Global Competition in the Lithium-Ion Battery Supply Chain: A Novel Perspective for Criticality Analysis,Environmental Science & Technology

当前位置： X-MOL 学术 › Environ. Sci. Technol. › 论文详情

Our official English website, www.x-mol.net, welcomes your feedback! (Note: you will need to create a separate account there.)

Global Competition in the Lithium-Ion Battery Supply Chain: A Novel Perspective for Criticality Analysis
Environmental Science & Technology ( IF 10.8 ) Pub Date : 2021-09-09 , DOI: 10.1021/acs.est.1c03376
Xin Sun _{1,

2} , Zongwei Liu _{1,

3} , Fuquan Zhao _{1,

3} , Han Hao _{1,

2,

3}

Affiliation

With the accelerated pace of energy transition, competition in the lithium-ion battery (LIB) supply chain is intensifying across a wide scope of countries. In order to understand the potential risk derived from the competitors, this study quantifies the global competition intensities of 15 categories of LIB-related commodities, which has not been well characterized by previous criticality analysis studies. On the basis of the collected data and designed treatment techniques, the “competition index” is developed for this purpose. Here, we show that lithium hydroxides, LIBs, and lithium carbonates were the focal points of global competition in the LIB supply chain in 2019, and there will be more competition for lithium hydroxide in the future. The competition for commodities related to LIBs among Korea, Japan, and the USA are the most notable. Such insights into the global conflict potential of LIB-related commodities provide a reference for underlying competitors and corresponding transition strategies of regional industrial structures. The index developed by us complements the criticality analysis framework, which could be expanded to assess the criticality of materials relevant with other industries.

中文翻译：

锂离子电池供应链的全球竞争：关键性分析的新视角

随着能源转型步伐的加快，锂离子电池 (LIB) 供应链的竞争在各个国家/地区都在加剧。为了了解来自竞争对手的潜在风险，本研究量化了 15 类 LIB 相关商品的全球竞争强度，这在之前的关键性分析研究中没有得到很好的表征。在收集的数据和设计的处理技术的基础上，为此目的开发了“竞争指数”。在这里，我们表明氢氧化锂、LIBs 和碳酸锂是 2019 年 LIB 供应链全球竞争的焦点，未来氢氧化锂的竞争将更加激烈。韩国、日本和美国对锂离子电池相关商品的竞争最为显着。这种对 LIB 相关商品全球冲突潜力的洞察为潜在竞争者和相应的区域产业结构转型战略提供了参考。我们开发的指数补充了关键性分析框架，可以扩展该框架以评估与其他行业相关的材料的关键性。

更新日期：2021-09-21

点击分享查看原文

点击收藏

阅读更多本刊最新论文本刊介绍/投稿指南11