リサイクル/リユース技術の動向・市場の展望（～2040年）

EVの普及に伴い、EVから排出される廃電池に政府や企業が関心を寄せています。廃電池は適切に処理されないと、重金属や有毒ガスによる環境問題や爆発の危険性があるため、政府は廃電池に関する規制を打ち出しています。各企業は、廃電池のリサイクルによる原料供給や、廃電池の再利用に関連する新たなビジネスの機会をいち早く見出しています。

当レポートでは、廃電地のリサイクル/リユース技術の動向を調査し、EV用電池と電池リサイクルの必要性、リサイクル/リユース市場の展望、関連法規制、技術動向、リサイクルに関する経済評価、主要企業のプロファイルなどをまとめています。

目次

第1章 イントロダクション（EV電池の概要）

• リチウムイオン電池
• EV用リチウムイオン電池

第2章 EV電池のリサイクルの必要性

• 電池部品の環境負荷
• 電池を取り扱う際の安全上の問題
• 電池リサイクルの価値
• 電池のリサイクルが炭素排出削減に与えるプラスの影響

第3章 リサイクル/リユース市場の展望

• EV LiB廃電池バリューチェーンの課題
• EV廃電池のリサイクル/リユースの必要性
• リサイクル/リユース市場の予測：調査手法
• 廃車台数予測
• 廃電池量予測
• スクラップ量予測
• リサイクル市場の見通し（数量）
• リサイクル市場の見通し（金額）
• リサイクル金属の発生量：OEM別

第4章 廃電池管理の法規制

第5章 電池のリサイクルプロセスの概要

• 用語
• 廃電池のリサイクルプロセスの概要
• 診断技術
• リサイクルプロセス

第6章 電池のリサイクル：湿式製錬

• 電池のリサイクルプロセスの概要
• 電池のリサイクル工程（物理処理）
• 電池のリサイクル工程（化学処理）

第7章 リサイクル/リユースプロセスの経済性評価

• 廃電池処理工程
• 廃電池の解体・排出工程
• 廃電池解体工程
• 廃電池の性能評価
• 再利用プロセスのコスト推計
• リサイクルの経済性評価

第8章 リサイクル/リユース企業

• 大手リサイクル企業のバリューチェーン
• 韓国企業のリサイクル/リユース
• 世界のリサイクル企業

As more electric vehicles have been driven on the road, more attention from governments and corporates has been drawn to waste battery from those electric vehicles. Governments have come up with regulations on waste battery which, if not treated properly, may bring about the environmental issues and explosion risks due to heavy metals and toxic gas. Companies have been quick to find a new opportunity for raw material supply from waste battery recycling and a new business in relation to the reuse of waste battery.

These days, there have been increasing needs in treatment of waste battery which is obtained as recalled battery or waste battery from electric vehicles in countries where electric vehicles were introduced earlier than others. As the price of raw material has continuously risen, OEM/Cell/material companies tried to find partners in the recycling sector to secure the supply of key metals, which rapidly changed the landscape of electric vehicle and battery industry.

This report consists of 8 chapters: in Chapter 1 and 2, the report gives a brief introduction to electric vehicle battery and the necessity of battery recycling; Chapter 3 provides recycling / reuse market outlook; and from Chapter 4 to 8, the report broadly talks about related regulations / technical overview / hydrometallurgy/ economic evaluation on recycling / major players in the field.

Chapter 1 and 2 describe the components of battery and the value and influence of battery recycling. Chapter 3 provides a forecast of scrapped vehicle/ waste battery / scrap / reuse / recycling market based on the mid/long-term EV market sales forecast made by SNE Research. Chapter 4, 5, 6, 7, and 8 describe controversial issues regarding waste battery based on SNE's interview with experts and industry market research.

Table of Contents

1. Introduction (Outline of EV Battery)

• 1.1. Lithium Ion Battery
• 1.2. Lithium Ion Battery for Electric Vehicles

2. Necessity for EV Battery Recycling

• 2.1. Environmental Harmfulness of Battery Components
• 2.2. Safety Issue When Dealing with Battery
• 2.3. Value of Battery Recycling
• 2.4. Positive Influence of Battery Recycling on Carbon Emission Reduction

3. Recycling/Reuse Market Outlook

• 3.1. Issues on EV LiB Waste Battery Value Chain
• 3.2. Necessity of recycling/reuse of EV waste batteries
• 3.3. Recycling/Reuse Market Forecast Methodology
• 3.4. Scrapped Car Volume Forecast
• 3.5. Waste Battery Volume Forecast
• 3.6. Scrap Volume Forecast
• 3.7. Recycling Market Outlook (kton)
• 3.8. Recycling Market Outlook (Mil USD)
• 3.9. Volume of Recycling Metals Generated by OEMs

4. Waste Battery Management Laws / Regulations

• 4.1. Necessity of Laws for Waste Battery Management
• 4.2. Current Status and Forecast of Laws / Regulations _Europe
• 4.3. Current Status and Forecast of Laws / Regulations _US
• 4.4. Current Status and Forecast of Laws / Regulations _China
• 4.5. Current Status and Forecast of Laws / Regulations _Japan
• 4.6. Current Status and Forecast of Laws / Regulations _Korea

5. Battery Recycling Process Overview

• 5.1. Terminology
• 5.2. Waste Battery Recycling Process Overview
• 5.3. Diagnostic Technology
• 5.4. Recycling Process

6. Battery Recycling Hydrometallurgy

• 6.1. Battery Recycling Process Overview
• 6.2. Battery Recycling Process (Physical Treatment)
• 6.3. Battery Recycling Process (Chemical Treatment)

7. Economic Evaluation of Recycling/Reuse Process

• 7.1. Waste Battery Treatment Process
• 7.2. Waste Battery Dismantling and Discharging Process
• 7.3. Waste Battery Disassembling Process
• 7.4. Waste Battery Performance Evaluation
• 7.5. Reuse Process Cost Estimation
• 7.6. Economic Evaluation of Recycling

8. Recycling/Reuse Player

• 8.1. Value Chain of Major Recycling Companies
• 8.2. Recycling/Reuse Players in Korea
• 8.3. Global Recycling Players