The increasing concentration increases the severity of the supply risk. The results also imply that different processes are concentrated within different countries or regions, and the segmentation puts the development of the power lithium-ion battery industry at significant risk.
The high concentration of each process in the power lithium-ion battery supply chain will significantly increase the supply risk. Some researchers have proposed that the high supply concentration of LFP may increase the risk of supply interruption (Shi et al. 2023) or lead to price volatility (Olivetti et al. 2017 ).
The 5-year material flow analysis results also show that the growth rate of the demand side of the global power lithium-ion battery is much higher than the growth rate of the supply side, and it is very likely that there will be a crisis of short supply in the foreseeable future.
It is also expected that the development pattern of the power lithium-ion battery industry will undergo more remarkable changes in the future. The high concentration of each process in the power lithium-ion battery supply chain will significantly increase the supply risk.
The power lithium-ion battery has shown a rapid growth trend from both the supply and demand sides. However, the growth rate of the demand side of the global power lithium-ion battery is much higher than that of the supply side, and the annual stock rate is declining.
In recent years, the mutual adjustment and mutual influence between the supply and demand of power lithium-ion batteries have gradually narrowed the gap between supply and demand. It is also worth noting that from the perspective of the loss in material flow, the power lithium-ion battery of stock in EVs has a decreasing trend.
IAG leads global research project to set lithium-ion battery safety ...
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