recycling

5 statements across 4 episodes · 3 bullish · 2 bearish · 5 people on the record · first statement Sep 22, 2022 by Dr. Daniel Yergin · across every show →

Everything said about recycling, oldest first

Sep 22, 2022 bearish
Prediction Not checkable as stated
Yergin: EV battery recycling will not supply enough minerals by 2035
“The issue is you won't have that many electric car batteries to recycle in the time frame because, you know, you're going, we're in twenty-twenty-two now, you know, going into twenty-twenty-three and you're looking at twenty-thirty-five. That's, 12 years.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 49:22 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Apr 4, 2024 bearish
Insight
Steingart: Battery Recycling Margin Gains Will Be Quickly Eroded by Price Competition
“So, so, in a perfectly efficient market, recycling is just a tolling operation, where it is, will exist to an extent that it can keep its costs neutral, and every time there's an advance that lowers the cost of recycling, there will be a year or two where that…”
Dan Steingart Apr 4, 2024 ▶ 35:28 The world of battery recycling
Jun 6, 2024 bullish
Prediction Not checkable as stated
Baglino: Clean energy material recycling will make long-term supply manageable
“These materials, once they're kind of deployed, they will be redeployed in some fashion with not perfect recovery, but to the point where the ongoing resource requirement is just, is not that challenging.”
Drew Baglino Jun 6, 2024 ▶ 47:51 Drew Baglino on Tesla’s Master Plan
Feb 25, 2026 positive
Insight
Kann: Rare earth recycling avoids complex separation steps needed in virgin mining
“There are actually 16 rare earth elements that are grouped together. We really only use four of them, actually. Like, we only care about four of them out of the 16. If you're doing mining, virgin mining, you get this, like, basket of all of them, and you have …”
Shayle Kann Feb 25, 2026 ▶ 51:44 Volts crossover: Six big energy questions
Feb 25, 2026 bullish
Prediction Open · timeframe Feb 2046
Roberts predicts recycled minerals will become cheaper than mined within 20 years
“I would just say that my, I guess my prediction would be that in 10 years, maybe or in 20, that just a unit of critical minerals drawn from recycling will be cheaper than a unit of Mind. I think. I think. Eventually. Like, I think it will end up being our prim…”
David Roberts Feb 25, 2026 ▶ 50:49 Volts crossover: Six big energy questions
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