battery recycling

“We can achieve 90, 98, 99% recycling rates on these, on, on these batteries, and over time, we'll get to the point where we do not have to mine them which is really, really exciting. But that will take more than a generation, unfortunately. We need a lot more …”

“I think now you have a really clear economic, national security, and environmental case for battery recycling. So there's a lot of activity right now, and it's pretty compelling, and the market forces Are definitely in favor of this push for more battery recyc…”

“I mean, I think the short answer is that you, there is not enough supply of recyclable batteries today to make up for the majority or even close to the majority of the need for critical minerals.”

“So, in terms of their unit economics, it doesn't make any sense For a mining company to involve itself in recycling in a big way in twenty-twenty-four, both because all of the recycling material coming in, or most of it is, is scrap, and, ah, what's not scrap …”

“Long story short, graphite recycling is in its infancy, and it's pretty difficult to justify from a purity and homogeneity basis, and, you know, frankly, there, there's plenty of graphite in the ground, so, so it's hard to justify from an economic basis recycl…”

“It's typically pretty, pretty difficult to justify the cost of grading these cells and estimating their second life. We do a fair bit of that in my lab, and I have to say to date, I think that, that it's probably not a bankable effort yet. I'm not sure that ev…”

“I think the brutal truth is, is that it's a cost center, and that inputs, recycled inputs, are ultimately a tolling operation unless Redwood can pull off owning the supply. Because if Redwood can pull off owning the supply, then it owns the mine of the future,…”