A document shows that Tesla has an interest in power battery recycling

A document shows that Tesla has an interest in power battery recycling

Covering the solar roof, building electric cars, building energy storage stations... Now, Tesla seems to have to extend the tentacles to the power battery.

一份文件显示特斯拉对动力电池回收产生了兴趣

According to foreign media reports, a document published by the SEC (US Securities and Exchange Commission) on May 3 showed that two Tesla executives: co-founder and CTO JB Straubel and company special project leader Andrew Stevenson co-founded A new company called "Redwood Materials", which specializes in the recycling and reuse of industrial raw materials. It is inferred that these "raw materials" are likely to be raw materials for power batteries.

According to SEC's public documents, Redwood Material was founded earlier this year in Redwood, California. Last month, an unknown investor also invested $2 million in it.

From Tesla's point of view, the power battery recycling business will play an important role in its future development. According to statistics, the company's car production and sales last year was 80,000. By 2020, the company's pure electric vehicles will exceed 1 million annual production and sales. To this end, Tesla will start construction of four super battery factories this year to meet the demand for power batteries.

As the global new energy vehicle market enters a period of rapid development, the power battery raw materials are also rising. Since the beginning of this year, the prices of nickel-cobalt-manganese and lithium-cobaltate used as cathode materials have risen sharply. In February, the price of 4.35V lithium cobalt oxide has risen to 260,000 yuan / ton, up 18% from December last year; in the same period, the price of power battery ternary material 523 has also increased to 155,000 yuan / ton to 160,000 yuan / ton, The increase was nearly 5%. In the Ningde era, LG, BYD, Samsung and other companies have announced their respective plans to increase production, Tesla apparently want to lay out in advance in the field of power battery recycling, in order to alleviate the cost pressure caused by rising raw material prices.

However, the current electric vehicle market has not yet reached the market where it can support the battery recycling market. At present, the number of electric vehicles in the global market is less than 1%. The electric cars of the international mainstream automobile group will not be listed in large quantities until 2018 and 2020, and it takes five to eight years to concentrate on these cars. Therefore, the decision of the two Tesla executives is more than just a rainy day.

In addition, the recovery of power batteries also has a high technical threshold. According to the reporter, the core technology of the power battery recycling industry lies in how to extract or extract the active ingredients using a suitable chemical solvent and re-use the battery raw materials for recycling. But these formulations are also trade secrets for power battery companies, and battery recycling plants are difficult to master.

But for Tesla, its process of cooperating with Matsushita to produce power batteries can help the company have a more complete understanding of the battery components, which is more conducive to the company's power battery recycling business. Recently, Straubel said in a speech at the National Business Week in Mexico that Tesla has established a recycling facility in its super battery factory Gigafactory 1, which shows that the company is interested in recycling and recycling used batteries.

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