrometallurgy.
Hydrometallurgy is based on aqueous chemistry, typically at low temperatures,
typically have a high extraction rate, a high metal selectivity and a low energy
consumption. Hydrometallurgical processes consists of several steps. The metals are
dissolved with the help of an acid or salt. Another step is purification where metals are
separated via selective chemical reactions. In the last step, the metals are recovered
from the solution as a solid product in a form of metals, salts or a compound, by
crystallization, electrochemical or electrolytic reduction, etc. This process needs large
plant sizes, there are utilized concentrated acids, which easily generates large amounts
of waste solutions. Under the optimal conditions, the recovery percentages of Ni, Co,
Mn, and Li can reach 98%, 97%, 98%, and 89%, respectively.
Pyrometallurgy needs high-temperature processes such as roasting or smelting
for recovering cobalt, nickel, copper, aluminium and iron. Pyrometallurgy has
advantages such as high reaction rates, small plant size for a given throughput, and a
high overall efficiency. The high temperatures needed in the processes lead to high
energy consumption and emissions. In addition, the recovery of lithium is very difficult.
These processes often only produce intermediates that require further
hydrometallurgical process.
1, https://ec.europa.eu/clima/policies/transport/vehicles_en
2,https://www.automotiveworld.com/news-releases/zsw-electric-cars-on-the-rise-global-count-climbs-to-10-9-million/
3, https://www.statista.com/statistics/970958/worldwide-number-of-electric-vehicles/
4,https://ihsmarkit.com/research-analysis/threefold-increase-in-recycling-needed-to-help-meet-2030-deman.html
5, https://www.iea.org/reports/hydrogen
6,https://www.benchmarkminerals.com/membership/china-controls-sway-of-electric-vehicle-power-through-battery-ch
emicals-cathode-and-anode-production/
7,https://www.spglobal.com/marketintelligence/en/news-insights/blog/top-electric-vehicle-markets-dominate-lithium-io
n-battery-capacity-growth
8, https://www.nsenergybusiness.com/features/top-lithium-producing-countries/
9, https://www.cfr.org/blog/why-cobalt-mining-drc-needs-urgent-attention
10, https://pubs.usgs.gov/periodicals/mcs2021/mcs2021.pdf
11,https://www.researchgate.net/publication/267931433_Hydrometallurgical_process_for_the_recovery_of_metal_val
ues_from_spent_lithium-ion_batteries_in_citric_acid_media