Today less than 1% of the automotive market is Electric Vehicle. With this very small market share, xEV already consume more than 60% of the total Li-ion battery production, more than 40% of the cobalt production and more than 50% of the lithium production. With conservative xEV forecasts (5 million EV sold per year in 2025), the impact on the lithium-ion battery market and supply chain will be huge.

While many assume that electric vehicles will become ubiquitous in the near future, the reality of this transition may be under threat. While there is no structural shortage of critical raw materials such as lithium or cobalt, the financing to build out the battery supply chain will easily run into the many billions of dollars. Where will this financing come from in such a dynamic market? What are the implications of a lack of available capital?

This presentation will be about a market trend of LiB major 4 materials such as cathode, anode, electrolyte, and separator. The market size of these materials has been growing fast thanks to expansion of the xEV market, and high energy density materials will be a key factor to support this growth. Also, the market presence of Chinese material manufactures has been rising based on their internal market growth. I will talk about recent and future market trends as to these 4 major materials based on LiB and application market, especially xEV.

The talk will focus on Ni demand projections by industry, update on Indonesian Ni projects. Possible impact of the Indonesian export ban will be elaborated and the Ni incentive price for bringing additional Ni units to the market will be examined.

Pyrotek is a leader in battery-grade, synthetic graphite production, and is the only North American supplier with 100% domestic material. Updated information on production capabilities and material performance will be presented.

This presentation will share recent results from high-throughput coating experiments and cost models showing that atomic layer deposition (ALD) is a cost-leading alternative to wet and dry coatings for modifying cathode powder surfaces. We will also touch on ALD coatings for anodes.

This presentation will address lithium-ion battery supply chain dynamics: challenges & opportunities as well as raw material bottlenecks; lithium, cobalt, graphite, nickel and financing the EV supply chain; capital requirements to meet the EV demand of the coming decade.

The huge growth of the battery market requires the battery material supply chain to grow significantly. Some materials like lithium, nickel, and cobalt may be in short supply. Recycling is necessary for bringing used materials back to the supply chain and to maintain a green approach. In addition, this presentation will also review the current market status.

The ReCell center, an advanced battery recycling program funded by the DOE’s Vehicle Technologies office, is working to develop, scale-up, and demonstrate recycle processes that reduce cost and increase revenue to improve the economics of responsible end-of-life lithium-ion battery management. Four focus areas are targeted: direct recycling, recovery of other materials, design for recycle, and modeling and analysis. This presentation will provide a summary of ReCell’s work to create a profitable battery recycling system as it enters its second year.

Cathode-healing direct methods show great promise for low-cost, efficient material recovery and optimization in manufacturing and recycling along the lithium-ion battery value-chain. Dr. Sloop will present recent developments in application and scale of the innovative technology.