State Key Laboratory of Automotive Safety and Energy, Tsinghua University, Beijing 100084, China.
Tsinghua-Rio Tinto Joint Research Center for Resources Energy and Sustainable Development, Tsinghua University, Beijing 100084, China.
Environ Sci Technol. 2021 Sep 21;55(18):12180-12190. doi: 10.1021/acs.est.1c03376. Epub 2021 Sep 9.
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.
随着能源转型步伐的加快，锂离子电池（LIB）供应链在广泛的国家范围内的竞争正在加剧。为了了解来自竞争对手的潜在风险，本研究量化了 15 类与 LIB 相关商品的全球竞争强度，这在以前的关键分析研究中没有得到很好的描述。在此基础上，根据收集到的数据和设计的处理技术，为此目的开发了“竞争指数”。在这里，我们表明，氢氧化锂、LIB 和碳酸锂是 2019 年 LIB 供应链全球竞争的焦点，未来对氢氧化锂的竞争将会加剧。韩国、日本和美国之间与 LIB 相关商品的竞争最为显著。对 LIB 相关商品的全球冲突潜力的这种洞察为潜在竞争对手和区域产业结构的相应转型战略提供了参考。我们开发的指数补充了关键分析框架，可以将其扩展到评估与其他行业相关材料的关键程度。
