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落基山研究所(RMI):2025印度电池循环经济未来路线图(英文版)(82页).pdf

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1、Charting a Circular Battery Future in IndiaReport/November 2025Rocky Mountain Institute(RMI)is an independent,nonpartisan nonprofit founded in 1982 that transforms global energy systems through market-driven solutions to secure a prosperous,resilient,clean energy future for all.In collaboration with

2、 businesses,policymakers,funders,communities,and other partners,RMI drives investment to scale clean energy solutions,reduce energy waste,and boost access to affordable clean energy in ways that enhance security,strengthen the economy,and improve peoples livelihoods.RMI is active in over 50 countrie

3、s.About RMI India Foundation(IF),founded in 2009 and headquartered in New Delhi,is an independent,research-driven public policy think tank that generates ideas to strengthen Indias future.Rooted in civilisational values and driven by evidence-based research,IF focuses on advancing Indias rise as a s

4、ustainable,secure,and globally influential nation.Through strategic convenings,international forums,and policy partnerships,IF delivers actionable insights that shape national priorities and global engagements.IF is known for its role in fostering dialogues across the Indian Ocean Region.About India

5、 FoundationAuthors and Acknowledgements Authors Marshall Abramczyk,RMIAkshat Aggarwal,RMIAkshima Ghate,RMIMarie McNamara,RMISudeshna Mohanty,RMIShashvat Singh,India FoundationContributing Authors:Dimpy Suneja,RMIPankaj Jhunja(Independent Consultant)Contacts Copyrights and Citationindiacommsrmi.orgsh

6、ashvatindiafoundation.inAuthors listed alphabetically.Marie McNamara et al.,Charting a Circular Battery Future for India,RMI,India Foundation,2025,https:/rmi.org/charting-a-circular-battery-future-for-indiaWe value collaboration and aim to accelerate the energy transition through sharing knowledge a

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1. **电池循环经济价值**:印度电池循环经济( reuse、repurposing、recycling)可创造 ₹75,500 crore(US$9亿)市场机会,2050年满足40%锂、镍、钴需求,创造超10.6万绿色岗位。 2. **需求激增**:EV电池需求将从2025年25 GWh增至2050年1,080 GWh(40倍),主因EV普及(2047年实现能源独立)。 3. **循环路径**:优先级为 reuse(降本20-30%)→ repurposing(储能等二 life)→ recycling(回收材料),LFP电池因长寿命更适循环。 4. **挑战与机遇**:需解决政策碎片化、融资约束、非正式部门主导(70%回收)等问题,通过可追溯系统、激励政策及公私合作推动。 5. **全球竞争力**:循环经济是贸易关键,需对标欧盟电池护照等标准,建立本土回收能力(如湿法冶金),减少进口依赖。
电池循环价值几何? 印度电池何去何从? 循环经济如何助力?
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