Tuesday, April 23, 2024

Recycling that could become self-sustaining

It's hard to stay enthusiastic about urban recycling when you've seen urban trash haulers just dump your recycling into the same truck with the solid waste.

But industrial recycling may well be an important part of our response to climate change. Instead of proliferating waste, let's hope our eager engineers can figure out how to make money off it.

Such a thing may be underway in north western Nevada, a region fast becoming a tech-industrial hub.  

According to Bloomberg

In the scrublands of western Nevada, Tesla co-founder JB Straubel stood on a bluff overlooking several acres of neatly stacked packs of used-up lithium-ion batteries, out of place against the puffs of sagebrush dotting the undulating hills. As if on cue, a giant tumbleweed rolled by. It was the last Friday of March, and Straubel had just struck black gold.
Earlier that day, his battery-recycling company, Redwood Materials, flipped the switch on its first commercial-scale line producing a fine black powder essential to electric vehicle batteries. Known as cathode active material, it’s responsible for a third of the cost of a battery. Redwood plans to manufacture enough of the stuff to build more than 1.3 million EVs a year by 2028, in addition to other battery components that have never been made in the US before.
It’s a turning point for a US battery supply chain that’s currently beholden to China. ... Redwood is attempting to break that stranglehold by creating a domestic loop using recycled critical metals.
... EVs already have a much smaller environmental footprint than internal combustion cars, even in countries that still get most of their electricity from coal. While the toll of mining the raw materials for batteries is considerable, more than 95% of the key minerals can be profitably recycled.
At Redwood, nothing goes to landfill, and no water leaves the facility except the sanitary waste from sinks and toilets. There are no gas lines; everything is electric. It’s also built for scale, allowing the company to quickly break down a truckload of assorted batteries without manual sorting or tedious disassembly.
Recyclers will eventually need to match the pace of car factories. For example, a Tesla factory just 250 miles away in Fremont, California, produced 560,000 EVs last year — more than one every minute. When it’s time for those cars to be recycled, they will generate almost 10 times as much EV battery material as the entire US market processed last year. If recyclers can handle all of that, they would begin to rival traditional mining operations.
“Once we've changed over the entire vehicle fleet to electric, and all those minerals are in consumption, we’ll only have to replace a couple percent each year that’s lost in the process,” said Colin Campbell, Redwood’s chief technology officer and the former head of powertrain engineering at Tesla. “It will become obvious to everyone that it doesn't make sense to dig it out of the ground anymore.”

My emphasis. This Bloomberg article goes on to raise the considerable obstacles that battery entrepreneurs could encounter, including reaching necessary scale to supply the new industry, while China may find it in its interest to undercut the costs of their output.  

But it's happening ... and subsidized by the legislation that the Biden Administration squeezed out of Congress to underwrite sustainability. Weird that a government led by a white haired old guy is so forward looking, but there it is.

By way of Bill McKibben.

1 comment:

Brandon said...

I hope they can find a way to obtain these metals from e-waste in general.