Benchmark: LFP uptake threatens EV battery footprint
27 September 2023
Mid-nickel lithium ion battery cells can have a lower carbon footprint than high nickel or lithium iron phosphate (LFP) cells, according to new data from Benchmark’s Battery Emissions Analyser.
While LFP cells maintain a cost advantage over the majority of nickel-based chemistries, the carbon intensity of these variants can in fact prove more carbon intensive than NCM cells, despite the lack of cobalt and nickel.
Source: Benchmark
LFP batteries require more active and inactive materials than NCM batteries on a kWh basis, due to their lower energy density. That means that to get to the same kWh level, the material intensity is higher resulting in higher emissions.
Furthermore, analysis shows that within mid- and high-nickel NCM batteries, the choice of nickel is very significant, and can tip the balance of carbon competitiveness.
Sourcing nickel from RKEF processing (Rotary Kiln Electric Furnace) instead of HPAL (High Pressure Acid Leaching) resulted in an increase of 58% in carbon emissions at battery cell level.
In addition, the source of energy deployed during the cathode active material (CAM) production process has been shown to have a material impact on the realized carbon intensity.
Source: Benchmark
The buildout of energy storage capacity will be fundamental to the successful transition of energy generation to cleaner sources, Benchmark says. However, to date, there has been limited understanding of the impact of this battery production across battery technologies, much less across lithium-ion chemistries, due to a lack of understanding of real world material intensities and supply chain process routes.
With regulatory pressure increasing, identifying risk hotspots is imperative to developing effective supply chain strategies for all downstream participants.
—Charlotte Selvey-Miller, head of sustainability at Benchmark
re: "LFP batteries require more active and inactive materials than NCM batteries on a kWh basis, due to their lower energy density."
Is this a good metric? LFP is mostly used in applications where a lower range is acceptable, because they also have lower cost and better durability. For instance, a consumer might choose an LFP variant if they don't require longer range or higher performance.
LFP has lower performance "on a kWh basis," but those extra kWh are not needed, or used. I would like to see an additional metric, for example "by battery pack."
Posted by: Bernard | 27 September 2023 at 07:56 AM
A bit of perspective here. A 20 gallon tank of gas pumps out about 200 kg of CO2 even before you deep dive into stuff like the truck that gets it to the station, etc.
Posted by: Albert E Short | 27 September 2023 at 11:34 AM
“ Mid-nickel lithium ion battery cells can have a lower carbon footprint than high nickel or lithium iron phosphate (LFP) cells”
This study is about Mid-Nickel batteries, e.g. NCM622. LFP batteries have a lower energy density no matter what the battery size is, however, recent trends have shown that LFP batteries can attain up 160 Wh/kg at the battery level.
A recent study by Jeff Dahn Research Group at Dalhousie University has proven that Cobalt-free, single crystal layered-oxide NM64 positive electrode materials have a long life and low cost comparable to LFP batteries.
“ Single Crystal Li1+x[Ni0.6Mn0.4]1−xO2 Made by All-Dry Synthesis”
https://iopscience.iop.org/article/10.1149/1945-7111/acdd24
Posted by: Gryf | 28 September 2023 at 09:01 AM