Tesla's Impact Report Hints At The Future Of Battery Recycling And Battery Cost Declines
Comment of the Day

May 09 2022

Commentary by Eoin Treacy

Tesla's Impact Report Hints At The Future Of Battery Recycling And Battery Cost Declines

This short note from ARK Innovation ETFs may be of interest. Here is a section:

According to its Impact report for 2021, Tesla can recover raw materials from batteries with ~92% efficiency: for every 1,000 kWh worth of end-of-life batteries, Tesla recovers 921 kWh worth of raw metals to produce new batteries. The importance of recycling already is clear when cells don’t meet quality assurance during the manufacturing process. Tesla believes that “the costs associated with large-scale battery material recovery and recycling will be far lower than purchasing additional raw materials for cell manufacturing,” contributing significantly to continued battery cost declines and amplifying the importance of recycling as more electric vehicles reach end-of-life.

Eoin Treacy's view

Here is a link to Tesla’s 2021 Impact report. It clearly states Tesla does practically no recycling at present, because its batteries have not been in the field long enough to provide adequate supply.

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