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Towards an Australian Circular Economy for Solar Photovoltaic Technologies

RAND | 2026-10-27 | energy

Topics: AI, China, Climate, Europe, Indo-Pacific, Middle East, Russia, Taiwan, Trade, United States

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English Summary

Australia faces a critical challenge regarding PV waste, with projections showing over 1 million tonnes of end-of-life panels accumulating by 2035. The primary finding is that market forces alone cannot establish a circular economy due to three structural barriers: inefficient, low-tech recycling facilities; lack of collection logistics for reusable panels; and the current high cost of recycling compared to landfill disposal. To prevent the permanent loss of critical materials, the report argues that comprehensive policy and regulatory interventions are urgently needed to build a viable national EoL PV market. Failure to act will default the industry toward linear disposal pathways, undermining Australia's clean energy supply chain resilience.

中文摘要

澳洲正面臨光電板廢棄物(PV waste)的重大挑戰,預計到 2035 年,壽命終止的面板廢棄物將累積超過一百萬噸。報告的主要發現指出,由於三項結構性障礙——包括回收設施效率低下、技術含量低;缺乏可重複使用面板的收集物流;以及目前的回收成本相較於垃圾掩埋處理成本過高——單靠市場力量無法建立循環經濟。為防止關鍵材料永久性流失,報告主張迫切需要全面的政策和監管介入,以建立可行的國家級壽命終止光電板市場。若不採取行動,該產業將預設於線性棄置路徑,從而削弱澳洲的清潔能源供應鏈韌性。

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