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Multi-stakeholder optimization of a lithium supply chain approach for Brazil's Energy transition: Sustainable advantages of LiOH production over Li2CO3

ブラジルのエネルギー転換のためのリチウムサプライチェーンのマルチステークホルダー最適化:Li2CO3よりもLiOH生産の持続可能な利点 (AI 翻訳)

Victor Osvaldo Vega-Muratalla, Leandro V. Pavão, Caliane Bastos Borba Costa, Mauro A.S.S. Ravagnani, Luis Fernando Lira‐Barragán, José María Ponce‐Ortega

Journal of Energy Storageプレプリント2026-06-18#EV・輸送経営インパクト: コスト削減対象セクター: mining
DOI: 10.1016/j.est.2026.123221
原典: https://doi.org/10.1016/j.est.2026.123221

🤖 gxceed AI 要約

日本語

本論文は、ブラジルのリチウムサプライチェーンにおけるマルチステークホルダーアプローチを評価し、経済性と環境影響を統合した最適化モデルを提案する。LiOH生産はLi2CO3より水消費量が少なく、CO2排出も低く、持続可能性の観点から優位である。結果は、スポジュメン濃縮が水消費の83%を占め、LiOHへの戦略的転換がブラジルの電動化推進に貢献することを示す。

English

This paper proposes a multi-stakeholder optimization model for Brazil's lithium supply chain, comparing LiOH and Li2CO3 production. Results show spodumene concentration is the most water-intensive stage (83%), and LiOH production is more sustainable both economically and environmentally. The study supports Brazil's electromobility transition by aligning with global sustainability goals.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

ブラジルの事例ではあるが、リチウムサプライチェーンの最適化は日本の蓄電池・EV産業にも示唆を与える。日本は資源輸入国であり、水消費やCO2排出を考慮したサプライチェーン設計は、バッテリー調達戦略の参考となる。また、マルチステークホルダーアプローチは、日本の企業間連携や地域間調整にも応用可能。

In the global GX context

Although focused on Brazil, this study offers a methodological framework for lithium supply chain optimization that can be applied globally. The comparison of LiOH vs Li2CO3 production with water and CO2 metrics is relevant for battery supply chains under increasing environmental scrutiny. It aligns with ISSB and TCFD requirements for climate and water disclosures in the mining and EV sectors.

👥 読者別の含意

🔬研究者:Provides a robust optimization model integrating economic and environmental metrics for lithium supply chains.

🏢実務担当者:Useful for battery manufacturers and lithium producers evaluating the shift from Li2CO3 to LiOH for sustainability and efficiency.

🏛政策担当者:Highlights the strategic advantage of supporting LiOH production for national electromobility goals and resource efficiency.

📄 Abstract(原文)

This paper presents a comparison among several scenarios to assess the implementation of a multi-stakeholder approach within the lithium supply chain. The proposed framework integrates both economic and environmental concerns across the entire value chain, including virgin spodumene extraction, concentration, chemical conversion to Li2CO3 and LiOH, and distribution stages. A detailed appraisal of water requirements is conducted for each process, such as spodumene concentration and lithium compounds production, joined by the absolute material impact indicator (DMA) from a circular economy perspective. Furthermore, an innovative metric is proposed to account for greenhouse gas emissions, particularly CO2, enabling a broader, comprehensive environmental evaluation of the supply chain. To ensure precision and robustness in the results, a Mixed-Integer Non Linear Programming model is proposed, incorporating multiple levels of stakeholder interests. Then, the approach is applied to the case study of Brazil. Therefore, an accurate strategy for the national development of its lithium industry, as well as key challenges that must be addressed, is argued. Results showed that spodumene concentration is the most water-intensive stage, accounting for 83% of total consumption. In addition, from both economic and environmental perspectives, LiOH production in Brazil is more sustainable, supporting a strategic and progressive change from Li2CO3. Accordingly, this study contributes to enhancing widespread electromobility in Brazil by aligning the lithium supply chain with global sustainability goals and resource efficiency principles.

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