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2023-11-17

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Electric-Vehicle Batteries Aren't Like Oil. This Toyota Deal Explains Why.

When more electric vehicles are sold, more EV batteries will need to be recycled. Courtesy Redwood Materials Technology transitions always raise new questions while investor

Electric-Vehicle Batteries Aren't Like Oil. This Toyota Deal Explains Why.

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This Toyota Deal Explains Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2384209088","media":"marketwatch","summary":"When more electric vehicles are sold, more EV batteries will need to be recycled.              Courtesy Redwood Materials               Technology transitions always raise new questions while investor","content":"<html><body><div itemprop=\"articleBody\"> <div> <div> <div aria-hidden=\"true\"></div> </div> </div> <div> <div> <div aria-label=\"Listen to Article\" role=\"region\" tabindex=\"-1\"> </div> </div> </div> <div> <figure itemscope=\"\" itemtype=\"http://schema.org/ImageObject\"> <div> <img itemprop=\"contentUrl\" sizes=\"(max-width: 639px) 100vw, (max-width: 979px) 300px, (max-width: 1299px) 300px, 300px\" src=\"https://images.barrons.com/im-19823488?width=639&amp;height=426\" srcset=\"https://images.barrons.com/im-19823488?width=300&amp;size=1.4988290398126465 300w, https://images.barrons.com/im-19823488?width=639&amp;size=1.4988290398126465 639w, https://images.barrons.com/im-19823488?width=639&amp;size=1.4988290398126465&amp;pixel_ratio=1.5 958w, https://images.barrons.com/im-19823488?width=639&amp;size=1.4988290398126465&amp;pixel_ratio=2 1278w, https://images.barrons.com/im-19823488?width=639&amp;size=1.4988290398126465&amp;pixel_ratio=3 1917w\" title=\"\"/> </div> <figcaption itemprop=\"caption\"> <h4>When more electric vehicles are sold, more EV batteries will need to be recycled.</h4> <span itemprop=\"creator\">             Courtesy Redwood Materials           </span> </figcaption> </figure> </div> <p>Technology transitions always raise new questions while investors, and the public, learn the pros and cons of the new technology.</p> <p>Electric vehicles are no different. Debates about range, cost, and convenience have raged for years, along with debates about how “green” EVs really are. </p> <div> <p>They do happen to be “greener” and a deal between          Toyota Motor        (TM) and recycling startup Redwood Materials, announced Thursday, reveals how some of the EV environmental concerns will be addressed. </p> <p>Redwood, which was founded by early          Tesla        (TSLA) executive J.B. Straubel, and          Toyota        announced a battery recycling and material procurement deal. Toyota will buy cathode materials and copper from Redwood’s recycling operations. </p> <p>A cathode is one side of a battery that facilitates the movement of electrical charge. An EV battery cathode includes combinations of elements such as lithium, iron, cobalt, and others. </p> <p>“Accelerating our recycling efforts and domestic component procurement gets us closer to our ultimate goal of creating a closed-loop battery ecosystem that will become increasingly important as we add more vehicles with batteries to roads across North America,” said Christopher Yang, group vice president for business development at Toyota Motor North America, in a news release. </p> <p>Batteries are partly made out of metals and metals get recycled. Not all of the metals that will end up in EVs will come out of the ground. The environmental impact of mining can be significant. But a key difference between metals and oil, which also comes out of the ground, is that metals, essentially, last forever and get recycled. Oil gets consumed. </p> <p>In that way, the battery is more like a really expensive gasoline tank than it is like the gasoline in the tank. The gasoline is more like the electricity in the battery. The EV environmental debate should start with the energy used to recharge a battery versus gasoline. Today, about 40% of U.S. electricity is generated by assets that don’t generate carbon dioxide, the main gas blamed for global climate change. That includes nuclear, hydro, wind, and solar electricity generation.  </p> <p>Mining and mining practices still matter, but metal industries are simply not comparable in size to energy markets. Take          Albemarle        (ALB) and          Exxon Mobil        (XOM).          Albemarle        is the world’s largest lithium miner. Its lithium business is expected to generate sales of about $7 billion in 2023. If every light vehicle sold each year globally was fully electric, and Albemarle maintained its global market share, sales would be closer to $70 billion. Exxon’s sales in 2023 are expected to amount to $350 billion. And Exxon has less market share in oil than Albemarle has in lithium. </p> <p>Don’t forget too that about twice as much coal is taken out of the ground as oil. Coal is mainly burned to generate electricity. </p><div></div> <p>New technologies, such as EVs, always generate new businesses like Redwood. It isn’t publicly traded yet.          Li-Cycle        (LICY) is another battery recycling startup. Its shares have fallen 88% over the past year while the          S&amp;P 500        has risen about 14% and the          Nasdaq Composite        has gained about 26%. </p> <p>No one said that starting up new businesses serving a growing, disruptive technology would be easy. </p> <p>Write to Al Root at allen.root@dowjones.com</p> </div> </div></body></html>","source":"mwatch_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric-Vehicle Batteries Aren't Like Oil. 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This Toyota Deal Explains Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-16 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/electric-vehicle-batteries-toyota-redwood-a6d13fd9?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When more electric vehicles are sold, more EV batteries will need to be recycled.              Courtesy Redwood Materials               Technology transitions always raise new questions while ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/electric-vehicle-batteries-toyota-redwood-a6d13fd9?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.barrons.com/im-19823488?size=1.777777777777778&width=220 220w","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1150488135.SGD":"First Eagle Amundi Income Builder AHS-MD SGD-H","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","BK4099":"汽车制造商","BK4120":"环境与设施服务","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","XOM":"埃克森美孚","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LICY":"Li-Cycle Holdings Corp.","BK4201":"综合性石油与天然气企业","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4570":"地缘局势概念股","TM":"丰田汽车","TSLA":"特斯拉","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","03160":"华夏日股对冲","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","BK4516":"特朗普概念","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4511":"特斯拉概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","ALB":"美国雅保","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4555":"新能源车","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1150488218.USD":"First Eagle Amundi Income Builder AU2-MD USD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://www.marketwatch.com/articles/electric-vehicle-batteries-toyota-redwood-a6d13fd9?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384209088","content_text":"When more electric vehicles are sold, more EV batteries will need to be recycled.              Courtesy Redwood Materials               Technology transitions always raise new questions while investors, and the public, learn the pros and cons of the new technology. Electric vehicles are no different. Debates about range, cost, and convenience have raged for years, along with debates about how “green” EVs really are.   They do happen to be “greener” and a deal between          Toyota Motor        (TM) and recycling startup Redwood Materials, announced Thursday, reveals how some of the EV environmental concerns will be addressed.  Redwood, which was founded by early          Tesla        (TSLA) executive J.B. Straubel, and          Toyota        announced a battery recycling and material procurement deal. Toyota will buy cathode materials and copper from Redwood’s recycling operations.  A cathode is one side of a battery that facilitates the movement of electrical charge. An EV battery cathode includes combinations of elements such as lithium, iron, cobalt, and others.  “Accelerating our recycling efforts and domestic component procurement gets us closer to our ultimate goal of creating a closed-loop battery ecosystem that will become increasingly important as we add more vehicles with batteries to roads across North America,” said Christopher Yang, group vice president for business development at Toyota Motor North America, in a news release.  Batteries are partly made out of metals and metals get recycled. Not all of the metals that will end up in EVs will come out of the ground. The environmental impact of mining can be significant. But a key difference between metals and oil, which also comes out of the ground, is that metals, essentially, last forever and get recycled. Oil gets consumed.  In that way, the battery is more like a really expensive gasoline tank than it is like the gasoline in the tank. The gasoline is more like the electricity in the battery. The EV environmental debate should start with the energy used to recharge a battery versus gasoline. Today, about 40% of U.S. electricity is generated by assets that don’t generate carbon dioxide, the main gas blamed for global climate change. That includes nuclear, hydro, wind, and solar electricity generation.   Mining and mining practices still matter, but metal industries are simply not comparable in size to energy markets. Take          Albemarle        (ALB) and          Exxon Mobil        (XOM).          Albemarle        is the world’s largest lithium miner. Its lithium business is expected to generate sales of about $7 billion in 2023. If every light vehicle sold each year globally was fully electric, and Albemarle maintained its global market share, sales would be closer to $70 billion. Exxon’s sales in 2023 are expected to amount to $350 billion. And Exxon has less market share in oil than Albemarle has in lithium.  Don’t forget too that about twice as much coal is taken out of the ground as oil. Coal is mainly burned to generate electricity.  New technologies, such as EVs, always generate new businesses like Redwood. It isn’t publicly traded yet.          Li-Cycle        (LICY) is another battery recycling startup. Its shares have fallen 88% over the past year while the          S&P 500        has risen about 14% and the          Nasdaq Composite        has gained about 26%.  No one said that starting up new businesses serving a growing, disruptive technology would be easy.  Write to Al Root at allen.root@dowjones.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}