自然科学基础研究(英文)2024,Issue(1) :167-177.DOI:10.1016/j.fmre.2022.12.008

Exploring the potential for improving material utilization efficiency to secure lithium supply for China's battery supply chain

Xin Sun Han Hao Yong Geng Zongwei Liu Fuquan Zhao
自然科学基础研究(英文)2024,Issue(1) :167-177.DOI:10.1016/j.fmre.2022.12.008

Exploring the potential for improving material utilization efficiency to secure lithium supply for China's battery supply chain

Xin Sun 1Han Hao 2Yong Geng 3Zongwei Liu 4Fuquan Zhao4
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作者信息

  • 1. State Key Laboratory of Automotive Safety and Energy,Tsinghua University,Beijing 100084,China;Belfer Center for Science and International Affairs,Harvard University,Cambridge,MA 02138,United States;Tsinghua-Rio Tinto Joint Research Center for Resources Energy and Sustainable Development,Tsinghua University,Beijing 100084,China
  • 2. 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
  • 3. School of International and Public Affairs,Shanghai Jiao Tong University,Shanghai 200240,China
  • 4. State Key Laboratory of Automotive Safety and Energy,Tsinghua University,Beijing 100084,China
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Abstract

Lithium-ion battery(LIB)is the key technology for climate change mitigation.The sustainability of LIB supply chain has caused widespread concern since the material utilization efficiency of LIB supply chain has not been well investigated.This study aims to fill this research gap by conducting a dynamic material flow analysis of lithium in China from 2015 to 2021.Results indicate that within the temporal boundary,lithium flow and in-use stock grew significantly in China due to the rapid development of the EV market,with lithium flow in domestic production of basic chemicals increasing by 614%to 100 kt,end-use consumption increasing by 160%to 35 kt,and in-use stock increasing by 62%to 195 kt.China has been a net importer of lithium,of which cumulative imports and exports were 343 kt and 169 kt,respectively.In addition,103 kt of lithium was converted to inventories or was lost during the processing from 2015 to 2021.By optimizing inventory and processing,developing substitutes for lithium for non-battery applications,and improving lithium recycling,China's net import dependency of lithium could be reduced from 27%-86%to 0%-16%.Our study demonstrates that it is urgent to improve material utilization efficiency so that the lithium resource supply can be secured.

Key words

Lithium/Lithium-ion battery/Critical material/Supply chain/Material flow analysis

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基金项目

国家重点研发计划(2019YFC1908501)

国家自然科学基金(72122010)

国家自然科学基金(71774100)

国家自然科学基金(72088101)

国家自然科学基金(71810107001)

出版年

2024
自然科学基础研究(英文)

自然科学基础研究(英文)

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