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By 2050, there could be 80 million metric tons globally of solar photovoltaics (PV) reaching the end of their lifetime, with 10 million metric tons in the United States alone — or the weight of 30 Empire State Buildings.

To maximize the value of solar PV materials and minimize waste, there is growing interest in sustainable end-of-life PV options and establishing a circular economy for energy materials. Most research thus far has focused on how to technically and economically recycle or reuse PV materials but does not consider how social behavior factors in. By considering consumer awareness and behavior, consumers could become a part of the solution and help accelerate the adoption of circular economy approaches.

“Consumer awareness and attitude are an important piece of the puzzle that must be considered in PV circular economy research and solutions,” said Julien Walzberg, lead author of a new article titled “Role of Social Factors in Success of Solar Photovoltaic Reuse and Recycle Programs” in Nature Energy. “A solution may be technically feasible, but if there’s no incentive for consumers to do it, it won’t work.”

For the first time, Walzberg and National Renewable Energy Laboratory (NREL) analysts applied agent-based modeling to end-of-life PV management to understand how people make decisions about recycling or reusing PV modules — marking a major shift in how we understand the potential for circular economy strategies to be successful. As discussed in a follow-on Nature Energy article, the NREL analysis shows the importance of factoring in peer influence and attitudes toward recycling to reflect the real-world situation and accelerate circular economy strategies. The authors of the accompanying article — including Professor Martin Green of University of New South Wales, recipient of the Alternative Nobel prize in 2002 and Global Energy Prize in 2018 — make a call for all future research on circular economy strategies to consider social factors like Walzberg demonstrated for the first time.

Agent-Based Modeling of PV End-of-Life Management

Agent-based modeling represents a group of customers as “agents,” or independent decision-making entities that are trained based on data to simulate decisions made on behalf of the people they represent.

NREL’s study modeled four agents: PV owners, installers, recyclers, and manufacturers. Agents choose to repair, reuse, recycle, landfill, or store an aging PV module under different scenarios, like varying recycling costs or policies.

Based on agent decisions, the model calculates PV mass avoided in landfills and costs to society like costs for manufacturers or net revenue for recyclers and installers. The model also factors in the learning effect for module recycling, or the decrease in recycling costs due to larger volumes and technology advancement.

Today’s Conditions Do Not Encourage PV Recycling

In the baseline scenario that reflects today’s conditions, 500 gigawatts of PV are assumed to be installed in the U.S. by 2050 (compared to 104 gigawatts in 2020), generating 9.1 million metric tons of PV waste. Based on the limited information publicly available today, the authors modeled average recycling cost of $28 per module, repair at $65 per module, and landfill at $1.38 per module, where used modules are modeled to be sold at 36% of new module prices.

From 2020 to 2050 in the modeled baseline conditions, approximately 80% of modules are landfilled, 1% are reused, and 10% are recycled. With today’s material recovery rate, the recycled mass totals just 0.7 million metric tons through 2050, or approximately 8%.

“With today’s technology, PV modules are difficult to separate, and the process recovers mostly low-value materials,” Walzberg said. “Because of this, there currently isn’t enough revenue from recycling to offset the high costs, and therefore very little mass is recycled. Our model shows this could lead to a major waste problem by 2050.”

Lower Recycling Costs Increase Recycling Rate

As modeled, lower recycling costs lead to more recycled PV modules. For example, a recycling cost of $18 per module ($10 less than today’s rate) could potentially increase the recycling rate by 36% in 2050.

However, even when recycling costs are still relatively high, social influence can increase the recycling rate. When PV owners know fellow PV owners who recycle and there is general positive attitude toward recycling, the rate increases. This indicates early adopters could help set the trend for others to follow.

“The bump in recycling from social influence shows that adopting a social perspective is important to fully realize and achieve higher material recovery,” Walzberg said.

Another scenario in the study explored the potential impact of a subsidy on recycling rates. Simulations showed that substantially reducing recycling costs through subsidies could encourage recycling and lead to a virtuous circle by increasing the recycled volume, helping to drive down costs for later adopters and increasing recycling volumes more.

Higher Material Recovery an Economic Win

Today’s mechanical recycling processes for PV modules typically recover lower-quality materials that are less valuable. Emerging high-recovery recycling processes recover more valuable materials like silver, copper, and silicon that can be used again.

In scenarios with the high-recovery process, recycler cumulative net income increases by $1.3 billion in 2050. Add in higher recycling rates or lower recycling costs, and the value of recycled PV modules increases further.

Reuse Could Help Establish PV Circular Economy

Reusing PV modules shows some promise as a circular economy approach. When PV modules have longer warranties, and people perceive new and used modules as having the same value, the reuse rate increases from 1% to 23% in 2050. Because the reuse pathway competes with recycling, the recycling rate decreases to below 1% in that scenario. However, the overall landfill avoidance rate still increases. Moreover, even when nearly all limitations on PV reuse are removed, the supply of reused modules can only meet one-third of growing PV demand.

“While it is possible to reuse a PV module, it doesn’t have the same power efficiency and life expectancy the second time around, so there are limitations to focusing on reuse as the main PV circular economy strategy,” Walzberg said. “Reuse and recycling strategies can be developed in concert. Understanding this interplay is important to move toward solutions that avoid landfilling while maximizing renewable energy generation.”

Learn more about NREL’s energy analysis research.

Article courtesy of NREL.

 

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Tesla jumped the gun, Nissan drivers will have to wait a bit for Supercharger access

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Tesla jumped the gun, Nissan drivers will have to wait a bit for Supercharger access

It sounds like Tesla jumped the gun when announcing that Nissan drivers now have access to the Supercharger network in North America.

They will have to wait a bit.

Yesterday, we reported that Tesla added Nissan to the list of automakers with EVs capable of using the Supercharger network in North America.

However, Tesla has since removed Nissan from its list of automakers with access and switched the Japanese automaker back to the “coming soon” list.

Nissan confirmed to Electrek that access is not currently available, but it will be available by the end of the year.

It sounds like a miscommunication on Tesla’s side. We hear that it should be coming soon.

Elon Musk fired Tesla’s entire charging team – seemingly to make an example of its then-head of charging, Rebecca Tinucci, who reportedly disagreed with Musk about making further layoffs following another layoff wave.

Instead of just firing her, Musk decided to fire the entire team and then sent an email to other Tesla managers using the charging team situation as a warning.

Tesla has since had to rehire several former members of its charging team to rebuild the department.

This is believed to have slowed down the opening of the Supercharger network to other automakers in North America. We were told that communications with Tesla’s charging team were difficult to non-existent for those automakers for weeks earlier this year.

As we have previously reported, the situation has definitely slowed down Tesla’s own deployment of Supercharger stations.

Nonetheless, the Supercharger network recently hit the milestone of 60,000 chargers worldwide.

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Northvolt files for bankruptcy, CEO quits

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Northvolt files for bankruptcy, CEO quits

Europe’s “green dream” Northvolt has filed for bankruptcy protection in the US after a rescue package failed to go through, leaving the battery maker with just one week’s worth of cash in the account. Cofounder and CEO Peter Carlsson, who spearheaded a costly expansion, has also quit.

The Swedish-owned battery maker filed for Chapter 11 in the Southern District of Texas, reports Bloomberg, with $5.8 billion debt. CEO Peter Carlsson, Telsa’s former chief products officer, stepped down from his role as CEO after the filing, but will remain onboard as advisor and director.

According to a statement, Northvolt said that its main factory will maintain business as usual during the reorganization, as the company now has a buffer from creditors, giving it time to restructure the balance sheet. However, the company said that this will not impact its business in Germany, and through the court process, Northvolt now has access to about $145 million in cash collateral. An additional $100 million in debtor-in-possession financing will be added to the pot via one of its customers, the report said.

In recent weeks, Northvolt has been in intense negotiations in the hope of securing a $300 million rescue package to give the company a bit more time to seek longer-term funding. But when that deal fell through, the battery maker was forced to seek protection from creditors via the Chapter 11 filing.  

The company still has a $7 billion project in place in Quebec – a new campus that is set to include a cell production plant, battery recycling, and cathode active-material production facilities –  and the bankruptcy won’t affect those plans, the company said on its website. “Northvolt Germany and Northvolt North America, subsidiaries of Northvolt AB with projects in Germany and Canada, are financed separately and will continue to operate as usual outside of the Chapter 11 process as key parts of Northvolt’s strategic positioning.”

The plant is expected to have capacity to produce 30 GWh of battery cell every year, with an expansion set to double that output, making it enough to power 1 million EVs. The Canadian government is putting $1.334 billion CND toward the project, with Quebec chipping in another $1.37 billion CND.

Northvolt has hit hard times in recent months, once thought of as Europe’s best shot to homegrown EVs and the makers of “the world’s greenest battery.” Enthusiasm mounted as the company opened the doors to its first plant in Sweden, in the small town of Skelleftea near the Arctic Circle, in 2021. Billions of dollars have been invested into the company, and Volvo, VW, and BMW rushed to place future orders.

All of this enthusiasm has been fueled by a vision to cut dependency on China by creating greener EV batteries using 100 percent recycled nickel, manganese, and cobalt. Plans were put in place to build factories in Gothenburg, in southern Sweden, and Poland, Germany, and Canada, all backed by huge government subsidies. Back in January, the company raised an additional $5 billion, firmly locking in its position as one of Europe’s best-funded startups and recipient of the largest-ever green loan in the EU.

But then things started going south, with Northvolt’s production problems and massive delays forcing BMW to cancel its €2 billion battery cell order with the company. This past May, Northvolt also announced that it pushing back its plans for an IPO until next year. The interim report that followed revealed the dire state of its finances and how far its production had fallen short of goals, with Carlsson admitting he had been “too aggressive” with the company’s expansion plan.

Since Northvolt has put in place a series of changes to reset the company’s course, including bringing onboard a new CFO, leaving the former CFO to focus solely on expansion plans. Plus the company started making cuts, including closing down its research center, Cuberg, in San Francisco and deprioritizing secondary businesses. At the end of September, Northvolt announced that it would cut 1,600 staff from three Swedish sites and about 20 percent of its international workforce.

Last month, Volvo started proceedings to take over their joint venture with Northvolt, while Volkswagen Group’s representative to Northvolt’s board stepped down this month. Sweden, for its part, is ruling out taking a stake to save its homegrown enterprise, Bloomberg reports. Carlsson had said last month that the company needs more than $900 million to permanently shore up its finances.

Photo credit: Northvolt


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YMX Logistics deploys 20 new Orange EV electric yard trucks

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YMX Logistics deploys 20 new Orange EV electric yard trucks

Leading yard operation 3PL YMX Logistics has announced plans to deploy fully twenty (20) of Orange EV’s fully electric Class 8 terminal trucks at a number of distribution and manufacturing sites across North America.

As the shipping and logistics industries increasingly move to embrace electrification, yard operations have proven to be an almost ideal use case for EVs, enabling companies like Orange EV, which specialize in yard hostlers or terminal tractors, to drive real, impactful change. To that end, companies like YMX are partnering with Orange EV.

“This relationship between YMX and Orange EV is a significant step forward in transforming yard operations across North America,” said Matt Yearling, CEO of YMX Logistics. “Besides the initial benefits of reduction in emissions and carbon footprint, our customers are also seeing improvements in the overall operational efficiency and seeking to expand. Our team members have also been sharing positive feedback about their new equipment and highlighting the positive impact on their health and day-to-day activities.”

This Orange looks good in blue

YMX Logistics electric yard trucks; by Orange EV.

One of the most interesting aspects of this story – beyond the Orange EV HUSK-e XP’s almost unbelievable 180,000 lb. GCWR spec. – is that this isn’t a story about California’s ports, which mandate EVs. Instead, YMX is truly deploying these trucks throughout the country, with at least four currently in Chicago (and more on the way).

“Our collaboration with YMX Logistics represents a powerful stride in delivering sustainable yard solutions at scale for enterprise customers,” explains Wayne Mathisen, CEO of Orange EV. “With rising demand for electric yard trucks, our joint efforts ensure that more companies can access the environmental, financial, and operational benefits of electrification … this is a win for the planet, the workforce, and the bottom line of these organizations.”

We interviewed Orange EV founder Kurt Neutgens on The Heavy Equipment Podcast a few months back, but if you’re not familiar with these purpose-built trucks, it’s worth a listen.

HEP-isode 26

SOURCE | IMAGES: YMX Logistics.

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