电动汽车 (EV) 电池再利用和回收市场的增长机会

2021 年全球电动汽车市场的收入增长将超过 75.6%，这将提振电池需求。 然而，即使作为 EV 电池达到其使用寿命终点后，它仍有 60% 至 70% 的剩余容量。机会正在出现，导致 EV 电池的再利用和回收市场不断增长。

本报告审视和分析了全球电动汽车 (EV) 电池再利用和回收市场，提供了有关区域监管框架、主要参与者和增长机会的信息。

内容

战略要务

• 为什么越来越难成长？
• 战略要务 8 (TM)
• 三大战略要务对电动汽车电池再利用和回收行业的影响
• 增长机会推动增长 Pipeline Engine(TM)

增长机会分析

• 调查范围
• 增长动力
• 抑制增长的因素

EV电池的二次利用和使用

• 电动汽车电池二次使用趋势：亮点
• EV 电池生命週期
• 二次使用
• 再利用和回收 EV 电池的挑战和障碍

监管展望

• 监管展望：亮点
• 电动汽车电池再利用和回收的监管框架：全球
• 电动汽车电池再利用和回收的监管框架：欧洲
• 电动汽车电池再利用和回收的监管框架：中国
• 电动汽车电池再利用和回收的监管框架：日本
• SSR：世界情景

市场展望

• 再利用和回收市场展望：要点
• 电池再利用/回收：内置电池
• 预计到 2030 年的再利用和回收能力

电动汽车电池价值链

• EV 电池价值链：亮点
• 锂离子电池回收价值链
• 建立循环经济
• 再利用/回收市场商业模式：亮点
• 汽车 OEM 业务模式：亮点
• 电池製造商的商业模式：亮点
• 使用过的 LID 收集过程
• 价值链公司的回收

在电池再利用和回收方面与主要汽车 EV 原始设备製造商进行规划和合作

• 汽车 OEM 战略和活动
• 生命週期评估：大众电池
• 二次利用和回收
• VW 在电池回收和再利用方面的战略和活动
• 生命週期评估：戴姆勒电池
• 戴姆勒在电池回收和再利用方面的战略和活动
• 生命週期评估：BMW 电池
• BMW 在电池回收和再利用方面的战略和活动
• 生命週期评估：现代电池
• 现代在电池回收和再利用方面的战略和活动
• 生命週期评估：特斯拉电池
• 特斯拉在电池回收和再利用方面的战略和活动
• 生命週期评估：RNM 电池
• RNM 的电池回收和再利用战略和活动
• 生命週期评估：GM 电池
• GM 在电池回收和再利用方面的战略和活动
• 生命週期评估：Stellantis 电池
• 围绕二次使用应用的其他汽车 OEM 活动

主要电池回收公司

• 区域概况：EV 电池回收公司
• 南北美洲
• 欧洲
• 中国
• 亚太地区
• Unicorn
• 4R Energy
• Ningbo Brunp CATL New Energy
• Li-Cycle
• Redwood Materials
• American Manganese
• Primobius
• Retrieve Technologies
• Gamfeng Lithium
• Lithion Recycling

增长机会领域

• 增长机会 1：建立电池回收和製造的平行产业
• 增长机会 2：汽车製造商更愿意将电池用于二次应用而不是回收利用
• 增长机会 3：为价值链中的无缝业□□务案例发展循环经济
• 图表列表
• 免责声明

Government Regulations and Environmental Concerns Prompt Market Participants to Establish Circular Economy

Environmental concerns resulting from the increasingly apparent climate change effects drive the worldwide adoption of sustainable transportation. With governments phasing out vehicles that run on fossil fuels through stringent emissions regulations, people are purchasing electric vehicles (EVs) in significant numbers. The global EV market recorded over 75.6% revenue growth in 2021, increasing battery demand. However, when they reach the end of their life as EV batteries, they still have 60% to 70% of their capacity. This opens up opportunities to repurpose batteries in second-life applications and recycle them to extract valuable elements such as cobalt and nickel, leading to the growing EV battery reuse and recycling market.

Although the current market trend indicates a preference for recycling in the short term (two to three years), rising technological sophistication, proven business models, and clear regulations will increase second-life applications in the long term.

In this report, Frost & Sullivan analyzes the following market aspects:

• Regulatory framework by region, including global, Europe, China, and Japan

• Value chain, business models, and prominent participants

• Top automotive EV OEMs' plans and alliances on battery reuse and recycling

• Major battery recycling companies by region (the Americas, Europe, China, and Asia-Pacific)

• Strategic imperatives and growth opportunities

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the EV Battery Reuse and Recycling Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Research Scope
• Growth Drivers
• Growth Restraints

EV Battery Second-life Applications and Use

• EV Battery Second-life Trends-Highlights
• EV Battery Life Cycle
• Secondary Life Applications
• Challenges and Barriers in EV Battery Reuse and Recycling

Regulatory Outlook

• Regulatory Outlook-Highlights
• Regulatory Framework for EV Battery Reuse and Recycling-Global
• Regulatory Framework for EV Battery Reuse and Recycling-Europe
• Regulatory Framework for EV Battery Reuse and Recycling-China
• Regulatory Framework for EV Battery Reuse and Recycling-Japan
• SSR-Global Scenario

Market Outlook

• Reuse and Recycling Market Outlook-Highlights
• Battery Reuse and Recycling-Installed Battery
• Estimated Reuse and Recycling Capacity-Up to 2030

EV Battery Value Chain

• EV Battery Value Chain-Highlights
• LIB Recycling Value Chain
• The Establishment of a Circular Economy
• Reuse and Recycling Market Business Models-Highlights
• Automotive OEM Business Models-Highlights
• Battery Manufacturer Business Models-Highlights
• Recovery Process for Used LIDs
• Recycling Value Chain Players

Top Automotive EV OEMs' Plans and Alliances on Battery Reuse and Recycling

• Automotive OEMs' Strategies and Activities
• Life Cycle Assessment-VW Battery
• Second-life Applications and Recycling
• VW Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-Daimler Battery
• Daimler Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-BMW Battery
• BMW Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-Hyundai Battery
• Hyundai Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-Tesla Battery
• Tesla Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-RNM Battery
• RNM Strategy and Activities Surrounding Battery Recycling and Reuse
• RNM Strategy and Activities Surrounding Battery Recycling and Reuse (continued)
• Life Cycle Assessment-GM Battery
• GM Strategy and Activities Surrounding Battery Recycling and Reuse
• Life Cycle Assessment-Stellantis Battery
• Other Automotive OEM Activities Surrounding Second-life Applications

Major Battery Recycling Companies

• Regional Overview-EV Battery Recycling Companies
• EV Battery Recycling Companies-Americas
• EV Battery Recycling Companies-Americas (continued)
• EV Battery Recycling Companies-Europe
• EV Battery Recycling Companies-Europe (continued)
• EV Battery Recycling Companies-China
• EV Battery Recycling Companies-APAC
• Umicore
• 4R Energy
• Ningbo Brunp CATL New Energy
• Li-Cycle
• Redwood Materials
• American Manganese
• Primobius
• Retriev Technologies
• Ganfeng Lithium
• Lithion Recycling

Growth Opportunity Universe

• Growth Opportunity 1-Establish Parallel Industries for Battery Recycling and Manufacturing
• Growth Opportunity 1-Establish Parallel Industries for Battery Recycling and Manufacturing (continued)
• Growth Opportunity 2-Vehicle Manufacturers Prefer using Batteries for Second-life Applications over Recycling
• Growth Opportunity 2-Vehicle Manufacturers Prefer using Batteries for Second-life Applications over Recycling (continued)
• Growth Opportunity 3-Develop a Circular Economy for a Seamless Business Case in the Value Chain
• Growth Opportunity 3-Develop a Circular Economy for a Seamless Business Case in the Value Chain (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer