The European energy transition will be built on electrification, relying on clean technologies highly depending on metals, the majority being listed as critical and strategic raw materials. JRC’s Foresight Study, assessing supply chain dependencies and predicting materials demand until 2050, highlights EU’s need to diversity and secure a more resilient resourcing of needed metals. Additional recommendations refer to the necessity to explore Europe’s potential to build internal capacities for mining, refining and processing materials needed for battery production.
In the coming years, demand for lithium-ion batteries (LIBs) will be driven by the automotive sector, complemented by the demand for energy storage systems (ESS) storage requested by the deployment of renewables. Compared to the current supply of materials, major increases are foreseen for graphite (45% in 2030 and 85% in 2050) and lithium (Li) (100% in 2030, expected to reach 170% in 2050). In 2030, the cobalt (Co) demand for batteries will represent almost 60% of the current world supply, expecting to decrease to 40% in 2050, partly due to the shift towards more nickel-rich batteries [source: Foresight Study, JRC].
In the current scenario, overshadowed by geopolitical instability and reliance on powerful nations for critical minerals, the recently adopted Critical Raw Materials Act (CRMA) underpins, among other solutions, the need to turn towards domestically sourced recycled metal, which will help reduce reliance on imports or single sources. With clear objectives to strengthen EU’s capacities along the entire value chain, the CRMA additionally sets a threshold for the EU’s processing capacity, which should cover by 2030 at least 40% of the domestic annual consumption of strategic materials.
Researchers from SINTEF have been studying the possibility of recovering Li, nickel (Ni) and Co from secondary raw materials such as black mass, as well as Li from primary resources – spodumene concentrate. The team at SINTEF approached the task by converting the metals in raw materials using molten salt chlorination, a process that could become an alternative to state-of-the-art (SoA) hydrometallurgy.
Researchers conducted experiments on three types of input materials: one spodumene concentrate and two different samples of black mass (BM), the first one of unknown battery chemistry and pre-treatment, while the second BM sample, recovered from an NMC material, had undergone pyrolysis pre-treatment.
The experiments allowed researchers to study the thermal expansion and melting behaviour of the spodumene concentrate, obtaining the highest Li yield (100 %) when chlorine gas is used in a mixture of calcium chloride, sodium chloride and potassium chloride at a temperature of 727 ⁰C . Experiments on black mass material showed the highest chlorination yields were obtained from uncalcined material (Li 64 %, Co and Ni 22-24 %, Cu 83% and Mn 49 %) in a mixture of lithium chloride and potassium chloride at at 470 ⁰C.
The results of this research was presented by SINTEF representatives at the Joint Symposium on Molten Salts in November 2023.
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© visual: SINTEF
On 16 March 2023, the European Commission proposed a comprehensive set of priority actions to ensure the EU’s access to a secure, diversified, affordable and sustainable supply of critical raw materials (CRMs). With the demand for CRMs expected to skyrocket, Europe needs to mitigate the risks associated with the supply chain of strategic minerals, as highlighted by shortages in the aftermath of the Covid-19 and the energy crisis.
During the official statement, President of the European Commission, Ursula von der Leyen highlighted:
“This Act will bring us closer to our climate ambitions. It will significantly improve the refining, processing and recycling of critical raw materials here in Europe. Raw materials are vital for manufacturing key technologies for our twin transition – like wind power generation, hydrogen storage or batteries. And we’re strengthening our cooperation with reliable trading partners globally to reduce the EU’s current dependencies on just one or a few countries. It’s in our mutual interest to ramp up production in a sustainable manner and at the same time ensure the highest level of diversification of supply chains for our European businesses.”
In addition to an updated list of critical raw materials, the Act presents a set of clear benchmarks for domestic capacities along the strategic raw material supply chain, and to diversity EU supply by 2030:
Eurometaux’s immediate reaction, openly stated by the Director General Guy Thiran, emphasised : “Europe has a meaningful project pipeline for the mining, processing and recycling of base metals, battery materials, and rare earths (inside and outside its territory). These can be brought online by 2030 under the right conditions, adding to Europe’s existing production with the same guarantee of high climate and environmental performance.”
Although the proposed Regulation needs to pass the European Parliament‘s and the Council of the European Union’s evaluations before adoption and entry into force, the initiative sets a clear regulatory framework to support the development and the sustainable exploitation of domestic Li resources.