He will discuss the need for primary high Nickle MHP for imbalances in quality and quantity at “mega scale” recycling programs such as their planned Teesside facility, the only planned production of cathode active material in the UK.
- In the near term, new “pure” recyclers coming into the market, particularly in regions where overcapacity is being built, are going to have problems securing feed. Also, recyclers that cannot offer full circularity in the battery supply chain to OEMs and return metal chemicals for reuse in new cell production (eg: P-CAM, CAM) could have problems securing end-of-life scrap.
- Variability in “black mass quality” from a portfolio of suppliers (gigafactories, general recyclers/shredders) needs to be smoothed out, one way to do this is the addition of primary raw material MHP. Also scrap waste can have a large variability in quality which can be a problem for refiners.
- Ability to tailor battery chemistries for cell manufactures, for example a modern NMC 811 is high nickel, low cobalt. The tsunami wave of end-of-life batteries coming on to the market later this decade will be lower nickel chemistries, for example NMC 111 as a scrap population.
In addition, he will explain the importance of strict environmental, social and governance (ESG) criteria for automakers and regulators in a primary raw material supply chain to say batteries are sustainably and responsibly produced with the lowest carbon footprints.
Time: 10 am-11 am, 17th May 2023
Location: Grand Sahid Jaya, Jakarta, Indonesia