TY - JOUR
T1 - The impact of climate policy implementation on lithium, cobalt and nickel demand
T2 - The case of the Dutch automotive sector up to 2040
AU - Tang, Chen
AU - Sprecher, Benjamin
AU - Tukker, Arnold
AU - Mogollón, José M.
PY - 2021
Y1 - 2021
N2 - The Dutch national climate agreement (‘Klimaatakkoord’), stipulates a 49% decrease in greenhouse gas (GHG) emissions by 2030, relative to the 1990 level. To accommodate this target, the passenger vehicles sector must reduce its GHG emissions by 30% in 2030, which likely will come about by replacing internal combustion engine vehicles with electric vehicles. In this study, a dynamic material flow model combined was applied to investigate the future demand for (and metabolism of) lithium, cobalt, and nickel within various scenarios of Dutch electric vehicle markets stemming from climate policy implementation. Our results show that by 2040 the demand for electric vehicles rapidly grows by an order of magnitude, which expands by two orders of magnitude the annual accumulation of these metals in the Netherlands when compared to the 2019 levels. Lithium and nickel demand will keep increasing through 2040, while the demand trend of cobalt will start to drop after 2030, due to changes in battery technology. Increasing the EV driving range and replacing EV batteries during an EV lifetime will increase the demand for these metals by 10%–19%. Conversely, extending the average battery lifetime to meet the vehicle lifetime could reduce the demand of these metals by 30%. Due to the low open-loop recycling of these metals, policies must seek to minimize their presence in the electric mobility sector, while also stimulating better recycling practices and infrastructure.
AB - The Dutch national climate agreement (‘Klimaatakkoord’), stipulates a 49% decrease in greenhouse gas (GHG) emissions by 2030, relative to the 1990 level. To accommodate this target, the passenger vehicles sector must reduce its GHG emissions by 30% in 2030, which likely will come about by replacing internal combustion engine vehicles with electric vehicles. In this study, a dynamic material flow model combined was applied to investigate the future demand for (and metabolism of) lithium, cobalt, and nickel within various scenarios of Dutch electric vehicle markets stemming from climate policy implementation. Our results show that by 2040 the demand for electric vehicles rapidly grows by an order of magnitude, which expands by two orders of magnitude the annual accumulation of these metals in the Netherlands when compared to the 2019 levels. Lithium and nickel demand will keep increasing through 2040, while the demand trend of cobalt will start to drop after 2030, due to changes in battery technology. Increasing the EV driving range and replacing EV batteries during an EV lifetime will increase the demand for these metals by 10%–19%. Conversely, extending the average battery lifetime to meet the vehicle lifetime could reduce the demand of these metals by 30%. Due to the low open-loop recycling of these metals, policies must seek to minimize their presence in the electric mobility sector, while also stimulating better recycling practices and infrastructure.
KW - Dutch e-mobility
KW - Dynamic material flow analysis
KW - Lithium-ion batteries
UR - http://www.scopus.com/inward/record.url?scp=85115422423&partnerID=8YFLogxK
U2 - 10.1016/j.resourpol.2021.102351
DO - 10.1016/j.resourpol.2021.102351
M3 - Article
AN - SCOPUS:85115422423
SN - 0301-4207
VL - 74
JO - Resources Policy
JF - Resources Policy
M1 - 102351
ER -