Graphite is essential for making lithium-ion batteries. In fact, according to the Wall Street Journal, it accounts for up to half the weight of a typical battery today. Source: Clean Technica (edited by Timberbiz)
While the world slept through the first two decades of the 21st Century, China was busy figuring out how to become the dominant supplier of many materials and components that are essential to manufacturing batteries for electric vehicles.
One of them is graphite.
China is estimated to produce 60% of the world’s natural graphite, which is mined from the Earth, and 69% of all synthetic graphite. In addition, it refines nearly all of the very pure graphite used in lithium-ion batteries.
Suddenly, the rest of the world realized how they had allowed themselves to be boxed out from access to this critical battery material. Being dependent on graphite from China was no longer an inconvenience, it was a matter of vital national interest.
What to do? Ivan Williams, who lives in a bucolic section of New Zealand, may have an answer. He has started a new company called CarbonScape.
Williams and his team feed the wood chips into machines that turn out a form of synthetic graphite. The wood chips are heated using a process known as pyrolysis to create biochar, a carbon-rich material that is then milled and converted to a raw form of graphite, which is then purified and coated to get the quality needed for battery anodes. Williams says the engineered material is as pure as synthetic graphite made from fossil fuels.
CarbonScape says it can make one metric ton of synthetic graphite from seven tons of dry wood chips. Williams believes it could also make use of so-called slash, which is the waste branches and other unwanted wood left in forests during logging.
There is a nearly inexhaustible supply of that material.
“Graphite from biomass is certainly an interesting new supply route,” said James Willoughby, senior research analyst at Wood Mackenzie.
Not everyone is convinced CarbonScape’s technology is the real deal, however. Adam Best, a principal research scientist at Australia’s Commonwealth Scientific and Industrial Research Organisation (CSIRO), told the Wall Street Journal he doesn’t consider biomass to be an efficient way to make graphite because of the amount of wood chips that would be needed. “We do see natural graphite as a more sustainable option,” he said, and suggested recycling graphite from used batteries could also be another source of supply.
Best is not wrong. Battery recycling companies like Redwood Materials claim 95% of the materials inside a lithium ion battery can be reclaimed and reused. But it will be years before recyclers can provide all the graphite needed as the acceptance of electric vehicles and battery energy storage accelerates in coming years.
There should be plenty of demand for graphite for years to come and sourcing it from a country not named China will be essential.
Williams said CarbonScape has been developing the technology since 2016 and can reliably produce synthetic graphite. The performance of its anode material has been verified by some battery makers, including Amperex Technology, (ATL) which is owned by Japan’s TDK and is an investor in the company.
“However, the biggest benefits of CarbonScape’s bio-graphite isn’t in superior performance but reduction in carbon footprints,” said Joe Kit Chu Lam, ATL’s executive vice president.
Graphite made from fossil fuels requires a lot of energy because it is cooked at 3,000 degrees Celsius during processing and creates greenhouse gases and fine particles that are harmful to human health, said Adam Best at CSIRO.
The cost of producing synthetic graphite from wood using CarbonScape’s technology is competitive with making it from fossil fuels, said Williams, without providing detailed figures. Temperatures required to create graphite from wood chips are lower, and the process takes hours rather than weeks, he said.
There may be doubters, but CarbonScape has caught the attention of European forestry products company Stora Enso, which invested $18 million in the company for a stake of around 15%.
That deal opened up a supply line, and Stora Enso has already delivered some Nordic wood samples for testing at CarbonScape’s New Zealand plant.
“This investment represents a strong statement of support for sustainable sourcing of battery materials for global decarbonization,” Williams told Reuters.
CarbonScape aims to select a site for its first commercial plant soon. It is looking in Europe, while also considering southeastern US states, where there are large timberlands and electricity prices are attractive, Williams said.
The company says its process does not require any trees to be cut down and is carbon neutral according to Williams. The use of logging waste could play a role in maintaining forests, he said, which is an increasing priority of some governments as wildfires grow more intense due to climate change.
“Like with every new technology, it takes time to develop,” Williams said. “Then it takes time for industry to adopt.”
