Evolution of the global lithium battery industry chain trade structure, trend assessment, and resilience analysis

In recent years,the global industrial chain has been aelerating its restructuring,with systemic risks becoming increasingly prominent. This study integrates the full chain intermational trade data from the upstream, midstream, and downstream of the global lithium battery industry to construct a dynamic complex network model that covers the closed-loop process of " resource extraction-material processing-end application-recycling."Additionally, a five-dimensional comprehensive evaluatin system for assessing the resience of the entire ihium battery industrial hain network has been developed. The research analyzes and characterizes the evolution characteristics of the global lithium battery trade network from 2001 to 2023,simulating changes in its resilience. Based on the findings,a trinity strategy of "techologieal breakhrough-resouce diversifieation-ecolgieal closed-lo" is proposed. The study reveals that, from 2001 to 2023,the connectivity, trade closeness, and transmission efficiency of the entire lithium battery industrial chain network have consistenly increased, indicating that the overall trade network is evolving toward globalization and complexity. Notably,since 2019, the instability of the entire lihium battery industrial chain has risen, with trade shifting gradually toward regionaliation and muli-plariation. During the study period,the entire lithium battery industrial chain exhibied high heterogeneity. While the effcieney of the industrial chain has improved, its vulnerability has also increased.The resilience of the lithium battery industrial chain, in descending order, is downstream, midstream, and upstream. The study suggests implementing the strategic transer of the resoure supply chain industrial chain, shiting from the advantage of resource processing to the spillover of key technologies,and strengthening battery recyeling to build a closed-loop ecological-resilient supply chain for lithium batteries.

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Publication Details

Journal
Zhongguo ruankexue
Published
2025-04-01
DOI
https://doi.org/10.3724/1005-0566.20250403
Primary Topic
Economic and Technological Innovation
Type
article
Field-Weighted Citation Impact
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article

Evolution of the global lithium battery industry chain trade structure, trend assessment, and resilience analysis

Wenjun Wang, LI Shuaiwei
Zhongguo ruankexue
Economic and Technological Innovation
article

Evolution of the global lithium battery industry chain trade structure, trend assessment, and resilience analysis

Wenjun Wang, LI Shuaiwei
article en

Abstract

In recent years,the global industrial chain has been aelerating its restructuring,with systemic risks becoming increasingly prominent. This study integrates the full chain intermational trade data from the upstream, midstream, and downstream of the global lithium battery industry to construct a dynamic complex network model that covers the closed-loop process of " resource extraction-material processing-end application-recycling."Additionally, a five-dimensional comprehensive evaluatin system for assessing the resience of the entire ihium battery industrial hain network has been developed. The research analyzes and characterizes the evolution characteristics of the global lithium battery trade network from 2001 to 2023,simulating changes in its resilience. Based on the findings,a trinity strategy of "techologieal breakhrough-resouce diversifieation-ecolgieal closed-lo" is proposed. The study reveals that, from 2001 to 2023,the connectivity, trade closeness, and transmission efficiency of the entire lithium battery industrial chain network have consistenly increased, indicating that the overall trade network is evolving toward globalization and complexity. Notably,since 2019, the instability of the entire lihium battery industrial chain has risen, with trade shifting gradually toward regionaliation and muli-plariation. During the study period,the entire lithium battery industrial chain exhibied high heterogeneity. While the effcieney of the industrial chain has improved, its vulnerability has also increased.The resilience of the lithium battery industrial chain, in descending order, is downstream, midstream, and upstream. The study suggests implementing the strategic transer of the resoure supply chain industrial chain, shiting from the advantage of resource processing to the spillover of key technologies,and strengthening battery recyeling to build a closed-loop ecological-resilient supply chain for lithium batteries.

Zhongguo ruankexueVol. 40(4)
Openalex Percentile: Top 81%
Economic and Technological Innovation
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