The Ledger
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Redwood Materials collects over 80% of US end-of-life EV battery packs
“We are already collecting north of 80% of the end of life EV packs across the nation.”
Redwood Materials expects to deploy gigawatt-hours of repurposed batteries by 2026
“We think we can refurbish and deploy Gigawatt hours. Low single digit gigawatt hours this year, next year.”
Redwood Materials finds retired EV batteries typically lose only 20% capacity
“So from a physical perspective they're usually almost new. And then from an electrical and electrochemical perspective we receive them when a customer might get frustrated with them, typically. So that's something like I've lost 20% of my range, or the acceler…”
Redwood receives mostly 10-year-old NMC EV batteries for recycling
“Today they're predominantly NMC. You could think of it as what we get is what was built roughly 10 years ago. So we're time shifted from the manufacturing trends.”
About 5 GWh of EV battery capacity retires annually in the US
“So today it's on the order of five gigawatt hours a year that's coming off the road.”
New US EV production accounts for roughly 150 GWh of batteries annually
“And it's on the order of, ah, a 150 gigawatt hours a year new EV production that's going into service.”
EVs consume 80% of battery production, driving future second-life grid supply
“I think it's something like 80% of the energy storage is going into EV. So that's where most of the gigawatt hours are going to come out. Which is really good for grid storage because those are the packs that are going to be easiest to redeploy. Those are the …”