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battery recycling capacity

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 8, 2024 by Shayle Kann · across every show →

Everything said about battery recycling capacity, oldest first

Feb 8, 2024 bearish
Assertion Supported
Kann: Projected 2030 battery recycling capacity exceeds scrap supply by 5x
“According to the numbers that circular energy storage compiled will be in 2030, will be at about two million tons per year of combined end of life batteries and production scrap versus ten million tons or so of capacity for material recovery and processing. So…”
Shayle Kann Feb 8, 2024 ▶ 50:21 2024 trends: batteries, transferable tax credits, and the cost of capital
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