World

A gloomy atmosphere currently hangs over the lithium-ion supply chain. Stationary battery storage equipment and electromobility offer tremendous opportunities. Yet many experts have concerns about the raw material supply and recycling situation. Christian Hagelüken, the Director of EU government affairs at Umicore, a major recycler and supplier of cobalt, explains his view of the situation.

“Lead-acid batteries are comparatively cheaper than other battery types such as Ni-MH and Li-ion. Moreover, these have the highest recyclability percentage of any product, and are therefore likely to find more takers owing to their reduced cost of production,” according to industry participants at the International Lead Conference held in Spain.

According to the Taiwanese market research company, PV panel demand will increase by 16% over 2018 shipments. TrendForce also believes this growth trend will continue in 2020.

While it is often stated only 5% of lithium-ion batteries are recycled, a review of research into the second life and recycling of lithium-ion batteries suggests that is a gross understatement. A new study found almost 100,000 tons of waste batteries were recycled last year – about half of what reached end-of-life.

Plummeting costs, industry maturity, and the ever-increasing penetration of global renewables are expanding the use cases for battery storage technology. Over the past year and a half, storage projects are increasing significantly in both scope and capacity.

With half-cut, bifacial, shingle cell, and heterojunction designs being deployed at the scale of hundreds of megawatts, it is an exciting time to be in solar cell and module technology.

The Solar Energy Corporation of India has invited bids to set up 1.2 GW of grid-connected solar under the fifth phase of its national interstate transmission system program. The projects – to be established on a build, own, operate basis – will be awarded through e-bidding and a reverse auction with a tariff ceiling of Rs2.65/kWh. Bidding closes on July 31.

There is a sense in the PV cell and module market at the mid stage of 2019 that the push towards high-efficiency cell architectures is accelerating. This makes the case for half-cut cells in a module more compelling, and the quality of the cut edge vital – argue laser process suppliers.

A report on the prospects for a mooted $2.6tn electric vehicle market over the next decade says PHEVs – part electric, part gas-guzzling – are already losing market share rapidly to pure electric rivals, and will be extinct by 2030.

Starting its journey as a department within Mahindra Group’s solar EPC company Mahindra Susten, the newly formed comprehensive asset care company for renewable energy customers aims to reach a 20 GWp global portfolio by 2022 from 4 GWp currently.