Sustainability effects of material demand by next-generation lithium-ion battery technologies: A global value chain perspective
次世代リチウムイオン電池技術の材料需要による持続可能性効果：グローバルバリューチェーンの視点から (AI 翻訳)
Moana Simas, Kristine Bly, Meron A. Arega, Fabián Rocha Aponte, Thiago L. Silva, Kirsten S. Wiebe
🤖 gxceed AI 要約
日本語
本研究は、次世代LNMO電池セルの材料需要をグローバルバリューチェーン分析で評価し、従来のNMC-811と比較してGHG排出量が20-25%低いことを示した。また、材料調達の変化が付加価値と雇用に与える影響を定量化し、鉱業段階での影響が大きいことを明らかにした。政策介入の必要性を示唆している。
English
This study assesses material demand for next-generation LNMO battery cells using global value chain analysis, finding 20-25% lower GHG emissions than NMC-811. It quantifies impacts on value added and employment, highlighting mining as the most affected stage. The results underscore the need for targeted policy interventions to address uneven distribution of benefits and burdens.
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
日本のバッテリーサプライチェーンはアジアに依存しており、本研究成果は調達先の多様化やサプライチェーンリスク管理に示唆を与える。また、SSBJ開示におけるScope 3排出量算定の精緻化にも貢献する。
In the global GX context
This study provides a comprehensive global value chain perspective on battery material sustainability, relevant for ISSB/CSRD disclosure and transition finance. It highlights the trade-offs between emissions reduction and socio-economic impacts, informing policy and corporate strategy.
👥 読者別の含意
🔬研究者:Provides a methodological framework for assessing sustainability impacts of battery technologies across global value chains.
🏢実務担当者:Offers insights for supply chain managers to evaluate environmental and socio-economic trade-offs in material sourcing decisions.
🏛政策担当者:Highlights the need for policies addressing uneven distribution of benefits and burdens in battery supply chains.
📄 Abstract（原文）
• Sustainability assessment of material demand for next-generation LNMO battery cells using a global value chain analysis. • LNMO cells assessed in this study exhibit up to nearly one-third lower GHG emissions in upstream material sourcing compared to conventional NMC-811 technologies. • Global shifts in material sourcing also reduce value added and employment, primarily due to contraction in Asian supply chains. • Mining is the most impacted stage of the global value chains due to change in battery chemistry, reflecting the geographical concentration of processing and component industries. • Mining generates a small share of value added and employment, indicating a mismatch between potential negative impacts of mining activities and economic gains throughout the entire battery value chain. Lithium-ion battery technologies depend on critical raw materials, and their rising demand poses significant environmental, social, and economic challenges globally. This study quantifies the material requirements and upstream impacts for next-generation LNMO battery cells relative to conventional technologies. Using an extended multi‐regional input-output framework extended with detailed trade data, we assess how material sourcing influences value creation, employment, and greenhouse gas emissions, including indirect effects across the broader economy. Our analysis reveals that material extraction and processing contribute 30 % of the total value added while generating 56 % of upstream employment. Furthermore, LNMO cells exhibit 20–25 % lower greenhouse gas emissions compared to NMC-811 cells. Shifting anode sourcing to Norway further reduces these emissions to levels comparable to LFP cells, while decreasing job creation in the mining industry. These findings underscore the need for targeted policy interventions to address potential uneven distribution of benefits and burdens along global battery supply chains.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1016/j.resconrec.2025.108294first seen 2026-08-02 17:48:30
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