글로벌 배터리/소재 시장 동향

스타트업 알루마파워, 알루미늄 공기 배터리를 새로운 대안으로 봐
(美) Automotive News

캐나다 스타트업 알루마파워(AlumaPower)는 폐자동차와 불필요한 고철을 자동차, 트럭, 선박, 비행기 등에 동력을 공급할 수 있는 청정 연료로 전환하는 데 성공했다. 알루마파워는 화석연료 사용을 대체하고 오래 걸리는 충전의 번거로움을 해결하기 위해 변속기, 엔진 케이싱 등 폐기물에서 알루미늄을 수거해 이를 녹여 에너지 밀도가 높은 고체의 연료 디스크로 만든다. 이 연료 디스크는 알루미늄 공기 배터리의 양극 역할을 한다. 

맥길대학교(McGill University)의 제프리 버그소손(Jeffrey Bergthorson) 기계공학 교수는 "이 기술은 현재 전기차에 널리 사용되는 리튬-이온 배터리 이상의 성능을 원하는 자동차 기업에게 또 다른 옵션을 제시한다"고 말했다. 그는 "수소 연료 전지와 수소 연소엔진이 있는데, 알루미늄 공기 배터리는 세 번째 옵션"이라며 "이들은 모두 에너지 밀도라는 동일한 기본 공간에서 경쟁하는 기술"이라고 설명했다. 

알루마파워의 연료 디스크는 갈바닉 발전기(Galvanic Generator)로 알려진 독점 기기에서 회전한다. 갈바닉 발전기는 지각의 약 8%를 구성하는 풍부한 원료를 통해 충분한 전력을 제공한다. 이 알루미늄 디스크는 시스템이 작동하는 동안 소모되므로 재충전할 수 없다. 이는 본질적으로 발전기에 액체 연료를 넣는 대신 발전기에 장착되는 고체 연료다. 알루마파워의 롭 알렉산더(Rob Alexander) CEO는 "어디로든 운반할 수 있고 시간이 지나도 분해되지 않으며 땅에 묻어도 된다"며 몇 가지 장점을 설명했다. 

알루마파워는 폐알루미늄을 사용하므로 휘발유 등에 비해 경쟁력이 있다고 설명했다. 스크랩 알루미늄 가격이 2027년까지 kWh당 1.05달러(약 1,359원), 2035년 kWh당 60센트(약 776원)가 될 것으로 전망했다. 반면 휘발유 가격은 현재 kWh당 30~75센트(약 388~971원)지만 향후 상승할 것으로 예상했다. 알루마파워는 2025년 첫 번째 제품인 모바일 발전기를 출시할 계획이다. 초기 고객은 모바일 발전기를 사용해 전기차를 재충전하려는 라스트마일 배송 서비스 업체다. 

이 밖에 여러 기업들이 금속 공기 배터리를 개발하고 있다. 이스라엘 기업 피너지(Phinergy)는 알루미늄과 아연을 사용하는 방법을 연구했고 경량 배터리를 만들 수 있는 시스템을 개발했다고 밝혔다. 영국 메탈리크 리서치 앤드 디벨롭먼트(Metalectrique Research and Development)는 자사의 알루미늄 공기 배터리가 일반 경량 전기차의 경우 1,500마일의 주행 거리를 제공할 수 있다고 주장한다.

원문

One battery startup's unusual plan: Turn old junk into new fuel (Automotive News, 12-13)


AlumaPower sees promise for energy-dense aluminum air batteries as an emerging alternative to both conventional fuel and hydrogen vehicles.


Battery recycle


Long the home to forgotten relics and discarded waste, junkyards may hold an unlikely energy source.


Canadian startup AlumaPower wants to transform crushed automobiles and unwanted scrap metal into a clean fuel capable of powering cars, trucks, ships and airplanes.


The company has put a new spin — literally — on a decades-old battery technology that it believes can displace fossil-fuel use and eliminate the hassle of lengthy charging sessions.


The Sarnia, Ontario, company intends to source aluminum from waste such as junked transmissions and engine casings and meld it into solid, energy-dense fuel discs that act as the anode in aluminum air batteries.


The approach represents another possible, if nascent, option for vehicle manufacturers looking for performance beyond what's available with lithium ion batteries prevalent in today's electric vehicles, said Jeffrey Bergthorson, a mechanical engineering professor at McGill University in Montreal.


"You have hydrogen fuel cells and hydrogen combustion engines, and the aluminum air battery is a third option in there," he said. "They're all competitors in the same basic space of energy density."


Much like a vinyl record spins atop a turntable, AlumaPower's fuel discs spin in a proprietary device known as a Galvanic Generator, which provides ample power with an abundant material that comprises about 8 percent of the earth's crust.


The aluminum discs are consumed as the system operates and, thus, cannot be recharged. They essentially are a solid fuel placed in the generator instead of a liquid fuel poured into one. AlumaPower CEO Rob Alexander said they hold several advantages.


"You can transport them anywhere, they don't degrade over time, you can bury them," he said. "This is pretty disruptive."


A ‘Eureka' moment

Yet aluminum air batteries are not new. Scientists first developed them in the early 1960s. They gained favor in aerospace and defense applications, such as torpedoes, where their storage capability proved advantageous, and their main drawback — one-time use — did not matter.


But other practical barriers prevented early aluminum air batteries from becoming more widespread: Once activated, they were difficult to stop. Changing the battery involved a cumbersome process. They required pure aluminum, which was expensive.


Aluminum offers about two-and-a-half times the energy density of gasoline, according to AlumaPower. Yet because of the hurdles, "the status quo was like, 'You can't do this," ' said Bremner Churchill, AlumaPower's manager of product and strategy. "It turns out you can, as long as you spin it properly."


That's the innovation of the company's CTO, Geoff Sheerin. Scientists spent decades searching for chemical solutions to those nettlesome problems. Sheerin, an industrial designer, figured out that using a spinning disc instead of a fixed plate solved most problems. Spinning wrings out impurities, which lets them use lower-grade aluminum. Spinning also wicks away the electrolyte, providing a means of stopping the chemical reaction afoot.


"He went behind a door for three weeks and played with all these things," Alexander said. "And sure enough, it was really one of those, 'Eureka, it works' moments."


Cost competitive with gasoline

Others are pursuing metal air batteries. Israeli firm Phinergy has explored the use of both aluminum and zinc and claims advances in systems that result in lightweight batteries. British company Metalectrique Research and Development claims its aluminum air battery can provide 1,500 miles of range for an ordinary light-duty EV.


Interest is high because aluminum can store more energy by volume than either diesel or gasoline, said Bergthorson, who runs McGill's Alternative Fuels Laboratory.


"But the key question is cost," he said. "That's really the challenge, much more than the technical challenge."


By relying on scrap aluminum, AlumaPower said it can be cost competitive with diesel and gasoline at scale. The company projects the scrap aluminum it utilizes will cost $1.05 per kilowatt-hour by 2027 and 60 cents per kWh by 2035. By comparison, AlumaPower expects the cost of gasoline, which currently is equivalent to 30 to 75 cents per kWh, to increase because of market forces and carbon pricing.


AlumaPower intends to launch its first product, a mobile power generator, in 2025. The company's initial customer is a last-mile courier service that wants to use mobile generators to recharge its EV fleet, in part to avoid charging infrastructure investment and to provide a bridge technology while awaiting grid upgrades, Alexander said.


For passenger cars, he envisions using the fuel discs as a range-extending complement to today's conventional batteries. They would provide backup power on long trips, eliminating the need for motorists to stop for long charging sessions. Motorists would need to have the discs and the generator's electrolyte replaced at a frequency akin to an oil change for a car containing an internal combustion engine.


"You could stop for a charge, but if you have AlumaPower, you press a button and have a clear shot all the way," he said.


Depending on usage, the fuel discs would require replacement at an average of every 90 to 120 days, he said.


Founded in 2017, AlumaPower is raising a $7 million Series A funding round to fund its strategy. It counts Starbridge Venture Capital and supplier Martinrea International Inc. among its investors. Martinrea International expects to help AlumaPower industrialize its technology.


Return on energy investment

Ships and boats represent another promising opportunity. Rather than store the electrolyte in the generator, it can be culled from lakes and oceans as a vessel travels. That saves on weight, allowing for greater efficiency. And it makes for a sharp contrast to heavier conventional batteries, which provide limited range, in maritime applications.


The company also plans pilot projects for heavy-duty trucks, aviation and a range of military applications. In those cases, aluminum air batteries represent a direct competitor to many of the fledgling hydrogen-powered options taking root in transportation.


Both offer high energy density, but aluminum air batteries are more easily transported and don't require special filling-station infrastructure. Hydrogen fuel production requires considerable energy, in some cases almost as much as is being produced.


"To be a viable fuel in the future, you have to have a positive energy return on investment," Churchill said.


Aluminum air batteries offer an energy return on investment ranging from three to seven times the amount of energy expended in their production, AlumaPower said, putting them in the same advantageous range as North American oil, which offers an energy rate of return of four to 10 times, depending on how it is extracted.


Unlike conventional diesel and gasoline, aluminum offers zero-carbon operation. It offers an 86 percent overall reduction in greenhouse gas emissions, according to a 2021 lifecycle analysis conducted by a Canadian government agency.


Moreover, AlumaPower's plans offer the makings of a sustainable and circular lifecycle. Junkyards can provide hundreds of megatons worth of aluminum feedstock. Once used, remnants of the fuel discs can be utilized in the production of new aluminum discs.


"A tree falls and degrades over time, and another tree grows up, and this is similar," Alexander said. "As humans, that's how we have to think about it, and that's what gets me excited."