This video is brought to you by Brilliant. Thanks to a 70% drop in price since
2010 and plenty of government subsidies, solar panels have become an integral part of
the utility grid, as well as many home rooftops. However, this renewable energy technology isn’t
all sunshine. There’s shadows looming over its bright future. There’s a potential tsunami of
panels that will be nearing their end-of-life in the coming years. That fact has concerned many
people, as the vast majority of panels here in the U.S. aren’t recycled. Why is that and what happens
to these panels at the end of their service life? Is it even possible to recycle them? There’s
some interesting advances there that we have to talk about. Let’s see if we
can come to a decision on this. Solar panel recycling has been a topic I’ve wanted
to talk about for a while, but just haven’t gotten around to it. Not too long ago, the LA Times
published an article that painted a pretty grim picture and a bunch of you started asking
me about it. So, can we recycle solar panels and is the problem really that bad? Yes, we can
recycle them … but it’s complicated. And as a big proponent of solar energy, I can’t
ignore that this is a big, looming issue. Unlike solar energy, solar panels aren’t
a never ending resource and most panels will hit their end-of-life in 30 to 40
years. Many people talk about 20-25 years, but often they’re talking about the panel warranty
period. They can last much longer than that, but when they do hit end-of-life, what happens to them
at that point? The answer is kind of complicated, as photovoltaic (PV) panels are multi-layered
sandwiches made from different materials. According to the Solar for Energy Industries
Association (SEIA), easy-to-recycle materials like the glass pane and aluminum frame make up 80%
of a typical PV module. How about the remaining 20%? This changes depending upon the type of
panel. Let’s take silicon-based PV modules, which represent 90% of the global market. In this case,
you have a silicon cell with a silver grid on top. Also, there’s an ethylene vinyl acetate (EVA)
layer sandwiching the cell. Finally, at the back of the panel, you have a plastic junction box
with copper wiring inside. While all of these materials are potentially recyclable, separating
them out is a labor-intensive and complex process. In the best case scenario, solar panels
end up in glass recycling facilities, where they mechanically pop off the
aluminum frame and the plastic junction box, and they strip off the copper wiring.
Then, recyclers shred the glass pane without isolating the sandwiched components
and sell a not-so-shiny glassy powder, a.k.a. cullet, which can be used as building
material or for other industrial applications. In the worst case scenario, solar panels are
shredded as received. However, this isn’t worth the effort for recyclers. A paper estimated that
you can barely make $3 from the recovered glass, aluminum, and copper of a 60-cell silicon
module. That amount is dwarfed by the expenses, as the cost of recycling a panel in the U.S. can
cost up to $25. In contrast, sending a module to a landfill costs just $2. So, you may see
why only about 10% of US panels get recycled. Things could change if we could recover
silicon and silver, accounting for 60% of the module’s value. To do this, you would need
high-temperature thermal and chemical treatments on top of the mechanical steps,
which translates into higher costs. Recovering silicon may not even be
enough to offset the cost. That’s what researchers found out when assessing the
feasibility of a 2,000-ton recycling plant. According to scientists, the process wouldn't
be profitable as, unlike thin-film modules, silicon-based panels lack valuable metals like
indium and gallium. Besides their low intrinsic economic value, solar panels are fragile and could
be classified as hazardous waste when they fail a heavy metals leach test. This means you need
a specialized workforce, treatment, packaging, and transport to handle them safely. Not to
mention the potential environmental impact of contaminating the soil and groundwater with nasty
chemicals like lead and cadmium when being chucked into a landfill. As reported by the LA Times,
panels go through a treatment, such as glass laminate encapsulation (GLE). This process seals
the panel and minimizes heavy metals leaching out. Researchers simulated and ran multiple tests on
the effect of GLE on lead leaching potential. How well does it work? In one case, GLE reduced
the lead mobility by up to 9 times, making it nearly harmless for the environment. However, one
of the tests revealed that GLE was not enough to limit lead spreading. Factoring in solar panel
disposal and panels getting early retirement for newer more efficient panels, the Harvard Business
Review predicted that the levelized cost of energy (LCOE) of solar panels could quadruple
by 2035. I think that’s a little aggressive, but we’re in uncharted territory here. The absence
of a nation-wide law mandating recycling doesn’t help either. In fact, only 5 states have put in
place solar panels end-of-life policies so far. With a solar trash wave looming, we’d better find
a way to recycle more … and we need to be quick to stay ahead of it. According to the International
Renewable Energy Agency (IEA), by 2050 we could have nearly 80 million metric tons worth of
solar panel waste. That sounds like a pile of solar garbage that could eclipse the sun. That
sounds like something Mr. Burns could get behind. Clearly, the sun isn’t shining on solar panel
recycling…yet … but we shouldn’t get stuck in doom and gloom here. We’ve already managed to
sort out similar problems in the past and we can learn from that. Let’s look at the lead acid
batteries (LAB) success story, for instance. A study from the Battery Council International
(BCI) reported a LAB recycling rate of 99% between 2014 and 2018 here in the US. LABs
are the most recycled American product today, but how long did it take us to get there?
According to the Environmental Protection Agency (EPA), we recycled around 70%
of LABs on average in 1985. Back then, lead price was so low that recycling LABs wasn’t
economically attractive. It’s not that different from what we’re seeing today. Yet, pushed by
strategic legislation, it began to ramp up. The Resource Conservation and Recovery
Act (RCRA) was one of the most important nation-wide regulatory drivers. Signed off by the
US government in 1976, this law identified some “metals of concern”, including lead. However,
it took us another 15 years or so to really see the impact. In the early 1990s, several
states finally banned LABs from landfills. On top of that, local authorities implemented some
policies to build their recycling supply chains. First, they required retailers to accept used
LABs from consumers, who were charged a deposit for each new battery bought without returning
an old one. Also, a take back program forced manufacturers to purchase recycled LABs from
retailers. The benefit of this was that recycling LABs remained profitable even when the lead
price plummeted. And these policies worked. One year after introducing them, Rhode Island
increased its LAB recycling rate by up to 40%, reaching a whopping 95% rate in 1990. While
that was a localized exception at that time, BCI estimated that we reached a 99%
recycling rate on a national scale in 2011. A relatively simple chemistry and a
well-established technology such as pyrometallurgical smelting supercharged
LABs recycling rate over the years. On the other hand, LABs conventional recycling
process is neither eco-friendly or safe, as it consumes a lot of energy and releases lead
and greenhouse gasses (GHG) into the atmosphere, which is why researchers have been focusing
on the development of a greener method over the last decade. On that note, something
interesting has already come out of the lab. Instead of relying on the traditional smelting at
over 1,000 °C, ACE Green Recycling has designed an electricity-powered LABs recycling process.
They’re going to start building their first plant in Texas very soon, which is scheduled to go
live by the end of 2023. It’s expected to recycle over 5 million LABs and avoid 50,000 metric tons
of GHG emissions once they reach full capacity. Funny enough, the startup is looking into using
solar panels to power their whole facility…I wonder if they’ll recycle their expertise
to promote PV module recovery too. The LABs example highlights how far-sighted
policies can catalyze recycling efforts. Clearly, from the technological point of view,
the solar panels case is a bit more complex. However, researchers, companies, and regulators
are working to improve the cost-to-revenue ratio. As I mentioned earlier, one of the main economic
challenges is to recover the higher-value materials like silicon and silver. The current
method to etch pure silicon out of solar cells means using hydrofluoric acid, which is
highly toxic and corrosive. Last November, Indian researchers came up with a
safer and more cost-effective recipe, including sodium hydroxide, nitric acid
and phosphoric acid as ingredients. Adopting a 3-step sequential procedure,
scientists not only extracted 99.998% pure silicon but also recovered silver. As a result, they
estimated that integrating their technique into the recycling process of a 1-kg solar
cell would yield a profit of around $185. Just a month later, a team including Arizona
State University (ASU) researchers, the TG companies startup, and the energy firm First Solar
received a $485,000 grant from the Department of Energy (DOE) for developing a process that
recovers high-pure silicon and silver from PV cells. So, what’s their silver lining? First, TG
companies claim to have designed a heat treatment to boil off the EVA protective layer without
damaging or contaminating the solar cell. Unlike conventional furnaces, their oven will
operate at a temperature lower than 500°C, which prevents iron and copper from leaching
into the solar cell. At that point it gets a little fuzzy because they use their patent-pending
secret sauce to isolate silicon and silver. Their CEO said they’ll rely on less harsh chemicals that
can be regenerated indefinitely. Having said that, as flagged by an industry expert, the startup
may likely face material losses when separating silicon cells from their polymeric coating. It’s
just a matter of waiting at least a couple of years to fact check their progress. That’s when
the startup is aiming to have their first pilot plant up and running, with a recycling
target of 100,000 solar panels per year. Aside from research and private sector efforts,
legislators need to do their part to power solar recycling, just like they did with lead acid
batteries. Europe has been a pioneer in this, labeling solar panels as e-waste since 2014.
The Waste of Electrical and Electronic Equipment directive … known as WEEE … first defined the ‘extended producer responsibility’ concept.
In short, the regulation compels solar panel manufacturers to fund their own products recycling
at the end of life. It also requires recycling 80% of the materials used in PV panels. This policy
led to opportunities for the EU recycling market. For instance, PV Cycle developed a recycling
program to help manufacturers fulfill WEEE obligations. In February 2020, the
EU-funded company recycled nearly 95% of solar module content in France, which
is well above what’s required by WEEE. They achieved this exceptional
result by partnering with Veolia, who launched Europe’s first solar panels
recycling plant in 2018. Leveraging robots, Veolia dismantles the solar sandwiches layer by layer and
recovers silicon, silver, and other components. It’s a completely different story here in the
U.S. We’re light years behind. In America, the only law holding producers accountable for
solar panel recycling won’t go live until 2025, which means consumers are still paying the price
for it. Although they aren’t shifting recycling costs and responsibilities from user to producer,
California has switched their solar panel waste label from hazardous to universal hazardous in
2021. Falling in this new category, PV modules collection, transport, and storage are subject
to less stringent requirements. For instance, recyclers won’t have to perform any leaching
tests, which is costly and time-consuming. According to the Department of Toxic Substances
Control (DTSC), their regulation will trigger the recycling of at least 15% of the PV modules
currently in use. However, some of the policy’s critics highlighted a couple of drawbacks.
First, the requirements for recycling PV modules are essentially the same as those for their
disposal in a landfill. And that’s a big problem since the landfill is currently much cheaper. In
addition, California’s regulation doesn’t allow recyclers to apply the thermal and chemical
methods commonly used today. While binding rules are lacking, in 2016 the SEIA introduced
a voluntary recycling program similar to that run by PC Cycle in Europe. As of 2020, a few
manufacturers, including First Solar, had joined their initiative and helped them recycle over 4M
pounds worth of PV modules and related equipment. Although recycling solar panels is currently an
expensive process, it could pay off in the long run. In a recent report, Rystad Energy estimated
that the value of recycling solar panels materials could reach $2.7 billion in 2030. Multiply that
30x to get their 2050 overall market potential. The main drivers of this crazy
growth would be rising energy costs, technological advancements, and
regulatory push. Speaking of rules, researchers from the National Renewable Laboratory
(NREL) published a paper last year advising policymakers on how to create a financially viable
solar panel industry. Their main suggestion was to subsidize the cost of recycling. To
be more specific, with a $18 incentive, we could profitably recycle 20% of our PV
modules by 2032. And this could get even better as recycling technology becomes more efficient.
In particular, recovering 94% of the silver and 97% of the silicon contained in the PV modules
would be a significant profitability booster. Giving a second life to all solar panel
components would not only reduce the amount of waste ending up in landfills but also shrink
the demand for new materials. Besides boosting recycling profitability, regulations should
make landfilling less convenient. While being in its early days, new recycling technology
could improve the recovery of PV modules’ precious materials such as silicon and silver.
Although optimizing solar panels recycling may take us longer compared to LABs, it’s just a
matter of time. We’re actually seeing this type of recycling improvement happen in the lithium ion
battery market right now … but that’s a different video. What’s exciting is that, once the kinks
are worked out, this could lead to huge market opportunities. It could be a win for the economy
and the environment if we play our cards right. If you’d like to learn more about the
science behind solar panel recycling, I'd strongly recommend checking out
either the “Scientific Thinking” or “The Chemical Reaction” course at Brilliant.
They have fantastic interactive courses that can help you wrap your head around some of
what we talked about with solar panels. The chemical reaction course walks you through
how matter transforms from starting materials into other substances. You’ll work through puzzles
and patterns to determine the basic behavior of molecules undergoing chemical reactions. All of
this plays a role in how we can recycle solar panels. I’ve been working my way through that one
and am really enjoying learning at my own pace. If you get stuck, Brilliant will give you in-depth
explanations, which helps you understand the “why” and “how” of something. And you’re learning the
concepts by doing it yourself and applying them through fun and interactive problems. I’ve found
this active learning is how I learn best. Join over 11 million people learning on Brilliant
today. Go to https://brilliant.org/Undecided to sign up for free. And also, the first
200 people will get 20% off their annual premium membership. Thanks to Brilliant and
to all of you for supporting the channel. So are you still undecided? Do you think
solar panel recycling will catch up to the coming wave of solar panel waste? Jump into the
comments and let me know and be sure to check out my follow up podcast Still TBD where
we’ll be discussing some of your feedback. If you liked this video, be sure to check out
one of these videos over here. And thanks to all of my patrons for your continued support and
welcome to new supporter + members Thomas Merritt and David R T Richardson, and producers
Sergio Martinez and Andrew Peabody. And thanks to all of you for watching.
I’ll see you in the next one.
