Resilience assessment of lithium ion battery supply chains under critical mineral shortages.

IF 4.5 2区综合性期刊 Q1 MULTIDISCIPLINARY SCIENCES

iScience Pub Date : 2026-09-22 eCollection Date: 2026-10-16 DOI:10.1016/j.isci.2026.117703

Xuena Liu, Hui Huang, Feng An, Xiaojuan Dong, Wei Fang, Ya Wang, Hanwei Zhang, Yanxin Liu, Haibin Liu

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引用次数: 0

Abstract

The energy transition and transportation electrification have increased the reliance of lithium ion battery supply chains on critical minerals, including lithium, cobalt, and nickel. Here, we construct a multi-tier interfirm supply network of nine major battery manufacturers and develop a propagation recovery model to assess mineral shortage impacts and recovery pathways. Lithium shortages generate the largest cascading losses, followed by cobalt and nickel shortages. Recovery is primarily achieved through cross-tier resource reallocation, which contributes approximately 70% of total recovery, whereas newly established supply links provide a smaller contribution. Manufacturer resilience varies across minerals, reflecting heterogeneous supply chain exposure and recovery capacity. These findings identify mineral-specific risk pathways and recovery mechanisms, providing insights for resilient supply chain management and critical mineral governance during energy transitions.

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矿物严重短缺条件下锂离子电池供应链弹性评估

能源转型和交通电气化增加了锂离子电池供应链对关键矿物的依赖，包括锂、钴和镍。本文构建了一个由9家主要电池制造商组成的多层企业间供应网络，并建立了一个传播恢复模型来评估矿物短缺的影响和恢复途径。锂短缺造成的连锁损失最大，其次是钴和镍短缺。采收率主要通过跨层资源重新分配来实现，其贡献约占总采收率的70%，而新建立的供应链的贡献较小。制造商的弹性因矿物而异，反映了不同的供应链暴露和恢复能力。这些发现确定了特定矿物的风险途径和恢复机制，为能源转型期间的弹性供应链管理和关键矿物治理提供了见解。

本文章由计算机程序翻译，如有差异，请以英文原文为准。

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来源期刊

iScience Multidisciplinary-Multidisciplinary

CiteScore

7.20

自引率

1.70%

发文量

1972

审稿时长

6 weeks

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