[Can’t do it? Can’t do it?]

The disadvantage of LFP batteries is that it is difficult to recycle (to completely decompose the battery and extract the metal used as the raw material), but can’t it or can’t it?

Battery A has a cycle warranty life of 3000 times (based on 80% remaining capacity),
Suppose that battery B has a cycle warranty life of 6000 times (based on 80% remaining capacity). Let’s say they were mounted on different electric vehicles, and 10 years have passed since then.

The initial cost of battery A is KRW 1 million, and battery B is KRW 800,000 but after 10 years, battery A has expired. Send it to the recycling plant for grinding,

Battery B still has 3,000 cycles left, so it can be used more. You can reuse it (remove the battery out of the car and reconstruct it for other purposes) by selling it as a used car, continuing to burn, or using it as an ESS, so you don’t have to send it to a recycling plant to change it. Maybe five more years later, that situation will arrive.

In other words, LFP batteries do not have to worry too much about recycling to be replaced as of 2023. The actual arrival of the problem of difficult and expensive recycling comes later than NCM, and technology is rapidly improving.

Aren’t there a lot of electric cars in China that don’t even go 100km? First-generation electric vehicle batteries and third-generation electric vehicle batteries are different. The first generation of NCM also had a lot of fires, but it is right to evaluate LFP as a product sold in the market right now, just as we do not see the products sold now.

In addition, let’s say nickel and cobalt were extracted from the anode material of the NCM battery. Won’t the waste come out from there? Is there really no technology to extract iron and phosphoric acid from LFP batteries in high purity? There is. It’s already been developed and the pilot plant also runs. However, the so-called experts in our country don’t know. China is also aware of the problems of the existing process. However, since economic feasibility is still coming out, we just use it as it is, and technologies for the United States and Europe have been developed.

And for the time being, new lithium, iron, and phosphoric acid are cheap and there are not enough LFP batteries to be replaced in recycling plants (defective products during the production process). In this situation, we just don’t invest in building a large new technology recycling plant right away.

Competitors keep saying they can’t do what they don’t because they don’t need it right now, but they ask them to invest based on the [corporate value in 10 years] of certain companies, so it’s hard to understand what this logic is.

It’s not easy to win a cutthroat competition even if you know me and your enemies. Can a “writer” who doesn’t know or even know the enemy win with a strategy to catch the wind?

(The link to the article is in the comments)
(There is also a man who was scolded periodically by his boss, who decided 10 years ago that he would never buy an apartment in his life.)