The Catalyst Review September 2019 - 12

SPECIAL FEATURE
Outlook
The overriding message for the production and recycling of CRM is a very positive one with all metals and minerals having a longterm future in end-use applications. Security of supply is essential for economic growth, decarbonization goals, and global stability
and security. Having state-of-the-art recycling processes is a key pillar of this supply security and creates a win-win for all parts of the
supply chain and the environment. Introduction of new automotive and energy technologies is a gamechanger, and much investment
is required to ensure the implementation of robust recycling processes with sufficient capabilities to meet future demand. At present
there is a dearth of processes for recycling of fuel cells, with only one company (Umicore) confident about its capabilities. There
are many opportunities for more companies to develop circular approaches. A host of companies have already entered the battery
recycling market and are well established in China. In time some consolidation, mergers and acquisitions (M&A) are likely. REE remain
the problem child and world-class research and development by academic-industrial consortia needs to continue for viable processes
to be implemented at scale, or this is one sector which could see technology substitution to avoid the risks of a very uncertain supply
chain. In all cases there are opportunities for considerable revenues from CRM recycling if the right investment choices are made.
References
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September 2019

https://www.angloamericanplatinum.com/media/press-releases/2019/15-07-2019 https://www.angloamericanplatinum.com/media/press-releases/2019/15-07-2019 https://www.argusmedia.com/en/news/1966820-canadas-geomega-to-recycle-rare-earth-magnets https://www.argusmedia.com/en/news/1966820-canadas-geomega-to-recycle-rare-earth-magnets https://www.chemours.com/Nafion/en_US/assets/downloads/nafion-safety-handling-technical-information.pdf https://www.chemours.com/Nafion/en_US/assets/downloads/nafion-safety-handling-technical-information.pdf https://www.reuters.com/article/us-usa-trade-china-rareearths/weapon-of-choice-china-rare-earth-prices-soar-on-their-potential-role-in-trade-war-idUSKCN1T70IB https://www.reuters.com/article/us-usa-trade-china-rareearths/weapon-of-choice-china-rare-earth-prices-soar-on-their-potential-role-in-trade-war-idUSKCN1T70IB https://www.reuters.com/article/us-usa-trade-china-rareearths/weapon-of-choice-china-rare-earth-prices-soar-on-their-potential-role-in-trade-war-idUSKCN1T70IB https://www.federalregister.gov/documents/2018/05/18/2018-10667/final-list-of-critical-minerals-2018 https://www.federalregister.gov/documents/2018/05/18/2018-10667/final-list-of-critical-minerals-2018 https://cordis.europa.eu/project/rcn/223261/factsheet/en?WT.mc_id=RSS-Feed&WT.rss_f=project&WT.rss_a=223261&WT.rss_=true https://cordis.europa.eu/project/rcn/223261/factsheet/en?WT.mc_id=RSS-Feed&WT.rss_f=project&WT.rss_a=223261&WT.rss_=true https://www.californiahydrogen.org/wp-content/uploads/2019/01/TheFuelCellIndustryReview2018.pdf https://www.californiahydrogen.org/wp-content/uploads/2019/01/TheFuelCellIndustryReview2018.pdf https://www.greencarcongress.com/2019/05/20190516-bnef.html https://www.recyclingtoday.com/article/rare-earth-metals-recycling/ https://www.recyclingtoday.com/article/rare-earth-metals-recycling/ https://www.scientificamerican.com/article/dont-panic-about-rare-earth-elements/ https://www.scientificamerican.com/article/dont-panic-about-rare-earth-elements/ https://www.kitco.com/strategic-metals/ https://clu-in.org/download/issues/mining/liu-presentation.pdf https://clu-in.org/download/issues/mining/liu-presentation.pdf http://www3.weforum.org/docs/GBA_EOL_baseline_Circular_Energy_Storage.pdf http://www3.weforum.org/docs/GBA_EOL_baseline_Circular_Energy_Storage.pdf

The Catalyst Review September 2019

Table of Contents for the Digital Edition of The Catalyst Review September 2019