CEPII, Recherche et Expertise sur l'economie mondiale
Lithium-Ion Batteries: Dynamic Mapping of the Value Chain and Perspectives


Romain Capliez
Carl Grekou
Emmanuel Hache
Valérie Mignon

Accounting for more than 20% of global greenhouse-gas emissions, the transport sector plays a key role in the fight against global warming, alongside energy production. Decarbonizing mobility is a key lever in government strategies, making the electrification of transport, particularly the battery sector, one of the most strategic. The stakes are all the higher given that, while the lithium-ion battery sector has grown impressively over the past decade, this has mainly benefited China, which dominates the entire value chain. This Policy Brief provides an in-depth analysis of the positioning of the various players in the value chain, from minerals to batteries. By outlining industrial and institutional strategies, it also sets out how Europe can reduce its dependence on China. Finally, it focuses on sufficiency as a means of reducing dependence on critical materials and, by extension, on China.

 Data :   pb2024-48.xlsx

 Keywords : Lithium-ion batteries | Critical minerals and metals | Energy transition | Global value chain | China | European Union

 JEL : Q02, Q34, Q38, F18
CEPII Policy Brief
N°2024-48,  2024

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