气候变化领域集成服务门户(CCPortal): Transition to electric vehicles in China: Implications for private motorization rate and battery market

CCPortal

DOI	10.1016/j.enpol.2020.111654
	Transition to electric vehicles in China: Implications for private motorization rate and battery market
	Hsieh I.-Y.L.; Pan M.S.; Green W.H.
发表日期	2020
ISSN	03014215
卷号	144
英文摘要	China has recently enacted the dual-credit mandate to replace the existing subsidies as a continued effort to electrify its ground transportation sector. This study quantifies the impacts of such policy transition on private motorization rate and battery market. Throughout the next decade, affordability remains the determinant for vehicle purchases; forcing broader adoption of pricier battery-powered cars without subsidies will inevitably diminish the market growth. Under the mandate, China's electric vehicle sales will continue to grow through 2030 despite the temporary car market contraction. Cumulative private electric vehicle sales are projected to reach 66 million by 2030 (with 37% sales market share); this will drive the battery demand from China's private car sector to expand rapidly and accumulate ~420 GWh (2 million tonnes) of spent lithium-ion batteries. This significant increase in battery demand will exacerbate pressure on the global supply for lithium and cobalt. The cobalt demand from China's private vehicle sector in 2030 alone would be almost half of the total global cobalt production in 2017; up to 16% of this 2030 demand could be satisfied by battery recycling. A recycling-based battery supply chain is needed to alleviate the concerns of supply shortages and to achieve a circular economy. © 2020 Elsevier Ltd
关键词	Battery demand Battery recycling Electric vehicle Private car Spent battery
英文关键词	Automotive industry; Cobalt; Cobalt mines; Commerce; Competition; Electric automobiles; Electronic Waste; Lithium-ion batteries; Recycling; Sales; Supply chains; Battery markets; Battery recycling; Circular economy; Cobalt production; Private vehicles; Spent lithium-ion batteries; Supply shortages; Transportation sector; Automotive batteries; demand-side management; electric vehicle; energy market; energy policy; energy resource; energy storage; private sector; transportation development; China
语种	英语
来源期刊	Energy Policy
文献类型	期刊论文
条目标识符	http://gcip.llas.ac.cn/handle/2XKMVOVA/204702
作者单位	Department of Chemical Engineering, Massachusetts Institute of Technology, Cambridge, MA 02139, United States; Department of Materials Science and Engineering, Massachusetts Institute of Technology, Cambridge, MA 02139, United States
推荐引用方式 GB/T 7714	Hsieh I.-Y.L.,Pan M.S.,Green W.H.. Transition to electric vehicles in China: Implications for private motorization rate and battery market[J],2020,144.
APA	Hsieh I.-Y.L.,Pan M.S.,&Green W.H..(2020).Transition to electric vehicles in China: Implications for private motorization rate and battery market.Energy Policy,144.
MLA	Hsieh I.-Y.L.,et al."Transition to electric vehicles in China: Implications for private motorization rate and battery market".Energy Policy 144(2020).