Lithium battery downstream competition

: We study the optimal channel choice and battery capacity allocation strategies of an electric vehicle (EV) manufacturer in the presence of battery recycling. The EV manufacturer also produces EV batteries. As an upstream manufacturer, this firm has the ...

Electric vehicle battery capacity allocation and recycling with downstream competition

: We study the optimal channel choice and battery capacity allocation strategies of an electric vehicle (EV) manufacturer in the presence of battery recycling. The EV manufacturer also produces EV batteries. As an upstream manufacturer, this firm has the ...

Cooperation of green R&D in supply chain with downstream competition

Panasonic''s participation will help Toyota produce batteries for electric vehicles that meet industry standards. In 2019, CATL, a world''s leading lithium-ion battery R&D and manufacturing company, has formed a joint venture with its downstream companies Kstar

China''s lithium supply chains: Network evolution and resilience …

In 2021, lithium carbonate production reached 283.84 kt of LCE, comprising 70.35% of the nation''s total lithium chemical output. The chemical derivatives find extensive applications in battery materials; their breakdown is as follows: NCM at 50.24%, LFP at 28.25%

Electric vehicle battery capacity allocation and recycling with …

We study the optimal channel choice and battery capacity allocation strategies of an electric vehicle (EV) manufacturer in the presence of battery recycling. The EV manufacturer …

Development of Lithium and Its Downstream Power Battery …

This paper analyzes the implications of lithium and its downstream power battery industry chain, which comprise resource, smelting processing, key material and product, and …

China Lithium Industry Deloitte POV 3.0: Sustainable Future of …

Intensive competition Battery companies maintain a rapid pace of expansion to seize market share and drive the demand for upstream resources, amid the …

Lithium-ion battery

Lithium-ion battery

Systemic challenges for lithium battery manufacturers

Recently, GAC Group established a lithium battery company, Yinpai Battery, with a total investment of 10.9 billion RMB. The first battery, lithium iron phosphate, will be built in 2025 with 26.8GWh. If 60KWh/vehicle is used, it can support 450,000 vehicles.

Electric vehicle battery capacity allocation and recycling with downstream competition

LiNi 1-x-y Co x Mn y O 2 lithium-ion battery, as the most installed battery of new energy vehicles, is facing the problem of large-scale scrap. In this paper, (Ni 0.1 Co 0.3 Mn 0.6 ) 3 O 4 anode material with a microsphere structure was successfully synthesized by carbonate coprecipitation method, which was obtained by recycling spent LiNi 0.6 Co 0.2 Mn 0.2 O …

Electric vehicle battery capacity allocation and recycling with downstream competition

Optimal choice of power battery joint recycling strategy for electric vehicle manufacturers under a deposit-refund system Li, Xin, (2023) Electric vehicle battery secondary use under government subsidy : a closed-loop supply

Lithium-ion battery demand forecast for 2030 | McKinsey

Almost 60 percent of today''s lithium is mined for battery-related applications, a figure that could reach 95 percent by 2030 (Exhibit 5). Lithium reserves …

Electric vehicle battery chemistry affects supply chain disruption …

Electric vehicle battery chemistry affects supply chain ...

China''s lithium supply chains: Network evolution and resilience …

The disruption of imported lithium leads upstream suppliers to fail to fulfil downstream sectors, and the disruption of exported lithium causes downstream …

Electric vehicle battery capacity allocation and recycling with downstream competition

(DOI: 10.1016/J.EJOR.2019.10.040) We study the optimal channel choice and battery capacity allocation strategies of an electric vehicle (EV) manufacturer in the presence of battery recycling. The EV manufacturer also produces EV batteries. As an upstream manufacturer, this firm has the option to supply batteries to its competitor, a …

Geopolitics of the Li-ion battery value chain and the Lithium …

In the burgeoning literature on renewable geopolitics, lithium has been mostly analyzed from the supply risk perspective for different battery types (Helbig et al., …

Spotlight on growing African lithium supply

Competition for Africa''s resources as opportunities grow S&P Global Market Intelligence expected supply from the continent to increase more than 24-fold between 2022 and 2027, from just over 11,600 mt of lithium carbonate equivalent (2% of global supply) to ...

CHINA''S MONOPOLY OVER LITHIUM''S UPSTREAM AND DOWNSTREAM …

As countries worldwide strive to transition to a green economy and meet the rising demand for EVs, a palpable fear looms that China could leverage its lithium monopoly as a geopolitical tool. With projections indicating a staggering demand of more than three million metric tons of lithium batteries by 2030, the consequences of such …

Contract Unobservability and Downstream Competition

Pricing and contract preference in maritime supply chains with downstream competition impact of risk-aversion and contract unobservability Ocean & Coastal Management, Vol. 242 Blockchain-based traceability system adoption decision in the dual-channel perishable goods market under different pricing policies

How China Came to Dominate the Global EV Lithium-ion Battery …

batteries used in EVs, drawing on its advantages in battery technology, which include the earth''s largest reserves of rare earth metals and a solid manufacturing base (Wang and Kimble, 2011). The sales of EV lithium-ion battery in China have grown

Global Competition in the Lithium-Ion Battery Supply Chain: A …

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 …

ZhiJiaNeng: Lithium Battery Competition Intensifies, Downstream …

As a provider of comprehensive solutions for lithium battery manufacturing downstream, ZhiJiaNeng continuously improves its self-research and production rate, and through …

This chart shows which countries produce the most lithium

This chart shows which countries produce the most lithium

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