Circular economy strategies for mitigating metals shortages in electric vehicle batteries under China's carbon-neutral target

Ziming Hu*, Biying Yu*, Ichiro Daigo, Jinxiao Tan, Feihu Sun, Shitong Zhang

*Corresponding author for this work

    Research output: Contribution to journalArticlepeer-review

    6 Citations (Scopus)

    Abstract

    Concerns over supply risks of critical metals used in electric vehicle (EV) batteries are frequently underscored as impediments to the widespread development of EVs. With the progress to achieve carbon neutrality by 2060 for China, projecting the critical metals demand for EV batteries and formulating strategies, especially circular economy strategies, to mitigate the risks of demand-supply imbalance in response to potential obstacles are necessary. However, the development scale of EVs in the transport sector to achieve China's carbon neutrality is unclear, and it remains uncertain to what extent circular economy strategies might contribute to the reduction of primary raw materials extraction. Consequently, we explore the future quantity of EVs in China required to achieve carbon neutrality and quantify the primary supply security levels of critical metals with the effort of battery cascade utilization, technology substitutions, recycling efficiency improvement, and novel business models, by integrating dynamic material flow analysis and national energy technology model. This study reveals that although 18%–30% of lithium and 20%–41% of cobalt, nickel, and manganese can be supplied to EVs through the reuse and recycling of end-of-life batteries, sustainable circular economy strategies alone are insufficient to obviate critical metals shortages for China's EV development. However, the supplementary capacity offered by second-life EV batteries, which refers to the use of batteries after they have reached the end of their first intended life, may prove adequate for China's prospective novel energy storage applications. The cumulative primary demand for lithium, cobalt, and nickel from 2021 to 2060 would reach 5–7 times, 23–114 times, and 4–19 times the corresponding mineral reserves in China. Substantial reduction of metals supply risks apart from lithium can be achieved by the cobalt-free battery technology developments combined with efficient recycling systems, where secondary supply can satisfy the demand as early as 2054.

    Original languageEnglish
    Article number120079
    JournalJournal of Environmental Management
    Volume352
    DOIs
    Publication statusPublished - Feb 2024

    Keywords

    • Carbon neutrality
    • Circular economy strategy
    • Dynamic material flow analysis
    • Electric vehicle battery
    • Energy technology optimization model
    • Reuse and recycling

    Fingerprint

    Dive into the research topics of 'Circular economy strategies for mitigating metals shortages in electric vehicle batteries under China's carbon-neutral target'. Together they form a unique fingerprint.

    Cite this