ICBR conference presentation Michel Siemon Primobius a SMS group Joint Venture
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ICBR conference presentation Michel Siemon Primobius a SMS group Joint Venture
CONTENTS PAGE
The need for LiB
recycling
The Opportunity
An alternative
Solution
2
THE NEED FOR LIB RECYCLING
Hazardous Valuable Carbon
Footprint
3
RECYCLING IS NOT OPTIONAL
LiBs pose many risks including:
Fire Risk Pollution (GHG) Landfill Material Circular
Shortages Economy
These risks have As a result, many EU Battery EOL vehicle Mandatory
led to concerns countries have Directive – directive – more recycling in
over the storage, imposed recycling ‘producers’ must than 85% to be California - no
transport, disposal, regulations in order recycle or acquit reused and landfill dumping.
ethical supply and to help reduce the same amount. recycled.
sustainability of these risks.
these batteries.
4
SPENT LIBS ARE VALUABLE
Expired LiBs are made up of valuable raw materials
that can be recovered and re-used
EV Battery Cathode Market Share Forecast NMC 811 Value
Source: Dartan Commodities; Argus Source: Vale and LME & Metalary.com pricing as at
18th June 2020
5
RECYCLING IS THE KEY TO SECURING THE SUPPLY
CHAIN
World Lithium ion battery mega- Mega factory impact on raw materials
factory capacity 2020-2028 Raw Materials demand vs Global
Lithium Ion cell/mega-factory capacity
Source: Benchmark Minerals Intelligence The data in this chart does not constitute a forecast, and assumes 100% utilisation rates
6
RECYCLING IS THE KEY TO SECURING AN ETHICAL
SUPPLY
“Recycling plays pivotal
role in securing battery
supply chains…the region
that leads battery
technology and secures
the supply chain will have
outsized geo-economic and
development influence.”
Science Magazine Oct 2019
7
HYDRO-RECOVERY RECYCLING H AS THE LOWEST
CARBON FOOTPRINT
o Comparisons between ICE Raw Material CO2 Savings –
Traditional Mining vs Pyromet and Hydromet Battery
and EV emissions are
Recycling
complex.
o EV recharging with coal
powered electrons doesn’t
provide clear emissions
advantage.
To ensure EV lifetime
emissions are low,
countries can decarbonise
electricity and car
manufacturers can recycle
carbon intensive batteries.
Source: Duesenfield
8
THE OPPORTUNITY
Market Low Government
Tailwind Carbon Support
9
TAILWINDS – THE TREND TOWARDS DE-CARBONISATION
IS DRIVING DEMAND FOR LIBS
Demand and adoption of EV and ESS increases as the
economics of de-carbonisation becomes more viable
o Paris Agreement target
o EU Green deal – One trillion Euro of investment between
2021-2027 to achieve no net emissions of GHG by 2050
o Trend towards phasing out ICE vehicles nation by nation
This creates mountains of scrap / spent LiBs, impacting the value chain.
3. Increases
1. Increased 4. Demand for
2. Greater in cell
production battery value
LiBs demand production
of EV’s chain materials
capacity
102. LIB DEMAND GROWTH FORECAST
Demand of EV and ESS means higher demand
for batteries
Lithium-Ion Total Demand (GWh)
Source: Argus
113. LIB SUPPLY SOURCES
Global
Megafactory Capacity Forecast by Region
Source: Benchmark Mineral Intelligence
12MORE PRODUCTION = MORE SCRAP AND END OF LIFE
LIB’S
European Lithium Ion Battery Recycling Feed
Source: Benchmark Minerals Intelligence (Battery Cell Capacity) and Neometals Management (Utilisation rate 75%,
Scrap Rate 10% and Cell Weight 45g/Wh)
13GOVERNMENT SUPPORT IS THE OTHER MAIN DRIVER OF
GROWTH
Source: techau.com.au/eu-may-exempt-electric-vehicles-from-vat-
should-Australia-remove-the-gst-and-lct/A SUSTAINABLE SOLUTION
Safe Eco-friendly Pure
15PRIMOBIUS OFFERS A CLEAR USP
Flexible and robust technology
Reasons for Primobius In contrast to competitors multiple battery chemistries,
1
formats and types can be processed and that without
prior discharging
1
Environmentally friendly
Flexible and In contrast to the pyromet. processes in place our
5 2
robust technology generates less CO2 production and less
technology transportation of hazardous wastes
Continuous
improvement
2 Ethical sourced high purity products
JV will produce high purity chemicals not
Environ- 3
intermediates intended for the ethical re-supply to the
mentally cathode producer supply chains
4 friendly
Safe process
3 Safe process according to regulations
according to
4 High share of recycled materials to high purity
regulations
chemicals meeting the current regulations
Ethical sourced high
purity products
Continuous improvement
5 We continuously optimize our existing
16 processes with
regards to product yield, quality and efficiencyA UNIQUE AND SUSTAINABLE RECYCLING TECHNOLOGY
Our flowsheet No prior
discharging
needed
Stage 1 High purity chemical
Prismatic products
Shredding
LCO/NMC
Battery feed
Pouch Plastics
Black powder
Multiple Metal Foil
battery Cu, Al
chemistries, Cylindrical
formats and
types can be Decentralized Cathode Materials
processed shredding and Ni, Co, Mn
refining possible
Stage 2 Lithium
Refining
2nd Life
Anode
Feel free to visit www.Primobius.com
17NOW I WOULD LIKE TO INVITE YOU TO RAISE
QUESTIONS!
Q&A session
Q A
18PRIMOBIUS WILL PROVIDE YOU WITH THE BEST
POSSIBLE RECYCLING SOLUTION
Dr. Michel Siemon
Mobile: +49 (0) 174 6071329
E-Mail: michel.siemon@sms-group.com
Feel free to visit www.Primobius.com
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