模块回收——硬币的另一面.pdf

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1、The other side of the coinModule RecyclingPV ModuleTech USA 2025Operating Development PlannedMeet the Company Giving Solar Panels a Second LifeWorld Class Expertise From Industry Giants$11bn Renewables,$25bn Metals,$16bn ManufacturingCertifications Maintained(In Progress)2025 450,000 MPY 160MW Appro

2、x.2027 2,000,000 MPY 800MW Approx.2031 8,000,000 MPY 3.2GW Approx.2Project Development PipelineJuly253Policy Landscape:The Tail is Wagging the DogUnderstanding Costs,Regulation&Why?5Recycling Fees as f(x)of Drivers($/Module)Labor&LogisticsValue RecoveryLow($)($)HighHigh($)Low ($)$8.00$45.00+Logistic

3、s&TransportationVariable costs based on panel density,distance to recycling facility,and handling requirements.Labor&Handling:Impact of handling requirements,e.g.its not trash!Handle accordingly structural integrity is critical.AlternativesRecycling versus Landfill,followed by recycling method/techn

4、ology(mechanical,thermal,chemical,etc.).Value Recovery Process yield(throughput/recovery/purity),elemental composition and prevailing commodity prices drive fee structure.The Economic Drivers forModule RecyclingRegulatory Landscape Opens the Door for Widespread Recycling Initiatives Federal Regulati

5、ons&GuidelinesRCRA(Resource Conservation&Recovery Act)CERCLA(Comprehensive Environmental Response,Compensation,and Liability Act)EPA Guidelines Universal Waste Classification,NPDES,ECHO6Public Tools:EPA ECHO&IAF CertSearch78Responsible PV End-of-Life Management:Alignment with ESG Requirements Instit

6、utional investors are increasingly incorporating EOL planning&circularity metrics into their due diligence and investment criteria(e.g.TCFD,SASB reporting).Connect the renewable image of solar to the necessity of responsible EOL management(recycling)to maintain public trust and avoid NIMBYism relate