For at komme i mål med den bæredygtige omstilling skal batterier fra blandt andet el-biler bedre kunne genbruges. Selvom teknologien allerede eksisterer, er udfordringen at anvende det i et større omfang – det viser en ny analyse fra banken Julius Bär.
Banken mener, at det er vigtigt at kunne genbruge batterier, fordi andelen af el-biler vokser: “Looking ahead, we are very convinced about further sales growth. Across the world’s major car markets in China, the United States, and Europe, we project the market share of newly sold electric vehicles to reach 75% in 2030 and more than 95% in 2050.”
El-bilers bæredygtighedsstatus er for nuværende ikke så høj som mange antager, hvilket skyldes de massive mængder batteri-metal, som skal bruges til at producere batterierne. Netop derfor er genbrug af batterierne så vigtige ifølge Carsten Menke, CFA Head of Next Generation Research:
“We believe electric vehicles battery recycling will become one of the most dynamic and most valuable segments of the circular economy.”
Banken kommenterer også på batterigenbrugsbranchens fremtid: “All in all, this means that due to a potential lack of pure play companies, battery metals recycling will likely not reach the prominence it deserves in the Circular Economy investment theme despite being very relevant environmentally as well as economically. Nevertheless, the Circular Economy is a very attractive structural growth story. It may not show the same staggering growth rates as some other Next Generation themes; it is much more defensive, as the underlying global waste generation trend is very stable. The circular economy also enjoys the advantage of strong support from regulators, which should lead to lasting tailwinds.”
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