Battery recycling

Batteries are at the core of renewable energy because they are needed to offset the intermittency of wind and solar. The problem with batteries from an environmental perspective is that the requisite mining is just as bad as fossil fuel mining and extraction but the the good news is that about 90% of the batteries can be recycled. Initially there will be a lot of mining but as green energy takes over from fossil energy a large enough stock of batteries will exist that most new batteries will be made from old. I expect this transition to take a decade or more.

The most visible transition to green energy is the re-emergence of EVs and the second wave will be battery storage which is in its infancy. The other technologies that have markets abuzz are much less predictable, self driving and robo-taxies for example, and I’m not counting on them for my portfolio.

Tesla is the leader in the transition to green energy and it’s at the core of my portfolio.On the periphery I’m using stocks like Li-Cycle Holdings Corp. (LICY) and TuSimple Holdings Inc. (TSP) to generate income via covered calls.

Li-Cycle, Northvolt, and Ganfeng Lithium are among those building recycling plants, spurred by environmental and supply-chain concerns

https://spectrum.ieee.org/lithiumion-battery-recycling-final…

The Captain

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captainccs
Initially there will be a lot of mining but as green energy takes over from fossil energy a large enough stock of batteries will exist that most new batteries will be made from old. I expect this transition to take a decade or more

Given the major advancements being made with batteries and the underlying materials needed to make the new, how can one depend on the usefulness of the older materials? The most ‘recent’ developments-advancements of lithium-ion technology might be a case in point?

Dunno. Just asking.

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how can one depend on the usefulness of the older materials?

Dunno. Just asking.

The Periodic Table does not change. I’m not saying that mining will disappear, it will be sharply reduced once enough EVs and storage batteries are in use.

According to the EPA, about 80% of the lead and plastic in a lead-acid battery is recycled for reuse. Lead-acid batteries are also closed-loop recycled, which means each part of a battery is recycled into a new battery.

https://www.cjdecycling.com/lead-acid-battery-recycling-need…

Similar technologies are being developed for lithium ion batteries.

The Captain

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