Battery Recyclers Don’t Know How to Respond to Trump’s Clean Energy Reversal

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Covington, Georgia, workers make dead batteries grow into a delicate, dark powder. In the past, the factory is recognized in the battery recycling industry and the black mass, known as an external mass, to produce dusty metals cobalt and nickel. But now it keeps the black mass on the site and processes to produce lithium carbonateA critical substance to prepare new batteries on electric vehicles and maintain energy in the network.

From Nevada for ArkansaCompanies are competing to dig more lithium in front of the clean energy sector appetite. But this battery recycling facility, which is Massachusetts based Climb elementsThe first new lithium in the years is a carbonate manufacturer – and is the only source of repeated lithium carbonate in North America. The company hinders the upgrades to the Covington facility that allows you to produce 3,000 metric tons of lithium carbonate a year in this month. Currently, the only other internal source of lithium carbonate is a small mine At the summit of silver, Nevada.

Since January has President Donald Trump He took a sledgehammer Biden’s efforts to develop America’s clean energy industry. Trump management Frozen grants and loans, Main agents in accordanceand executing action that uses Holiday renewable energy projects and Reverse Climate Policy – often in Legally suspected roads. At the same time, the reasons for economic and national security, Trump tried to move on Efforts to produce more critical minerals such as lithium in the United States. This is exactly what unsuitable Lithium-ion battery Recycling industry Trying to make, so some industrial insiders are optimistic about the future under the Trump.

However, the US battery is uncertainty due to repeated users, rapid variable tariff policies, due to the prospects of tax loans during the proposed period can be canceled By the Congress because he wants to whip the federal spending Clean Energy Production Boomi is pale.

Benchmark in the Benchmark mineral intelligence, which conducts market research for companies in the Lithium-Ion Battery Supply Chain, is in Beatrice Browning. “What the next steps are” waiting. “


To start crossing fossil fuels, the world needs larger batteries that can be strengthened and the wind is a larger batteries that can be recoverable for use or recoverable energy for use when the sun does not shine. This need is already a demand for metals in the batteries. Recycled Batteries – Electric cars, e-bikes, mobile phones and more – can provide metal to help you fulfill this request Reducing the need for destructive mining. It is already happening in China in a large scale, where Most of the world’s lithium-ion battery happen and repeated users benefit from Supporting government policy and a continuous flow of production crumbs.

When Biden management is on land, the United States has announced a major expansion plans managed by the US battery again, the US battery re-users, state financing and other incentives. Former President of the US Energy Department Joe Biden or Doe, Research and development initiatives have begun To support companies that want to support the battery’s recycling and expand transactions to help you finance hundreds of millions of dollars. DOE’s credit program also proposed lend About $ 2.5 billion, two batteries to repeat company.

The industry also benefited from the construction of the 2022 inflation discount in the center of the climatic agenda of Biden. In particular, 45x advanced production production loan Produced in the internal production of critical minerals, including recycled materials. For battery repetitive employees, promoting “directly underline”, Roger Lin, VP government works according to VP data in Ascend elements.

DOE did not meet the Gristin request for commenting on loans for the recycling of Biden cycle grants and battery. However, re-users say that at least some federal support continues under the Trump.

Ascend elements were awarded in 2022 $ 316 million gas To help build a second battery recycling plant in Hopkinsville, Kentucky. This grant, which will go to the building power to make battery cathode Re-met metals, “It is still active and is still being implemented,” said Lin, minimal impact on management change. Ascend elements are waiting for the plant to come online in late 2026.

A Reno, Nevada-based battery materials company, explained a similar story. Company in December Has signed a $ 144 million contract Battery grade metals will produce the second battery recycling enterprise to produce production scraps and batteries ending the life of the batteries. This grant has been “no change” since the opening of the Trump, gave CEO Ryan Melsert Grist.

Repeat another battery, Cabba solutions, recently a $ 200 million dollars grant South Carolina, South Carolina, to help a new battery recycling plant in the city of Columbia. With full power, this device is expected to produce enough battery grade metal to provide a half million homes in a year. Cabba Solutions also spends a $ 75 million grant, including a $ 75 million grant to expand Lancaster, Ohio, Battery processing plant.

“I think that our Priorities of the department said,” Danielle Spalding, Cabba neighborhoods, the VP of communications and social work in the neighborhoods of VP, said.

These priorities set up the US as “processor and processor of leading manufacturers and non-fuel minerals” and “take steps to make maximum production as much easier as possible executive disposal Signed by Trump in January and March. Because critical minerals are used in many high-tech devices, including military weapons, including Trump management believes that the United States depends on control of the supply chains of America. As the battery repeated employees Note the unusual After the start of Trump’s inauguration, their industry can help.

“Critical minerals are centered in the United States to establish a solid energy economy and resources rehabilitation and recycling companies will continue to play an important role in ensuring another domestic source of these materials,” Ajay Kochar, Battery Recur Company Director General Li-Cycle wrote Blog Post Reacts from Trump’s energy orders.

A binding li-tcle $ 475 million loan In November, DOE’s Credit Programs Office Encounter possible bankruptcyHe did not meet Gristin’s desire for comment.


The approach of the Bible’s approach to the intimacy of brave mineral production was radical in various financial properties, Trump tariffs and the same purpose trying to watch new mines quickly. Although economists criticize an unexpected and unexpected application of Trump’s tariffs, some battery re-users are cautiously optimistic, they will benefit from growing trade restrictions. In particular, re-users see the growing trade war with China – including last restriction About the export of various critical minerals to the United States – such as new local sources of sources are necessary. (China is the world’s leading manufacturer of basic battery metals.)

“There is a chance that restricts the amount brought from China … it can really strengthen the mineral production in other areas where the United States is brown.

Trade restrictions between the main partners outside the United States and China can be more harmful. Today, Browning, US re-workers are selling black masses in South Korea, which produce enough internal production to satisfy their production abilities, and there are pay the reward to provide material from abroad. Trump app Before taking a 90-day break, 25 percent of tariffs for Korean imports. If South Korea had applied revenge tariffs in response, the major flow of income for the United States industry can cut. However, Grist talk companies have noted that there are no export bans or tariffs affecting the black mass, and stressed their plans to increase local cleaning ability.

“The short answer is that we see the tariffs as an opportunity to direct the domestic production,” said Torba solutions spalding.

Battery recurrent users are interested in critical policy and trade to trade to a certain extent, they also seem disagreement when it comes to energy policy. Without a boom that produces a clean energy in the United States, it would be less needed for battery recycling.

Today, about 40 percent of the material available for battery recyclers in the United States, according to Benchmark, is the crumbs of production from the battery gigafactors. The other 15 percent of the life reached the end of their lives or consists of the home batteries used, the grid warehouse and microfobil (such as e-bike batteries) are 14 percent. The remaining third of the material available for processing are portable batteries as those in consumer electronics.

In the future, the more EVS reaches the end of their life, the clean energy sector will grow further than battery scrap. In the coming years, a large number of planned batteries and household manufacturers, due to the abolition of the act of inflation reduction – the federal financing, rising project costs or perhaps 3 back to the reverse industry may have to return their passions.

Budgetary fee The house passed In May, a number of inflation reductions would return the provisions. Some clean energy tax credits such as consumer home tax credit will be eliminated by the end of this year. Legislation was shroud With 45x production loans, it is planned to plan to end in 2031, not more than the current stage of 2032. But it can face the bill Significant changes Before starting Trump’s desk in the Senate, perhaps until July 4.

Despite the fate of IRA tax loans, Trump’s actions have already put a damper on the production of US companies, or delayed plans since January Worth $ 14 billion Clean energy projects from us for a clean technological advocacy group.

Battery re-employees, while they came to a bold face under the second period of Trump, some want to hedge their bets. As the Ascend elements increase the production of lithium in Georgia, it has made at least one buyer outside the battery supply chain. Accounts for the battery industry about 90 percent Lithium is a global demand for a global scale, but also in various industrial applications, including ceramics and glass production.

The house remains “last goal” to integrate into the battery supply chain. “But we look at other plans to ensure us … The economic vitality of the operation continues.”

This post appeared first Gristor horse https://grist.org/technology/Technology-Battery-Recycling-litium-grants-Tarifs-Rram-ram-Credits/. Grist is a non-profit media organization dedicated to explaining a climate solution and a fair future stories. Learn more Grist.org.

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