JANUARY 22 — We’ve all heard the urgent call to ramp up electric vehicle (EV) production and build vast grids of energy storage. We also hear how the surge in EV ownership will disrupt the car business. The talk is not just confined to the automobile companies. The conversation rightly focuses on securing lithium, cobalt, and nickel. But in our race to power the future, we are ignoring a critical piece of the puzzle — one that is piling up in landfills and represents a massive economic and environmental opportunity: the graphite anode. This is one of the emerging business opportunities of a circular economy. Malaysia is among countries seeking to benefit from a national circular economy blueprint.

As highlighted in a compelling new review by Abhilash and colleagues, the humble graphite inside every lithium-ion battery is not just waste; it’s a potential feedstock for a new, sustainable materials economy. The central, powerful argument of their work is that we must stop thinking of battery recycling as merely “downcycling” and start viewing it as “upcycling.” The scale of the problem is the size of the opportunity. Graphite is the largest component by weight in a typical lithium-ion battery, constituting up to 15-25 per cent. With millions of EVs nearing the end of their life, we are facing a tsunami of battery waste. Simply landfilling this material is an environmental folly. More importantly, as the review points out, it’s an immense strategic blunder. Currently, the world relies heavily on China for synthetic graphite, an energy-intensive process with a significant carbon footprint. Recycling graphite from used batteries offers a pathway to a more resilient, domestic, and circular supply chain. It’s not just recycling; it’s “urban mining” for a critical material.

The “How” involves from simple purification to high-value transformation. The review meticulously outlines a hierarchy of recycling strategies, and this is where the true innovation lies. Direct regeneration is the most straightforward approach. This is to cleanse the spent graphite of impurities and degradation products, effectively “healing” its structure to make it suitable for a new battery. This is the low-hanging fruit, offering a direct route back into the battery supply chain with a much lower environmental cost than virgin production. The leap to upcycling is the game-changer. The authors detail how, through controlled thermal processes (like pyrolysis) or chemical treatment, this spent graphite can be transformed into something even more valuable: carbon nanomaterials. We’re talking about graphene, carbon nanotubes, and other exotic carbon forms that are the darlings of materials science.

The author argues that spent graphite from lithium-ion batteries is not waste but a strategic resource — and that embracing upcycling, not mere recycling, is key to building a circular, resilient and competitive materials economy Malaysia can help lead. — Unsplash pic
The author argues that spent graphite from lithium-ion batteries is not waste but a strategic resource — and that embracing upcycling, not mere recycling, is key to building a circular, resilient and competitive materials economy Malaysia can help lead. — Unsplash pic

Imagine it: the anode from your old laptop battery could be upcycled into graphene, a material renowned for its strength, conductivity, and potential applications in next-generation electronics, composites, or even new, superior batteries. This isn’t science fiction; the review catalogues the proven methods to make it a reality. It transforms the recycling paradigm from a cost-centre for waste management into a value-generating industry. There are roadblocks though. The authors are clear-eyed about the challenges. The main hurdle isn’t technical; it’s logistical and economic. Automating the safe disassembly of diverse battery packs and developing efficient, scalable separation techniques to isolate the graphite from other components are critical steps. We need robust collection infrastructure and policy drivers to make recycling mandatory and economically viable. This is reverse logistics.

Their recommendations are a clear call to action: For policymakers: Implement Extended Producer Responsibility (EPR) laws that hold battery manufacturers accountable for end-of-life recovery. Create incentives that favour high-value recycling over simple disposal. For industry: Invest in R&D to scale up the most promising purification and upcycling techniques. Also standardise battery designs to make disassembly and recycling more efficient. This is what is called design for circularity, a key feature of the circular economy. For the research community: Focus on developing low-energy, low-chemical “green” recycling processes to maximise the environmental benefit.

It is a call for a paradigm shift the review by Abhilash et al. is more than just a summary of scientific literature; it’s a manifesto for a smarter approach to the energy transition. All countries will eventually have to deal with this. It argues that true sustainability isn’t just about building clean technologies, but about designing them for a circular life. By seeing spent batteries not as waste, but as a strategic reserve of critical carbon materials, we can close the loop, reduce geopolitical dependencies, and create a cleaner, more innovative materials economy. The graphite anode has done its duty powering our devices and cars. It’s time we recognise its second life as a foundation for a sustainable future. This is what sustainability is all about. The question is how can Malaysia position itself to harvest this emerging economic potential.  

* The author is affiliated with the Tan Sri Omar Centre for STI Policy Studies at UCSI University and is an Adjunct Professor at the Ungku Aziz Centre for Development Studies, Universiti Malaya. He can be reached at [email protected]

** This is the personal opinion of the writer or publication and does not necessarily represent the views of Malay Mail.