Future material demand for automotive lithium-based batteries
Open accessAbstract
The world is shifting to electric vehicles to mitigate climate change. Here, we quantify the future demand for key battery materials, considering potential electric vehicle fleet and battery chemistry developments as well as second-use and recycling of electric vehicle batteries. We find that in a lithium nickel cobalt manganese oxide dominated battery scenario, demand is estimated to increase by factors of 18–20 for lithium, 17–19 for cobalt, 28–31 for nickel, and 15–20 for most other materials from 2020 to 2050, requiring a drastic expansion of lithium, cobalt, and nickel supply chains and likely additional resource discovery. However, uncertainties are large. Key factors are the development of the electric vehicles fleet and battery capacity requirements per vehicle. If other battery chemistries were used at large scale, e.g. lithium iron phosphate or novel lithium-sulphur or lithium-air batteries, the demand for cobalt and nickel would be substantially smaller. Closed-loop recycling plays a minor, but increasingly important role for reducing primary material demand until 2050, however, advances in recycling are necessary to economically recover battery-grade materials from end-of-life batteries. Second-use of electric vehicles batteries further delays recycling potentials.
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Written from the paper’s full text.
TL;DR
This paper uses global scenarios and a dynamic material flow analysis to quantify future demand for electric vehicle battery materials through 2050 under fleet, chemistry, recycling, and second-use assumptions. It finds large increases in lithium, cobalt, and nickel demand in NCX-dominated scenarios, with alternative chemistries and recycling reducing but not eliminating primary supply pressure.
Key findings
- In a lithium nickel cobalt manganese oxide dominated battery scenario, demand from 2020 to 2050 is estimated to increase by factors of 18–20 for lithium, 17–19 for cobalt, 28–31 for nickel, and 15–20 for most other materials.
- Cumulative demand from 2020–2050 ranges from 7.3–18.3 Mt for Li, 3.5–16.8 Mt for Co, and 18.1–88.9 Mt for Ni across fleet and battery chemistry scenarios.
- Large-scale use of LFP or Li-S/Li-Air batteries substantially lowers cobalt and nickel demand; cumulative Ni and Co demand is 2–2.5 times higher in the NCX scenario than in the LFP and Li-S/Air scenarios, with a factor of 4–5 between SD-NCX and STEP-LFP or STEP-Li-S/Air.
- Recycling at best reduces cumulative material demand by 20–23% for Li, 26–44% for Co, and 22–38% for Ni until 2050; closed-loop recycling potential is below 10% in the current decade but may reach 20–71% during 2040–2050, and second-use delays recycling.
Methods
- A dynamic stock-driven material flow analysis model with EV, battery, and material layers; EV fleet scenarios based on IEA STEP and SD scenarios until 2030, extended to 2050 using logistic growth; battery chemistry scenarios include NCX, LFP, and Li-S/Air; recycling scenarios include pyrometallurgical, hydrometallurgical, and direct recycling, plus second-use.
- Battery material compositions are calculated with the BatPaC model version 3.1 for BEVs and PHEVs across small, mid-size, and large segments and eight battery chemistries; assumed average capacities are 66 kWh for BEVs and 12 kWh for PHEVs.
- Sensitivity analyses cover battery lifespan, required battery capacity per vehicle (10 kWh PHEV to 110 kWh BEV extremes), 100% market shares of LFP or Li-S/Li-Air, and higher specific energies for Li-S and Li-Air chemistries.
Limitations
- Stated: uncertainties are large; key factors are EV fleet development and battery capacity requirements per vehicle; advances in recycling are necessary to economically recover battery-grade materials; second-use delays recycling; direct recycling is largely unproven outside the lab; Li-S and Li-Air market readiness and lifespans are uncertain.
- Stated/model assumptions: 100% collection rates, technical battery lifespans, no EV-to-EV battery remanufacture or reuse, and no additional demand from heavy-duty vehicles or other sectors; results are global and do not resolve regional supply risks.
- Evident: the scenarios are exploratory what-if projections rather than forecasts, and the sensitivity bounds—all PHEVs with 10 kWh batteries versus all large SUVs with 110 kWh batteries—show that demand depends heavily on assumed battery capacity and fleet composition.
Model-written summary. Check it against the paper before relying on it.
Integrity signals
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Cites
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Claims the paper makes
0 of 75 cited sources checked · 0 supported · 0 flagged
- Findingnone given
Closed-loop recycling plays a minor but increasingly important role in reducing primary material demand until 2050.
“Closed-loop recycling plays a minor, but increasingly important role for reducing primary material demand until 2050”
Quote in the paperSubstantial claim - Findingnone given
If other battery chemistries such as lithium iron phosphate or novel lithium-sulphur or lithium-air batteries were used at large scale, demand for cobalt and nickel would be substantially smaller.
“If other battery chemistries were used at large scale, e.g.lithium iron phosphate or novel lithium-sulphur or lithium-air batteries, the demand for cobalt and nickel would be substantially smaller.”
Quote in the paperSubstantial claim - Findingown data
Demand for Li is only slightly influenced by the battery chemistry scenario.
“The demand for Li is only slightly influenced by the battery chemistry scenario”
Quote in the paperNot a substantial claim - Findingreasoning
Uncertainties in the demand projections are large.
“However, uncertainties are large.”
Quote in the paperNot a substantial claim - Findingown data
Cumulative demand for Ni and Co is 2-2.5 times higher in the NCX compared to the LFP and Li-S/Air scenarios.
“2-2.5 times higher for Ni and Co in the NCX compared to the LFP and Li-S/Air scenarios”
Quote in the paperSubstantial claim
- Findingown data
Demand for Ni and Co is strongly influenced by the battery chemistry scenario and is substantially smaller in the LFP and Li-S/Air scenarios due to lower market shares of NCX batteries.
“The demand for Ni and Co is strongly influenced by the battery chemistry scenario and substantially smaller in the LFP and Li-S/Air scenarios due to the lower market shares of NCX batteries.”
Quote in the paperSubstantial claim - Findingown data
Higher EV deployments in the SD scenario lead to 1.7-2 times higher annual material demand than in the STEP scenario.
“higher EV deployments in the SD scenario lead to 1.7-2 times higher annual material demand than in the STEP scenario”
Quote in the paperSubstantial claim - Findingown data
Cumulative demand is twice as high in the SD scenario.
“The cumulative demand is twice as high in the SD scenario”
Quote in the paperSubstantial claim - Findingreasoning
There is a factor of 4-5 between cumulative Ni and Co demands in the SD-NCX and the STEP-LFP or STEP-Li-S/Air scenarios.
“there is a factor of 4-5 between the cumulative Ni and Co demands in the SD-NCX and the STEP-LFP or STEP-Li-S/Air scenarios.”
Quote in the paperSubstantial claim - Findingnone given
In the Li-S/Air scenario, CLRP of lithium compounds surpasses 50% from 2040-2050.
“In the Li-S/Air scenario, the CLRP of lithium compounds surpasses 50% from 2040-2050.”
Quote in the paperSubstantial claim - Findingown data
For all other materials, known reserves exceed demand from EV batteries until 2050.
“For all other materials known reserves exceed demand from EV batteries until 2050”
Quote in the paperSubstantial claim - Findingown data
For Ni, by 2040 EV batteries alone could consume as much as global primary Ni production in 2019.
“For Ni, the situation appears to be less dramatic, although by 2040 EV batteries alone could consume as much as the global primary Ni production in 2019.”
Quote in the paperSubstantial claim - Findingreasoning
For Li and Co, demand could outgrow current production capacities even before 2025.
“For Li and Co, demand could outgrow current production capacities even before 2025.”
Quote in the paperSubstantial claim - Findingown data
Other battery materials could be supplied without exceeding existing production capacities.
“Other battery materials could be supplied without exceeding existing production capacities”
Quote in the paperNot a substantial claim - Findingreasoning
CLRP for Li metal barely reaches 10% during 2040-2050 due to fast growth of Li-S and Li-Air batteries and the small historical stock.
“the CLRP for Li metal barely reaches 10% during 2040-2050 due to the fast growth of the Li-S and Li-Air batteries and the small historical stock.”
Quote in the paperSubstantial claim - Premisecitation
Lithium-ion batteries are currently the dominant technology for EVs.
“Lithium-ion batteries (LIBs) are currently the dominant technology for EVs”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [2] Deng, J., Bae, C., Denlinger, A. & Miller, T. Electric vehicles batteries: requirements and challenges. Joule 4, 511–515 (2020). source
Not checked in the free run.
- Interpretationnone given
Required future battery capacity depends on EV fleet development, required battery capacity per vehicle, and battery lifespans.
“The required future battery capacity depends on the development of the EV fleet as well as the required battery capacity per vehicle (we assume 66 kWh and 12 kWh as average capacity for BEVs and PHEVs, respectively, see Supplementary Tables 1 and 2 for details) and the battery lifespans”
Quote in the paperSubstantial claim - Interpretationreasoning
The demand increase for Co is smaller than for Ni due to the assumed partial replacement of Co by Ni in future NCM batteries.
“Note that the demand increase for Co is smaller than for Ni due to the assumed partial replacement of Co by Ni in future NCM batteries.”
Quote in the paperNot a substantial claim - Premisecitation
The most likely NCX scenario follows the current trend of widespread use of NCA and NCM batteries.
“The most likely NCX scenario follows the current trend of a widespread use of lithium nickel cobalt aluminum (NCA) and lithium nickel cobalt manganese (NCM) batteries”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [17] The Rechargeable Battery Market and Main Trends 2018–2030 (Avicenne Energy, 2019). https://www.bpifrance.fr/content/download/76854/831358/file/02%20-%20Presentation%20Avicenne%20-%20Christophe%20Pillot%20-%2028%20Mai%202019.pdf.
Not checked in the free run.
- Interpretationcitation
Recovery of materials from EoL batteries could help reduce primary material production.
“The recovery of these materials could help to reduce primary material production”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [14] Ziemann, S., Müller, D. B., Schebek, L. & Weil, M. Modeling the potential impact of lithium recycling from EV batteries on lithium demand: a dynamic MFA approach. Resour. Conserv. Recycl. 133, 76–85 (2018). source
Not checked in the free run.
- cites [26] Mayyas, A., Steward, D. & Mann, M. The case for recycling: overview and challenges in the material supply chain for automotive li-ion batteries. Sustain. Mater. Technol. 19, e00087 (2019).
Not checked in the free run.
- Premisecitation
Current commercial recycling technologies for EV batteries include pyrometallurgical and hydrometallurgical processing.
“Current commercial recycling technologies for EV batteries include pyrometallurgical and hydrometallurgical processing”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [27] Gaines, L. Lithium-ion battery recycling processes: research towards a sustainable course. Sustain. Mater. Technol. 17, e00068 (2018).
Not checked in the free run.
- Premisecitation
NCM955 batteries are expected to be available by 2030.
“NCM955 (90% nickel, 5% cobalt, 5% manganese) are expected to be available by 2030”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [18] 2019 Vehicle Technologies Office Annual Merit Review Report (U.S. Department of Energy, 2020). https://www.osti.gov/servlets/purl/1601333.
Not checked in the free run.
- Premisecitation
The global fleet of light-duty EVs grew from a few thousand a decade ago to 7.5 million vehicles in 2019.
“The global fleet of light-duty EVs grew from a few thousand just a decade ago to 7.5 million vehicles in 2019”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [3] Global EV Outlook 2020: Entering the decade of electric drive? (International Energy Agency, 2020). https://www.iea.org/reports/global-ev-outlook-2020.
Not checked in the free run.
- Interpretationcitation
High market shares of Li-S/Air or LFP batteries or breakthroughs in post-Li batteries based on abundant elements such as sodium, magnesium, or calcium could lead to absolute decoupling from lithium, cobalt, and nickel.
“High market shares of Li-S/Air or LFP batteries or breakthroughs in post-Li batteries based on abundant elements such as sodium, magnesium, or calcium 4 could lead to an absolute decoupling from lithium, cobalt and nickel”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [4] Ponrouch, A. & Rosa Palacín, M. Post-Li batteries: promises and challenges. Philos. Trans. R. Soc. A 377, 20180297 (2019). source
Not checked in the free run.
- Interpretationcitation
It is uncertain whether the lifespans assumed here will be reached in practice, especially for Li-S and Li-Air batteries.
“It is also uncertain whether the lifespans assumed here will be reached in practice, especially for Li-S and Li-Air batteries”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [2] Deng, J., Bae, C., Denlinger, A. & Miller, T. Electric vehicles batteries: requirements and challenges. Joule 4, 511–515 (2020). source
Not checked in the free run.
- Premisecitation
Batteries at 70-80% state-of-health may still be used by consumers who prefer a shorter range over the expense of a battery replacement.
“batteries in a state-ofhealth that would typically be considered to mark their EoL (i.e., 70-80%) may still be used by consumers who prefer to accept a shorter range over the expense of a battery replacement”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [15] Hao, H. et al. Impact of transport electrification on critical metal sustainability with a focus on the heavy-duty segment. Nat. Commun. 10, 5398 (2019). source
Not checked in the free run.
- Premisecitation
Shortages could also occur at a regional level, such as access to Li and Ni for Europe.
“Shortages could also occur at a regional level, such as the access to Li and Ni for Europe”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [10] Simon, B., Ziemann, S. & Weil, M. Potential metal requirement of active materials in lithium-ion battery cells of electric vehicles and its impact on reserves: Focus on Europe. Resour. Conserv. Recycl. 104, 300–310 (2015). source
Not checked in the free run.
- Interpretationnone given
In a steady-state system, once the battery stock of a saturated EV market has been built up, secondary material shares could theoretically be as high as recycling efficiencies, above 90%.
“in a steady-state system, i.e., once the battery stock of a saturated EV market has been built up, secondary material shares could, theoretically, be as high as recycling efficiencies, i.e., above 90%.”
Quote in the paperNot a substantial claim - Interpretationown data
Given the magnitude of battery material demand growth across all scenarios, global production capacity for Li, Co, and Ni will have to increase drastically.
“Given the magnitude of the battery material demand growth across all scenarios, global production capacity for Li, Co, and Ni (black lines in Fig. 3) will have to increase drastically”
Quote in the paperSubstantial claim - Study design and conductown data
A sensitivity analysis for two extreme battery capacity cases (all PHEVs with 10 kWh batteries or all large SUVs with 110 kWh batteries) illustrates the high importance of battery capacity.
“A sensitivity analysis is shown in Fig. 4 for two extreme battery capacity cases, i.e., if all EVs were PHEVs with small 10 kWh batteries or if all EVs were large SUVs with 110 kWh batteries”
Quote in the paperSubstantial claim - Interpretationown data
Among EV battery materials, Co and Li, and to a lesser extent Ni and graphite, can be considered most critical concerning upscaling of production capacities, reserves, and other supply risks.
“Thus, among EV battery materials Co and Li, and to a lesser extent Ni and graphite, can be considered to be most critical concerning the upscaling of production capacities (see Supplementary Table 9), reserves and other supply risks”
Quote in the paperSubstantial claim - Interpretationown data
Probably the most important factor is the future required battery capacity.
“Probably the most important factor is the future required battery capacity.”
Quote in the paperSubstantial claim - Interpretationreasoning
In the Li-S/Air scenario, lithium compounds used for cathode production of LIBs need to be distinguished from lithium metal used for Li-S and Li-Air battery anodes, since existing recycling technologies recover lithium as compounds and further processing would be necessary to produce lithium metal.
“In the Li-S/Air scenario, lithium compounds (e.g., Li 2 CO 3 or LiOH) used for cathode production of LIBs need to be distinguished from lithium metal used for Li-S and Li-Air battery anodes (see demand for each in Supplementary Fig. 16), since existing recycling technologies recover lithium as compounds, and further processing of these compounds would be necessary to produce lithium metal.”
Quote in the paperSubstantial claim - Interpretationreasoning
There are notable uncertainties concerning primary material demand for EV materials related to several key factors that could be strategically addressed to mitigate supply risks.
“There are thus notable uncertainties concerning the primary material demand for EV materials related to several key factors that could be strategically addressed to mitigate supply risks.”
Quote in the paperSubstantial claim - Interpretationreasoning
The most important reason for the limited recycling potential is the fast growth of the EV market and the time lag between material need and availability of EoL material.
“The most important reason for this is the fast growth of the EV market and the time lag between the need for materials and the availability of EoL material.”
Quote in the paperSubstantial claim - Premisecitation
The difference between recycling technologies is not so much in recycling efficiency for individual materials, but whether materials are recovered and in what chemical form and purity.
“The difference between the recycling technologies is not so much in the recycling efficiency for individual materials, but whether materials are recovered and in what chemical form and purity”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [9] Weil, M., Ziemann, S. & Peters, J. The Issue of Metal Resources in Li-Ion Batteries for Electric Vehicles. in Behaviour of Lithium-Ion Batteries in Electric Vehicles: Battery Health, Performance, Safety, and Cost (eds Pistoia, G. & Liaw, B.) 59–74 (Springer, 2018). source
Not checked in the free run.
- cites [29] Harper, G. et al. Recycling lithium-ion batteries from electric vehicles. Nature 575, 75–86 (2019). source
Not checked in the free run.
- Interpretationnone given
Over the next decades, the EV battery stock for a large fleet must first be produced, mostly from primary materials.
“Over the next decades we first need to produce the EV battery stock for a large fleet, mostly from primary materials.”
Quote in the paperNot a substantial claim - Premisecitation
End-of-life EV batteries may experience a second-use for less demanding applications, such as stationary energy storage, as they often have remaining capacities of around 70-80% of their original capacity.
“EoL EV batteries may experience a second-use for less demanding applications (non-automotive), such as stationary energy storage, as they often have remaining capacities of around 70-80% of their original capacity 70,71 .”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [70] Richa, K., Babbitt, C. W., Nenadic, N. G. & Gaustad, G. Environmental trade-offs across cascading lithium-ion battery life cycles. Int. J. Life Cycle Assess. 22, 66–81 (2017). source
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- cites [71] Identifying and Overcoming Critical Barriers to Widespread Second Use of PEV Batteries (National Renewable Energy Lab, 2015). https://www.osti.gov/servlets/purl/1171780.
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- Premisecitation
Commercial activities by battery producers and market share projections until 2030 by Avicenne Energy reflect the focus on NCM/NCA.
“This is also reflected in commercial activities by battery producers (e.g., LG Chem or CATL) 61 and market share projections until 2030 by Avicenne Energy 17 , which we use in this study.”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [61] NCM 811: The future of electric car batteries? (INSIDEEVs, 2018). https://insideevs.com/news/341168/ncm-811-the-future-of-electric-car-batteries/.
Not checked in the free run.
- cites [17] The Rechargeable Battery Market and Main Trends 2018–2030 (Avicenne Energy, 2019). https://www.bpifrance.fr/content/download/76854/831358/file/02%20-%20Presentation%20Avicenne%20-%20Christophe%20Pillot%20-%2028%20Mai%202019.pdf.
Not checked in the free run.
- Premisecitation
Battery research agendas in the US, EU, and China include targets to increase the lifespan of batteries.
“Battery research agendas in the US 58 , EU 25 , and China 60 include targets to increase the lifespan of batteries, which is why we assume that after 2020 batteries will have the same lifespan distributions as EVs and no replacement of batteries is required (Supplementary Table 16).”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [58] Electrochemical energy storage technical team roadmap (USDRIVE, 2017). https://www.energy.gov/sites/prod/files/2017/11/f39/EESTT%20roadmap%202017-10-16%20Final.pdf.
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- cites [25] Inventing the sustainable batteries of the future (BATTERY 2030+, 2020). https://battery2030.eu/digitalAssets/816/c_816048-l_1-k_roadmap-27-march.pdf.
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- cites [60] Chen, K., Zhao, F., Hao, H. & Liu, Z. Selection of lithium-ion battery technologies for electric vehicles under China’s new energy vehicle credit regulation. Energy Procedia 158, 3038–3044 (2019). source
Not checked in the free run.
- Premisecitation
Recycling technologies differ in recycled materials, chemical forms, recovery efficiencies, and economic prospects.
“Recycling technologies differ in recycled materials, chemical forms, recovery efficiencies, and economic prospects 46,67,68 (Fig. 5).”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [46] Chen, M. et al. Recycling end-of-life electric vehicle lithium-ion batteries. Joule 3, 2622–2646 (2019). source
Not checked in the free run.
- cites [67] EverBatt: A Closed-loop Battery Recycling Cost and Environmental Impacts Model (Argonne National Lab, 2019). https://publications.anl.gov/anlpubs/2019/07/153050.pdf.
Not checked in the free run.
- cites [68] Linda Gaines. Profitable Recycling of Low-Cobalt Lithium-Ion Batteries Will Depend on New Process Developments. One Earth 1, 413-415 (2019). source
Not checked in the free run.
- May combine two claims. 46
- Classified as probably not a substantial claim. 15
May combine two claims.
Findingown dataFrom 2020 to 2050 in the STEP scenario, Li demand would rise by a factor of 17-21, Co by 7-17, and Ni by 11-28.
“From 2020 to 2050 in the more conservative STEP scenario, Li demand would rise by a factor of 17-21 (from 0.036 Mt to 0.62-0.77Mt), Co by a factor of 7-17 (from 0.035 Mt to 0.25-0.62Mt), and Ni demand by a factor of 11-28 (from 0.13 Mt to 1.5-3.7 Mt)”
Quote in the paperSubstantial claimMay combine two claims.
FindingreasoningGlobal fleet penetration of EVs in 2050 will be 25% in the STEP scenario and 50% in the SD scenario.
“the global fleet penetration of EVs in 2050 will be 25% in the STEP scenario and 50% in the SD scenario”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Findingnone givenSecond-use of electric vehicle batteries further delays recycling potentials.
“Second-use of electric vehicles batteries further delays recycling potentials.”
Quote in the paperNot a substantial claimMay combine two claims.
FindingreasoningIn the SD scenario, the EV stock will increase by a factor of 102 from 2020-2050 to 2 billion vehicles and annual EV sales will rise to 211 million vehicles.
“In the SD scenario, the EV stock will increase by a factor of 102 from 2020-2050 to 2 billion vehicles and annual EV sales will rise to 211 million vehicles”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataIn an NCX-dominated battery scenario, demand from 2020 to 2050 is estimated to increase by factors of 18-20 for lithium, 17-19 for cobalt, 28-31 for nickel, and 15-20 for most other materials.
“in a lithium nickel cobalt manganese oxide dominated battery scenario, demand is estimated to increase by factors of 18-20 for lithium, 17-19 for cobalt, 28-31 for nickel, and 15-20 for most other materials from 2020 to 2050”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataCumulative demand from 2020-2050 ranges from 7.3-18.3 Mt for Li, 3.5-16.8 Mt for Co, and 18.1-88.9 Mt for Ni across fleet and battery chemistry scenarios.
“It ranges from 7.3-18.3Mt for Li, 3.5-16.8Mt for Co, and 18.1-88.9Mt for Ni across fleet and battery chemistry scenarios”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataIn the STEP scenario, about 6 TWh of battery capacity will be required annually by 2050, and 12 TWh in the SD scenario.
“in the STEP scenario ~6 TWh of battery capacity will be required annually by 2050 (and 12 TWh in the SD scenario”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataIn the STEP scenario, the EV stock will increase by a factor of 72 from 2020-2050 to nearly 1 billion vehicles and annual EV sales will rise to 109 million vehicles.
“In the STEP scenario, the EV stock will increase by a factor of 72 from 2020-2050 to nearly 1 billion vehicles and annual EV sales will rise to 109 million vehicles”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataEnd-of-life batteries contain 0.21-0.52 Mt of Li, 0.10-0.52 Mt of Co, and 0.49-2.52 Mt of Ni in 9-27 Mt EoL batteries.
“Figure 3b shows the materials contained in end-of-life (EoL) batteries over time (0.21-0.52Mt of Li, 0.10-0.52Mt of Co, and 0.49-2.52Mt of Ni in 9-27 Mt EoL batteries”
Quote in the paperSubstantial claimMay combine two claims.
FindingreasoningMn and Si follow the same trend as Ni and Co in the three battery scenarios because they are also not used in LFP, Li-S, and Li-Air batteries.
“Mn and Si follow the same trend as Ni and Co in the three battery scenarios as they are also not used in LFP, Li-S, and Li-Air batteries.”
Quote in the paperNot a substantial claimMay combine two claims.
FindingcitationEVs will make up 8-14% of the total light-duty vehicle fleet by 2030, with 89-166 million BEVs and 46-71 million PHEVs.
“EVs will make up 8-14% of the total light-duty vehicle fleet by 2030, of which 89-166 million are battery electric vehicles (BEVs) and 46-71 million are plug-in hybrid electric vehicles (PHEVs)”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [3] Global EV Outlook 2020: Entering the decade of electric drive? (International Energy Agency, 2020). https://www.iea.org/reports/global-ev-outlook-2020.
Not checked in the free run.
May combine two claims.
FindingreasoningBattery recycling has at best the potential to reduce 20-23% of cumulative Li demand until 2050 (8% for Li metal), 26-44% for Co, and 22-38% for Ni.
“battery recycling has, at best, the potential to reduce 20-23% of the cumulative material demand for Li until 2050 (8% for Li metal), 26-44% for Co, and 22-38% for Ni”
Quote in the paperSubstantial claimMay combine two claims.
FindingcitationFor cobalt, our estimations (0.25-1.25 Mt) are in line with predictions by Weil et al. (0.3-1.1 Mt) and likely considerably higher than Deetman et al. (0.06-0.62 Mt).
“For cobalt our estimations (0.25-1.25 Mt) are in-line with the predictions by Weil et al. 9 (0.3-1.1 Mt) despite important differences in underlying scenarios and likely considerably higher than Deetman et al. 16 (0.06-0.62 Mt).”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [9] Weil, M., Ziemann, S. & Peters, J. The Issue of Metal Resources in Li-Ion Batteries for Electric Vehicles. in Behaviour of Lithium-Ion Batteries in Electric Vehicles: Battery Health, Performance, Safety, and Cost (eds Pistoia, G. & Liaw, B.) 59–74 (Springer, 2018). source
Not checked in the free run.
- cites [16] Deetman, S., Pauliuk, S., van Vuuren, D. P., van der Voet, E. & Tukker, A. Scenarios for demand growth of metals in electricity generation technologies, cars, and electronic appliances. Environ. Sci. Technol. 52, 4950–4959 (2018). source
Not checked in the free run.
May combine two claims.
Findingown dataIf a significant share of batteries experience second-use, recovery of that material will be delayed and CLRP will be substantially lower for the decades to come.
“If a significant share of batteries experience a second-use, the recovery of that material will be delayed in time and thus the CLRP will be substantially lower for the decades to come”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataAccording to our model, lithium demand for EV batteries in 2050 (0.6-1.5 Mt) could be significantly lower than projected by Weil et al. (1.1-1.7 Mt) and likely higher than projected by Hao et al. (0.65 Mt), Deetman et al. (0.05-0.8 Mt), and Ziemann et al. (0.37-1.43 Mt).
“According to our model, lithium demand for EV batteries in 2050 (0.6-1.5 Mt) could be significantly lower than projected by Weil et al. 9 (1.1-1.7 Mt) and likely higher than projected by Hao et al. 15 (0.65 Mt), Deetman et al. 16 (0.05-0.8 Mt), and Ziemann et al. 14 (0.37-1.43 Mt).”
Quote in the paperSubstantial claim0 of 4 sources checked- cites [9] Weil, M., Ziemann, S. & Peters, J. The Issue of Metal Resources in Li-Ion Batteries for Electric Vehicles. in Behaviour of Lithium-Ion Batteries in Electric Vehicles: Battery Health, Performance, Safety, and Cost (eds Pistoia, G. & Liaw, B.) 59–74 (Springer, 2018). source
Not checked in the free run.
- cites [15] Hao, H. et al. Impact of transport electrification on critical metal sustainability with a focus on the heavy-duty segment. Nat. Commun. 10, 5398 (2019). source
Not checked in the free run.
- cites [16] Deetman, S., Pauliuk, S., van Vuuren, D. P., van der Voet, E. & Tukker, A. Scenarios for demand growth of metals in electricity generation technologies, cars, and electronic appliances. Environ. Sci. Technol. 52, 4950–4959 (2018). source
Not checked in the free run.
- cites [14] Ziemann, S., Müller, D. B., Schebek, L. & Weil, M. Modeling the potential impact of lithium recycling from EV batteries on lithium demand: a dynamic MFA approach. Resour. Conserv. Recycl. 133, 76–85 (2018). source
Not checked in the free run.
May combine two claims.
FindingreasoningCLRP for Co and Ni is higher in the LFP and Li-S/Air scenarios because LFP, Li-S, and Li-Air chemistries do not require these materials and the total quantity of required materials for NCX batteries is growing much slower or stagnating.
“The CLRP for Co and Ni are higher in the LFP and Li-S/Air scenarios, since LFP, Li-S, and Li-Air battery chemistries do not require these materials and the total quantity of required materials for NCX batteries is growing much slower or even stagnating for some time”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataThe closed-loop recycling potential (CLRP) is small for the current decade (below 10%) but may reach 20-71% during 2040-2050.
“While the CLRP is small for the current decade (below 10%) it may reach as much as 20-71% during 2040-2050.”
Quote in the paperSubstantial claimMay combine two claims.
FindingreasoningCLRP of Li and Ni does not exceed 31% in the NCX and LFP scenario due to continued growth of NCX chemistries, while it surpasses 50% in the Li-S/Air scenario (71% for Co) in 2040-2050 due to the higher stock of NCX batteries built up until 2030.
“Note that CLRP of Li and Ni does not exceed 31% in the NCX and LFP scenario due to the continued growth of NCX chemistries, while it surpasses 50% in the Li-S/Air scenario (71% for Co) in 2040-2050 due to the higher stock of NCX batteries built up until 2030 when Li-S/ Air chemistries are introduced”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataKnown reserves for Li, Ni, and Co could be depleted before 2050 in the SD scenario and for Co also in the STEP scenario.
“The known reserves for Li, Ni, and Co (black lines in Fig. 4) could be depleted before 2050 in the SD scenario and for Co also in the STEP scenario.”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataFor nickel, our estimations (1.5-7.6 Mt) partly overlap but are generally higher than those by Weil et al. (0.6-2.6).
“For nickel our estimations (1.5-7.6 Mt) partly overlap but are generally higher than those by Weil et al. 9 (0.6-2.6).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [9] Weil, M., Ziemann, S. & Peters, J. The Issue of Metal Resources in Li-Ion Batteries for Electric Vehicles. in Behaviour of Lithium-Ion Batteries in Electric Vehicles: Battery Health, Performance, Safety, and Cost (eds Pistoia, G. & Liaw, B.) 59–74 (Springer, 2018). source
Not checked in the free run.
May combine two claims.
Findingown dataSecond-use postpones the time of recycling, reduces the closed-loop recycling potentials and thus the availability of secondary materials in the coming decades.
“Gray dots show how second-use, which postpones the time of recycling, reduces the closed-loop recycling potentials and thus the availability of secondary materials in the coming decades.”
Quote in the paperNot a substantial claim- Rests on an assumption: Recycling of end-of-life batteries provides a secondary supply of materials.
May combine two claims.
PremisecitationLi-S batteries could reach two times and Li-Air batteries up to three times the specific energy of current LIBs, likely leading to cost reductions and improved EV ranges.
“Li-S batteries could reach two times and Li-Air batteries up to three times the specific energy of current LIBs, which would likely lead to cost reductions and improved EV ranges”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [23] Cano, Z. P. et al. Batteries and fuel cells for emerging electric vehicle markets. Nat. Energy 3, 279–289 (2018). source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationWeil et al. found that shortages for key materials such as Li and Co can be expected at the global level.
“Weil et al. 9 assess the material demand for EV batteries at the global level and find that shortages for key materials, such as Li and Co, can be expected.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [9] Weil, M., Ziemann, S. & Peters, J. The Issue of Metal Resources in Li-Ion Batteries for Electric Vehicles. in Behaviour of Lithium-Ion Batteries in Electric Vehicles: Battery Health, Performance, Safety, and Cost (eds Pistoia, G. & Liaw, B.) 59–74 (Springer, 2018). source
Not checked in the free run.
May combine two claims.
Interpretationnone givenThe development of the electric vehicle fleet and battery capacity requirements per vehicle are key factors for future material demand.
“Key factors are the development of the electric vehicles fleet and battery capacity requirements per vehicle.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
Interpretationnone givenMaterial requirements depend on the choice of battery chemistries used.
“The material requirements depend on the choice of battery chemistries used.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationCommonly used LIB cathode chemistries are NCM, NCA, or LFP.
“Commonly used LIB cathode chemistries are lithium nickel cobalt manganese oxide (NCM), lithium nickel cobalt aluminum oxide (NCA), or lithium iron phosphate (LFP)”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [2] Deng, J., Bae, C., Denlinger, A. & Miller, T. Electric vehicles batteries: requirements and challenges. Joule 4, 511–515 (2020). source
Not checked in the free run.
- cites [4] Ponrouch, A. & Rosa Palacín, M. Post-Li batteries: promises and challenges. Philos. Trans. R. Soc. A 377, 20180297 (2019). source
Not checked in the free run.
May combine two claims.
PremisecitationLi-S and Li-Air batteries are still in early development and considerable challenges remain before commercialization, such as low cycle life and safety issues.
“Although Li-S and Li-Air batteries are still in early development and considerable challenges remain to be solved before commercialization, e.g., low cycle life and safety issues”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [2] Deng, J., Bae, C., Denlinger, A. & Miller, T. Electric vehicles batteries: requirements and challenges. Joule 4, 511–515 (2020). source
Not checked in the free run.
- cites [4] Ponrouch, A. & Rosa Palacín, M. Post-Li batteries: promises and challenges. Philos. Trans. R. Soc. A 377, 20180297 (2019). source
Not checked in the free run.
Probably not a substantial claim: may not pass S4 (based).
Interpretationnone givenAdvances in recycling are necessary to economically recover battery-grade materials from end-of-life batteries.
“advances in recycling are necessary to economically recover battery-grade materials from end-of-life batteries”
Quote in the paperNot a substantial claimMay combine two claims.
Interpretationown dataThe projected demand increases require a drastic expansion of lithium, cobalt, and nickel supply chains and likely additional resource discovery.
“requiring a drastic expansion of lithium, cobalt, and nickel supply chains and likely additional resource discovery”
Quote in the paperSubstantial claimMay combine two claims.
Premisenone givenWeil et al.'s model does not investigate the influence of battery chemistry developments, alternative fleet scenarios, or different recycling scenarios.
“However, their model does not investigate the influence of battery chemistry developments (e.g., improved NCM chemistries or novel lithium-sulphur (Li-S) and lithiumair batteries (Li-Air)) as well as alternative fleet and different recycling scenarios.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationBattery producers are seeking to replace costly cobalt with nickel, leading to an evolution from NCM111 to NCM523, NCM622, and NCM811 batteries.
“Battery producers are seeking to replace costly cobalt with nickel, which has led to an evolution from NCM111 to NCM523, NCM622, and NCM811 batteries”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [17] The Rechargeable Battery Market and Main Trends 2018–2030 (Avicenne Energy, 2019). https://www.bpifrance.fr/content/download/76854/831358/file/02%20-%20Presentation%20Avicenne%20-%20Christophe%20Pillot%20-%2028%20Mai%202019.pdf.
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing). May combine two claims.
PremisecitationBattery technology is evolving fast and new and improved chemistries can be expected in the future.
“battery technology is currently evolving fast and new and improved chemistries can be expected in the future”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [2] Deng, J., Bae, C., Denlinger, A. & Miller, T. Electric vehicles batteries: requirements and challenges. Joule 4, 511–515 (2020). source
Not checked in the free run.
- cites [4] Ponrouch, A. & Rosa Palacín, M. Post-Li batteries: promises and challenges. Philos. Trans. R. Soc. A 377, 20180297 (2019). source
Not checked in the free run.
May combine two claims.
PremisecitationAdvantages of LFPs are lower production costs due to abundant precursor materials, safety due to better thermal stability, and longer cycle life.
“Advantages of LFPs are lower production costs due to the abundance of precursor materials, safety due to better thermal stability, and longer cycle life”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [20] Nitta, N., Wu, F., Lee, J. T. & Yushin, G. Li-ion battery materials: present and future. Mater. Today 18, 252–264 (2015). source
Not checked in the free run.
May combine two claims.
PremisecitationGlobal average market penetration of EVs was around 1.5% in 2019 and future growth is expected to dwarf past growth in absolute numbers.
“the global average market penetration of EVs is still just around 1.5% in 2019 and future growth is expected to dwarf past growth in absolute numbers”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [3] Global EV Outlook 2020: Entering the decade of electric drive? (International Energy Agency, 2020). https://www.iea.org/reports/global-ev-outlook-2020.
Not checked in the free run.
May combine two claims.
PremisecitationIn 2019 around 64% of natural graphite and 64% of Si were produced in China, which could create vulnerabilities to supply reliability.
“In 2019 around 64% of natural graphite and 64% of Si are produced in China 32 , which could create vulnerabilities to supply reliability”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [32] Mineral Commodity Summaries 2020 (USGS, 2020). https://pubs.usgs.gov/periodicals/mcs2020/mcs2020.pdf.
Not checked in the free run.
- cites [33] Study on Critical Raw Materials at EU Level (Oakdene Hollins and Fraunhofer ISI, 2013). http://ec.europa.eu/DocsRoom/documents/5605/attachments/1/translations/en/renditions/native.
Not checked in the free run.
May combine two claims.
PremisecitationSynthetic graphite has begun to dominate the LIB graphite anode market (56% market share in 2018) due to superior performance and decreasing cost over natural graphite.
“However, synthetic graphite has begun to dominate the LIB graphite anode market (56% market share in 2018) due to its superior performance and decreasing cost over natural graphite”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [17] The Rechargeable Battery Market and Main Trends 2018–2030 (Avicenne Energy, 2019). https://www.bpifrance.fr/content/download/76854/831358/file/02%20-%20Presentation%20Avicenne%20-%20Christophe%20Pillot%20-%2028%20Mai%202019.pdf.
Not checked in the free run.
May combine two claims.
PremisecitationCo reserves are geographically more concentrated and partly in conflict areas, increasing potential supply risks.
“In contrast to Li and Ni, Co reserves are also geographically more concentrated and partly in conflict areas 35 , thus increasing potential supply risks”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [35] Alves Dias, P., Blagoeva, D., Pavel, C. & Arvanitidis, N. Cobalt: demand-supply balances in the transition to electric mobility. Publications Office of the European Union 10, 97710 (2018).
Not checked in the free run.
- cites [5] Olivetti, E. A., Ceder, G., Gaustad, G. G. & Fu, X. Lithium-ion battery supply chain considerations: analysis of potential bottlenecks in critical metals. Joule 1, 229–243 (2017). source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Interpretationnone givenThe most economically and environmentally promising technology for closed-loop recycling, although currently largely unproven outside the lab, is direct recycling, which could recover cathode material as is without intermediate smelting or leaching.
“The most economically and environmentally promising technology for closed-loop recycling, although currently largely unproven outside of the lab, is direct recycling, which could recover cathode material”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationreasoningTruly circular EV batteries will not be available anytime soon.
“Truly circular EV batteries will not be available anytime soon.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningLower battery lifespans could require additional battery replacements and lead to considerably higher material demand.
“Lower battery lifespans could require additional battery replacements and thus lead to considerably higher material demand”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationEVs with 80% residual battery capacity could still meet daily travel requirements in 85% of cases in the US, and widespread charging infrastructure could further support this.
“EVs with 80% residual battery capacity could still meet daily travel requirements in 85% of cases in the US 40 and widespread charging infrastructure could further support this”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [40] Saxena, S., Le Floch, C., MacDonald, J. & Moura, S. Quantifying EV battery end-of-life through analysis of travel needs with vehicle powertrain models. J. Power Sources 282, 265–276 (2015). source
Not checked in the free run.
- cites [41] Neubauer, J. & Wood, E. The impact of range anxiety and home, workplace, and public charging infrastructure on simulated battery electric vehicle lifetime utility. J. Power Sources 257, 12–20 (2014). source
Not checked in the free run.
May combine two claims.
Interpretationnone givenLi-S and Li-Air batteries would reduce dependency on Co and Ni while offering higher energy densities.
“As shown here, Li-S and Li-Air batteries would reduce the dependency on Co, and Ni, while offering higher energy densities.”
Quote in the paperSubstantial claimMay combine two claims.
Interpretationown dataBattery manufacturers are already seeking to decrease reliance on cobalt, but an absolute decoupling is unlikely to occur in the coming decades.
“Battery manufacturers are already seeking to decrease their reliance on cobalt, e.g., by lowering the Co content of NCM batteries; however, as shown in Fig. 3, an absolute decoupling is unlikely to occur in the coming decades.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationcitationIt is possible that the outlined supply risks change, for example with the discovery of new reserves.
“Obviously, it is possible that the outlined supply risks change, e.g., with the discovery of new reserves”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [36] Prior, T., Giurco, D., Mudd, G., Mason, L. & Behrisch, J. Resource depletion, peak minerals and the implications for sustainable resource management. Glob. Environ. Change 22, 577–587 (2012). source
Not checked in the free run.
May combine two claims.
PremisecitationBoth slag and solid waste could be refined to produce battery-grade lithium carbonate, but lithium has hardly been recovered so far because the lithium price did not enable cost-effective recovery.
“Both slag and solid waste could be refined to produce battery-grade lithium carbonate; however, lithium has hardly been recovered so far as the lithium price did not enable a cost-effective recovery”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [9] Weil, M., Ziemann, S. & Peters, J. The Issue of Metal Resources in Li-Ion Batteries for Electric Vehicles. in Behaviour of Lithium-Ion Batteries in Electric Vehicles: Battery Health, Performance, Safety, and Cost (eds Pistoia, G. & Liaw, B.) 59–74 (Springer, 2018). source
Not checked in the free run.
- cites [45] Meng, F., McNeice, J., Zadeh, S. S. & Ghahreman, A. Review of lithium production and recovery from minerals, brines, and lithium-ion batteries. Miner. Process Extr. Metall. Rev. https://doi.org/10.1080/08827508.2019.1668387 (2019). source
Not checked in the free run.
May combine two claims.
PremisecitationChallenges for direct recycling include developing sorting processes to separate cathode powder from different battery chemistries, relithiation and upgrading processes for obsolete cathode chemistries, and further standardization of batteries.
“Challenges for direct recycling include the development of sorting processes that can separate cathode powder from different battery chemistries, relithiation and upgrading processes for cathode chemistries that have become obsolete and further standardization of batteries to support effective recycling”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [46] Chen, M. et al. Recycling end-of-life electric vehicle lithium-ion batteries. Joule 3, 2622–2646 (2019). source
Not checked in the free run.
May combine two claims.
InterpretationcitationClosed-loop recycling will gain importance, depending on EV fleet and battery chemistry developments, second-use, and other factors such as standardization, legislation, business models, eco-design, collection systems, and recycling technology.
“Closed-loop recycling will gain importance, depending on EV fleet and battery chemistry developments, second-use, and other factors, such as standardization 42 , legislation, business models 43 , eco-design or design for recycling 44 , collection systems, and recycling technology”
Quote in the paperNot a substantial claim0 of 5 sources checked- cites [42] Brown, S., Pyke, D. & Steenhof, P. Electric vehicles: the role and importance of standards in an emerging market. Energy Policy 38, 3797–3806 (2010). source
Not checked in the free run.
- cites [43] Prior, T., Wäger, P. A., Stamp, A., Widmer, R. & Giurco, D. Sustainable governance of scarce metals: the case of lithium. Sci. Total Environ. 461–462, 785–791 (2013). source
Not checked in the free run.
- cites [44] Zwolinski, P. & Tichkiewitch, S. An agile model for the eco-design of electric vehicle Li-ion batteries. CIRP Ann. 68, 161–164 (2019). source
Not checked in the free run.
- cites [26] Mayyas, A., Steward, D. & Mann, M. The case for recycling: overview and challenges in the material supply chain for automotive li-ion batteries. Sustain. Mater. Technol. 19, e00087 (2019).
Not checked in the free run.
- cites [29] Harper, G. et al. Recycling lithium-ion batteries from electric vehicles. Nature 575, 75–86 (2019). source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
PremisecitationDirect recycling aims at recovering cathode materials while maintaining their chemical structures, which could be economically and environmentally advantageous, but it is currently still in early development stages.
“Direct recycling aims at recovering cathode materials while maintaining their chemical structures, which could be economically and environmentally advantageous 28 ; however, it is currently still in early development stages”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [28] Ciez, R. E. & Whitacre, J. F. Examining different recycling processes for lithium-ion batteries. Nat. Sustain. 2, 148–156 (2019). source
Not checked in the free run.
- cites [29] Harper, G. et al. Recycling lithium-ion batteries from electric vehicles. Nature 575, 75–86 (2019). source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
Study design and conductown dataA sensitivity analysis is conducted to obtain upper and lower bounds for material requirements if all vehicles were large BEV or small PHEV.
“a sensitivity analysis is conducted to obtain the upper and lower bounds for material requirements if all vehicles were large BEV or small PHEV”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationThe second-use applications vary from home use to electricity system integration, resulting in the second-use lifespan varying from 6 to 30 years.
“The second-use applications vary from home use to electricity system integration, resulting in the second-use lifespan varying from 6 to 30 years 75 .”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [75] Casals, L. C., García, B. A. & Canal, C. Second life batteries lifespan: rest of useful life and environmental analysis. J. Environ. Manag. 232, 354–363 (2019). source
Not checked in the free run.
May combine two claims.
PremisecitationLFP batteries have long cycle life and reduced chance of cascading failure.
“Here we distinguish the second-use rates of LFP and other chemistries due to the long cycle life 20 and the reduced chance of cascading failure of LFP 74 .”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [20] Nitta, N., Wu, F., Lee, J. T. & Yushin, G. Li-ion battery materials: present and future. Mater. Today 18, 252–264 (2015). source
Not checked in the free run.
- cites [74] Said, A. O., Lee, C. & Stoliarov, S. I. Experimental investigation of cascading failure in 18650 lithium ion cell arrays: impact of cathode chemistry. J. Power Sources 446, 227347 (2020). source
Not checked in the free run.
May combine two claims.
PremisecitationPassenger car lifespans vary from 9 to 23 years among countries, with an average lifespan of around 15 years.
“Passenger car lifespans have been found to vary from 9 to 23 years among countries with average lifespan of around 15 years 56 .”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [56] Oguchi, M. & Fuse, M. Regional and longitudinal estimation of product lifespan distribution: a case study for automobiles and a simplified estimation method. Environ. Sci. Technol. 49, 1738–1743 (2015). source
Not checked in the free run.
May combine two claims.
PremisecitationCurrent major battery roadmaps in the US, EU, Germany, and China focus on cathode material development considering high-energy NCM (transition to low cobalt and high nickel content) and NCA based chemistries to be the likely next generation of LIBs for EVs in the next decade, as well as anode material development considering adding Si to graphite anode.
“Although various EV battery chemistries have been developed for EVs to decrease cost and improve performance, current major battery roadmaps in US 58 , EU 25 , Germany 59 , and China 60 focus on cathode material development considering high-energy NCM (transition to low cobalt and high nickel content) and NCA based chemistries to be the likely next generation of LIBs for EVs in next decade, as we”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [58] Electrochemical energy storage technical team roadmap (USDRIVE, 2017). https://www.energy.gov/sites/prod/files/2017/11/f39/EESTT%20roadmap%202017-10-16%20Final.pdf.
Not checked in the free run.
- cites [25] Inventing the sustainable batteries of the future (BATTERY 2030+, 2020). https://battery2030.eu/digitalAssets/816/c_816048-l_1-k_roadmap-27-march.pdf.
Not checked in the free run.
- cites [59] Roadmap for an integrated cell and battery production in Germany (The Federal Government’s Joint Office for Electric Mobility, 2016). http://nationale-plattform-elektromobilitaet.de/fileadmin/user_upload/Redaktion/Publikationen/AG2_Roadmap_Zellfertigung_eng_bf.pdf.
Not checked in the free run.
Classified as probably not a substantial claim. May combine two claims.
PremisecitationFuture battery chemistry developments after 2030 are uncertain, but conceivable battery chemistries include already existing LFP batteries, as well as high-capacity Li-metal solid state batteries, such as Li-S and Li-Air.
“Future battery chemistry developments after 2030 are uncertain, but conceivable battery chemistries, in addition to NCM and NCA batteries, include already existing LFP batteries 21,62 , as well high-capacity Li-metal solid state batteries, such as Li-S and Li-Air 23,25 .”
Quote in the paperSubstantial claim0 of 4 sources checked- cites [21] Tesla wins China approval to build Model 3 vehicles with LFP batteries: ministry (Reuters, 2020). https://www.reuters.com/article/us-tesla-china-electric-batteries/tesla-wins-china-approval-to-build-model-3-vehicles-with-lfp-batteries-ministry-idUSKBN23I0VT.
Not checked in the free run.
- cites [62] LFP chemistry is emerging as the future of batteries (Clean Future, 2020). http://www.cleanfuture.co.in/2020/07/09/lfp-chemistry-future-of-batteries/.
Not checked in the free run.
- cites [23] Cano, Z. P. et al. Batteries and fuel cells for emerging electric vehicle markets. Nat. Energy 3, 279–289 (2018). source
Not checked in the free run.
- cites [25] Inventing the sustainable batteries of the future (BATTERY 2030+, 2020). https://battery2030.eu/digitalAssets/816/c_816048-l_1-k_roadmap-27-march.pdf.
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationThe real-world lifespan of batteries is influenced by additional factors not modelled here, such as ambient temperature, depth and rates of charge and discharge, and driving cycles.
“The real-world lifespan of batteries is influenced by additional factors not modelled here, such as ambient temperature, depth and rates of charge and discharge, driving cycles 65 .”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [65] Comparison of plug-in hybrid electric vehicle battery life across geographies and drive-cycles (National Renewable Energy Lab, 2012). https://www.nrel.gov/docs/fy12osti/53817.pdf.
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S4 (based).
Interpretationnone givenThe success of the transition to electric vehicles will depend partly on whether material supply can keep up with sector growth in a sustainable way and without damaging the reputation of EVs.
“The success of the transition to electric vehicles will depend partly on whether the material supply can keep up with the growth of the sector in a sustainable way and without damaging the reputation of EVs.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
Study design and conductcitationThe material layer models material compositions of battery chemistries using the BatPaC model.
“The material layer models material compositions of battery chemistries using the BatPaC model”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [48] Nelson, P., Ahmed, S., Gallagher, K. & Dees, D. Modeling the Performance and Cost of Lithium-Ion Batteries for Electric-Drive Vehicles, Third Edition (Argonne National Lab, 2019). https://www.osti.gov/servlets/purl/1503280. source
Not checked in the free run.
May combine two claims.
PremisecitationTechnical barriers exist (e.g., the performance of repurposed batteries) and economic uncertainty (the cost of repurposing including disassembly, testing, and repackaging) that depend on the battery chemistry, state-of-health, and the intended second-use application.
“Technical barriers exist (e.g., the performance of repurposed batteries) and economic uncertainty (the cost of repurposing including disassembly, testing, and repackaging) that depend on the battery chemistry, state-of-health, and the intended second-use application 72,73 .”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [72] Ahmadi, L., Young, S. B., Fowler, M., Fraser, R. A. & Achachlouei, M. A. A cascaded life cycle: reuse of electric vehicle lithium-ion battery packs in energy storage systems. Int. J. Life Cycle Assess. 22, 111–124 (2017). source
Not checked in the free run.
- cites [73] Kamath, D., Arsenault, R., Kim, H. C. & Anctil, A. Economic and environmental feasibility of second-life lithium-ion batteries as fast-charging energy storage. Environ. Sci. Technol. 54, 6878–6887 (2020). source
Not checked in the free run.
The paper relies on this without support.
Recycling of end-of-life batteries provides a secondary supply of materials.
“Recycling of EoL batteries provides a secondary supply of materials.”
The paper relies on this without support.
Currently commercialized recycling technologies include pyrometallurgical and hydrometallurgical recycling, and direct recycling is under development for cathode-to-cathode recycling.
“Currently commercialized recycling technologies include pyrometallurgical (pyro) and hydrometallurgical (hydro) recycling.Direct recycling is under development for cathode-to-cathode recycling.”
The paper relies on this without support.
Lithium in the slag can be refined to produce battery-grade lithium compounds, but it is only economical when lithium price is high and recycling at scale.
“The lithium in the slag can be refined to produce battery-grade lithium compounds, but it is only economical when lithium price is high and recycling at scale.”
The paper relies on this without support.
Aluminum in the slag can technically be recovered, but it is not economical and not considered by pyro recycling companies.
“Technically, aluminum in the slag can also be recovered, but it is not economical and not considered by pyro recycling companies (the slag may be used, e.g., as aggregate in construction material).”
The authors state this as an assumption.
NCM batteries continue to decrease cobalt content and increase nickel content after 2030.
“We assume that NCM batteries continue to decrease cobalt content and increase nickel content after 2030 and compile the NCX scenario (where X represents either Al or Mn) until 2050 (including eight chemistries, see Supplementary Table 14).”
The authors state this as an assumption.
After 2020, batteries will have the same lifespan distributions as EVs and no replacement of batteries is required.
“which is why we assume that after 2020 batteries will have the same lifespan distributions as EVs and no replacement of batteries is required (Supplementary Table 16).”
The authors state this as an assumption.
The pack components of Li-S and Li-Air are based on the pack configurations of NCA chemistry (i.e., the same weight ratio between cell components and pack components).
“The pack components of Li-S and Li-Air are assumed to be based on the pack configurations of NCA chemistry (i.e., the same weight ratio between cell components and pack components).”
The authors state this as an assumption.
For NCX and LFP batteries, pyro, hydro, and direct recycling are used in the three recycling scenarios, respectively, while mechanical recycling is used for Li-S and Li-Air batteries in all three scenarios.
“For NCX and LFP batteries, pyro, hydro, and direct recycling are assumed in the three recycling scenarios, respectively, while mechanical recycling is assumed for Li-S and Li-Air batteries in all three scenarios.”
The authors state this as an assumption.
For mechanical recycling of Li-S and Li-Air batteries, only metallic lithium is recovered from the process.
“As for mechanical recycling of Li-S and Li-Air batteries, we assume that only metallic lithium is recovered from the process.”
The paper relies on this without support.
In reality not all materials go through all processing steps; for example, pyrometallurgical recycling still requires hydrometallurgical processing before cathode materials can be produced, while direct recycling is designed to recover cathode materials directly.
“In reality not all materials go through all processing steps.For example, pyrometallurgical recycling (smelting) still requires hydrometallurgical processing (leaching) before cathode materials can be produced, while direct recycling is designed to recover cathode materials directly.”
The paper relies on this without support.
In pyro- and hydrometallurgical recycling, the recovery of Li may not be economical, and in pyrometallurgical recycling graphite is incinerated and Al is not recovered from the slag.
“In pyro-and hydrometallurgical recycling the recovery of Li may not be economical and in pyrometallurgical recycling graphite is incinerated and Al not recovered from the slag (see also methods).”
Claims other papers make about this one
Each is checked against this paper’s own text: does it say what the citing paper says it does?
Most analyses of battery production adopt a supply chain approach, focusing on the flow and transformation of materials from primary production via manufacturing to final assembly.
“Most analyses of battery production adopt a supply chain approach, focussing on the flow and transformation of materials from primary production via manufacturing to final assembly, see e.g.[3,4,5], rather than a network of strategic interactions among economic and non-economic actors.”
From Towards the lithium-ion battery production network: Thinking beyond mineral supply chains (2022) · cites this paper as [3]
Recycling has the potential to reduce 20%-23% of the demand for lithium by 2050, 26%-44% for cobalt, and 22%-38% for nickel.
“For example, a previous study determined that recycling has the potential to reduce 20%-23% of the demand for lithium by 2050, 26%-44% for cobalt, and 22%-38% for nickel. 120”
From Decarbonizing lithium-ion battery primary raw materials supply chain (2024) · cites this paper as [120]
Self-check
Percentages, sums and reported differences re-computed from the paper’s own numbers.
Each contradiction between two passages listed here was confirmed by an independent check.
Same cited article has two publication years
MinorReferences 30 and 70 give the same authors, title, journal, volume, and pages, but list its publication year as 2015 and 2017, respectively.
“30. Richa, K., Babbitt, C. W., Nenadic, N. G. & Gaustad, G. Environmental trade- offs across cascading lithium-ion battery life cycles. Int. J. Life Cycle Assess. 22, 66-81 (2015).”
“70. Richa, K., Babbitt, C. W., Nenadic, N. G. & Gaustad, G. Environmental trade- offs across cascading lithium-ion battery life cycles. Int. J. Life Cycle Assess. 22, 66-81 (2017).”
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Flagged first, then by citations
Research works printed but not linked: 2
- 2019 Vehicle Technologies Office Annual Merit Review Report (U.S. Department of Energy, 2020). https://www.osti.gov/servlets/purl/1601333.
- Richa, K., Babbitt, C. W., Nenadic, N. G. & Gaustad, G. Environmental trade-offs across cascading lithium-ion battery life cycles. Int. J. Life Cycle Assess. 22, 66–81 (2017). · DOI · Paper page
Cited by
Sorted by citations
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- Authors
- Xu, C., Dai, Q., Gaines, L., Hu, M., Tukker, A., & Steubing, B.
- Affiliations
- Leiden University (NL)
- Argonne National Laboratory (US)
- Corresponding author
- Steubing, Bernhard
- Venue
- Communications Materials
- Published
- 2020-12-09
- Volume
- 1
- Issue
- 1
- ISSN
- 2662-4443 (ISSN-L)
- OpenAlex
- W3112167541
- Cited by
- 898
- References
- 49
- Citations by year
- 2026: 173 · 2025: 188 · 2024: 188 · 2023: 165 · 2022: 135 · 2021: 49
- FWCI
- 42.91
- Type
- journal article
- Language
- en
- Open access
- gold
- doi.org
- Locations
- Communications Materials (publishedVersion, cc-by)
- Leiden Repository (Leiden University) (submittedVersion, cc-by)
- OSTI OAI (U.S. Department of Energy Office of Scientific and Technical Information) (submittedVersion)
- DOAJ (DOAJ: Directory of Open Access Journals) (submittedVersion, cc-by-sa)
- Data Archiving and Networked Services (DANS) (submittedVersion, other-oa)
- Funders
- China Scholarship Council
- EC | Horizon 2020 Framework Programme (18225)
- Topics
- Physical Sciences › Engineering › Mechanical Engineering › Extraction and Separation Processes
- Physical Sciences › Engineering › Electrical and Electronic Engineering › Electric Vehicles and Infrastructure
- Physical Sciences › Engineering › Electrical and Electronic Engineering › Advancements in Battery Materials
- Keywords
- electric vehicles, lithium-ion batteries, lithium, cobalt, nickel, NCM cathode, lithium iron phosphate, lithium-sulfur batteries, lithium-oxygen batteries, battery recycling, closed-loop recycling, second-life batteries, resource discovery, end-of-life batteries, material recovery
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