popular articles

Stellantis and Orano cancel their battery recycling project

Stellantis and Orano abandon their planned joint venture to recycle electric vehicle batteries. The project, announced for 2023, will not see the light of day in 2026 as originally planned.

Please share:

Stellantis and Orano are ending their partnership announced in October 2023.
This joint venture was to focus on recycling end-of-life electric vehicle batteries as well as waste generated by gigafactories.
The project aimed to recover the precious metals contained in used batteries for reintegration into the production of new batteries, an initiative that would have complemented the circularity strategy in the automotive industry.
This initiative was to enable the creation of a plant as early as 2026, capable of processing lithium-ion batteries and extracting critical materials such as lithium, nickel and cobalt.
However, Stellantis and Orano announced that they would not be finalizing the joint venture, without providing further details on the reasons for this abandonment.
In a statement, the two companies expressed their mutual appreciation for the collaboration, while leaving the door open to possible future business opportunities.

The sector under economic pressure

The withdrawal of this project comes against a backdrop of declining sales of electric vehicles in Europe.
According to the European Automobile Manufacturers Association (ACEA), sales of electric cars fell by 43.9% in August 2024, dropping below the 100,000-unit mark.
This drop is linked in particular to the reduction in public purchase subsidies in several countries, making it more difficult for consumers to switch to electric vehicles.
This drop in demand may partly explain the decision by Stellantis and Orano to halt their initiative.
Falling sales volumes of electric vehicles have a direct impact on the economic viability of recycling projects, particularly in a sector where battery production requires large volumes to be profitable.

Recycling projects under pressure

Battery recycling represents a strategic challenge for automakers like Stellantis, in a context of decarbonization of transport.
Indeed, the recovery of strategic metals from used batteries is essential to ensure sustainable production while reducing dependence on imported raw materials.
However, these projects require heavy investment and constant access to large volumes of used batteries.
The cancellation of this project could therefore be linked to a reassessment of costs, particularly in an uncertain economic environment.
The partnership with Orano was also intended to produce “black mass”, a metal-rich material which would then be refined for reuse in new batteries.
This technology makes it possible to complete the production chain, reducing the need to extract new materials.
The absence of details on the precise reasons for abandoning the project leaves room for speculation, but it is possible that the current economic environment played a central role in this decision.

A fast-changing battery market

The battery market in Europe is currently undergoing major transformations, influenced by both regulatory constraints and technological developments.
Manufacturers have to cope with strict environmental requirements, while at the same time responding to growing demand for more efficient, environmentally-friendly vehicles.
Recycling is becoming a strategic necessity to keep costs down and secure supplies of critical materials.
However, the abandonment of this joint venture project highlights the challenges faced by industry players in setting up profitable recycling infrastructures on a large scale.
The electric vehicle sector remains highly dependent on fluctuations in demand and the economic incentives put in place by governments.
While the decarbonization of the transport sector is a stated objective of the European Union, the financial resources required to support this transition raise questions, particularly for large-scale industrial projects such as the one involving Stellantis and Orano.

Register free of charge for uninterrupted access.

Publicite

Recently published in

The US solar industry is expected to add 502 GWdc of capacity to the market by 2035. However, political uncertainty could jeopardize these projections, putting future investments at risk.
The UK government has introduced an amendment aimed at preventing its public company from buying components linked to forced labour, which could impact the supply of Chinese solar panels.
The UK government has introduced an amendment aimed at preventing its public company from buying components linked to forced labour, which could impact the supply of Chinese solar panels.
CATL introduced several innovative batteries for electric vehicles, including the Naxtra, the first series-produced sodium-ion battery, and the Freevoy, marking the entry into the era of multiple power sources.
CATL introduced several innovative batteries for electric vehicles, including the Naxtra, the first series-produced sodium-ion battery, and the Freevoy, marking the entry into the era of multiple power sources.
Meyer Burger announces the introduction of short-time work at its Thalheim site starting May 1, 2025, affecting 300 employees due to temporary material shortages required for solar cell production.
Meyer Burger announces the introduction of short-time work at its Thalheim site starting May 1, 2025, affecting 300 employees due to temporary material shortages required for solar cell production.
After a one-year interruption, the Noor Ouarzazate III solar plant, with a capacity of 150 MW, has been brought back into operation by the Masen group. This event highlights Morocco's ambitions in renewable energy and energy transition.
Algeria explores a partnership with Chinese giant LONGi to launch local solar panel production. This initiative is part of the country's energy diversification strategy.
Algeria explores a partnership with Chinese giant LONGi to launch local solar panel production. This initiative is part of the country's energy diversification strategy.
The United States plans to impose heavy tariffs on solar panels from four Asian countries, citing transnational subsidies supported by China.
The United States plans to impose heavy tariffs on solar panels from four Asian countries, citing transnational subsidies supported by China.
Chinese group Das Solar begins construction of its first European factory in Mandeure, with an initial 2 GW capacity and the planned creation of 600 jobs.
Chinese group Das Solar begins construction of its first European factory in Mandeure, with an initial 2 GW capacity and the planned creation of 600 jobs.
EDP (Energias de Portugal) expands its German portfolio with a second 65 MWp photovoltaic complex. Carried out with Kronos Solar EDPR, this initiative supplies nearly 22,000 households and marks a step forward in its European growth strategy.
Recurrent Energy launched operations of a 127 MW solar site in Louisiana, marking a strategic first entry into a state with strong industrial energy demand.
Recurrent Energy launched operations of a 127 MW solar site in Louisiana, marking a strategic first entry into a state with strong industrial energy demand.
AXIAN Energy has entrusted Voltalia and Entech with the development of a 60 MW solar plant combined with 90 MWh storage in the Kolda region, scheduled to be operational by 2026.
AXIAN Energy has entrusted Voltalia and Entech with the development of a 60 MW solar plant combined with 90 MWh storage in the Kolda region, scheduled to be operational by 2026.
Atlas Renewable Energy has signed a power purchase agreement with Chlorum Solutions to power its chemical operations in Brazil with 24 MW of solar energy from the Draco complex.
Atlas Renewable Energy has signed a power purchase agreement with Chlorum Solutions to power its chemical operations in Brazil with 24 MW of solar energy from the Draco complex.
Kosol Energie has completed a 10 MW solar power plant in the Kutch desert, relying on GoodWe inverters to optimise energy output under extreme climate conditions.
EDF Renewables and Power Sustainable secured financing for Desert Quartzite, a 375 MW solar power plant with storage, located in California and operational since December 2024.
EDF Renewables and Power Sustainable secured financing for Desert Quartzite, a 375 MW solar power plant with storage, located in California and operational since December 2024.
Catalyze has secured an $85 million tax equity investment from RBC to support the development of 75 MW of commercial and community solar projects across the United States by the end of 2025.
Catalyze has secured an $85 million tax equity investment from RBC to support the development of 75 MW of commercial and community solar projects across the United States by the end of 2025.
The New York-based developer has received permission to operate Troy Solar I, a 995 kW power plant connected to the Central Maine Power grid.
The New York-based developer has received permission to operate Troy Solar I, a 995 kW power plant connected to the Central Maine Power grid.
US manufacturer ES Foundry has signed a three-year, 150 MW supply agreement with a community solar developer to reinforce its domestic supply chain and support the expansion of the solar market in the United States.
The Ethiopian Prime Minister’s visit to TOYO’s factory in Vietnam signals a new phase in energy cooperation with the Japanese group, focusing on industrial expansion in Ethiopia.
The Ethiopian Prime Minister’s visit to TOYO’s factory in Vietnam signals a new phase in energy cooperation with the Japanese group, focusing on industrial expansion in Ethiopia.
Niger is increasing its reliance on solar energy to offset the reduction in Nigerian electricity exports, a direct consequence of diplomatic tensions following the regime change in Niamey.
Niger is increasing its reliance on solar energy to offset the reduction in Nigerian electricity exports, a direct consequence of diplomatic tensions following the regime change in Niamey.
DTE Energy has begun construction of a new solar park to provide Ford Motor Company with 100% renewable electricity for its manufacturing sites in Michigan.
DTE Energy has begun construction of a new solar park to provide Ford Motor Company with 100% renewable electricity for its manufacturing sites in Michigan.
UK commercial and industrial solar specialist Atrato Onsite Energy has finalised a structured financing agreement with Barclays to support the expansion of its photovoltaic asset base.
Matrix Renewables and rPlus Energies have completed the commissioning of Pleasant Valley Solar 1, a 261 MWdc project located in Ada County, Idaho, now the largest solar facility in Idaho Power’s network.
Matrix Renewables and rPlus Energies have completed the commissioning of Pleasant Valley Solar 1, a 261 MWdc project located in Ada County, Idaho, now the largest solar facility in Idaho Power’s network.
The first phase of the 500 MW photovoltaic project in Yingjisha has been commissioned, marking a key milestone in expanding solar capacity in the Kashgar region.
The first phase of the 500 MW photovoltaic project in Yingjisha has been commissioned, marking a key milestone in expanding solar capacity in the Kashgar region.
Groupe VALOREM secured €22mn in funding with Arkéa Banque to develop 63 rooftop photovoltaic plants in Nouvelle-Aquitaine and Occitanie, consolidating its model in a shifting French solar market.
Groupe VALOREM secured €22mn in funding with Arkéa Banque to develop 63 rooftop photovoltaic plants in Nouvelle-Aquitaine and Occitanie, consolidating its model in a shifting French solar market.

Advertising