European Strategy and Market evolution

To achieve carbon neutrality by 2050, the European Commission has decided to ban thermal vehicle sales from 2035.

This decision had a direct impact on the automotive industry with a reorientation towards the production of electric vehicles and the need to develop a totally new eco-system around the battery production in Europe.

To enable sustainable deployment of this new sector, the preservation of critical materials necessary for the manufacture of batteries on European territory is strategic. It is thus necessary to develop an efficient recycling sector, capable of producing recycled metal materials in sufficient quantity and quality.

This sector is mandatory to achieve the future European standards set in terms of recycling levels and the reincorporation content of recycled metals in the production of new batteries.

Studies carried out by IFPEN show the rapid evolution in the quantity of batteries to be recycled in France and in Europe until 2045.

The recycling industry will be initially fed by scraps coming from new Gigafactory with increasing capacities before seeing from 2030 a sharp increase in the recycling needs of electric vehicle’s end-of-life batteries.

Evolution of EV Battery material to be recycled in Europe