Analysis of new energy lithium battery energy storage giants

What are the challenges faced by the lithium-based new energy industry?

Due to the complex nature of the development of the lithium-based new energy industry, industry regulation faces many challenges. For example, the prices of some intermediate products and materials fluctuate sharply and even go beyond the normal range in China in 2022 .

Why is the lithium-based new energy industry a complex system?

Regulation Problems The lithium-based new energy industry is a complex system, including several industries and more sub-industries. Due to the impact of demand changes, COVID-19 repeats, and economic downturn, the coordinated stability of the lithium-based new energy industry chain has been becoming lower.

What is China's Lithium-based new energy industry?

The industry of lithium-based new energy is defined as a strategic emerging industry in China. In 2022, China’s lithium battery exports amounted to nearly CNY 342.7 billion. China’s lithium-ion battery shipments reached a total of 660.8 GWh in 2022, accounting for over 60% of the global market share.

How resilient is the lithium supply chain under new energy vehicles?

The simulation results show that the lithium supply chain is less resilient under the impact of new energy vehicles. Furthermore, the resilience of the lithium supply chain is good under the risk of short-term supply interruption, but worse under long-term supply interruption.

How long will the lithium industry last in 2030?

The lithium industry was relatively stable in 2000, and new energy vehicles began to move rapidly after several years. In 2030, the demand for new energy vehicles will be relatively stable. Therefore, the time span is from 2000 to 2030.

Do new energy vehicles affect China's lithium supply chain?

Conclusions The development of new energy vehicles has brought demand impact to China’s lithium supply chain and geopolitical changes have increased the risk of lithium supply interruption. The economic importance and supply risks of lithium resources have increased.