scholarly journals Taming the Hydra: Funding the Lithium Ion Supply Chain in an Era of Unprecedented Volatility

2020 ◽  
Author(s):  
Chris Berry

The lithium ion supply chain is set to grow in both size and importance over the coming decade due to government-led efforts to decarbonize economies and declining costs of lithium ion batteries used in electronics and transportation. With forecasts of demand for lithium chemicals alone forecast to grow by three times later this decade, at least $10B USD is needed to flow into the upstream supply chain to ensure an efficient and timely build-out. Significant additional capital is needed for other portions of the supply chain such as other raw materials, cathode or anode production, and battery cell manufacturing. Recent exogenous shocks such as the US-China trade war and coronavirus disease 2019 (COVID-19) pandemic have made securing adequate capital for the supply chain a difficult challenge. Without the steady stream of funding for new mine and chemical conversion capacity, widespread adoption of electric vehicles (EVs) could be put at risk. This paper discusses the current structure of the lithium ion supply chain with a focus on raw material production and the need for and challenges associated with securing adequate capital in an industry that has, to date, not experienced such a robust growth profile.

2021 ◽  
Vol 1 (1) ◽  
pp. 34-49
Author(s):  
Ruby T. Nguyen ◽  
◽  
Ange-Lionel Toba ◽  
Michael H. Severson ◽  
Ethan M. Woodbury ◽  
...  

<abstract> <p>Material databases are important tools to provide and store information from material research. Rising concerns about supply-chain risks to raw materials presents a need to incorporate raw-material market and end-use application data, beyond basic chemical and physical properties, into a material database. One key challenge for researchers working on critical materials is information scarcity and inconsistency. This paper introduces, as a result of a two-year project, a critical-material commodity database (CMCD) incorporated with a low-code web-based platform that allows easy access for users and simple updates for the authors. The main goal of this project was to educate material scientists on the applications having the most impact on the supply chain and current industrial specifications/markets for each application. The objective was to provide material researchers with harmonized information so that they could gain a better understanding of the market, focus their technologies on an application with a high potential for commercialization, and better contribute to supply-chain risk reduction. While the goal was met with high receptivity, several limitations stemmed from query design, distribution platform, and quality of data source. To overcome some of these limitations and expand on CMCD's potential, we are building a public webpage with an improved interface, better data organization, and higher extensibility.</p> </abstract>


2019 ◽  
Vol 965 ◽  
pp. 117-123
Author(s):  
Igor Lapenda Wiesberg ◽  
José Luiz de Medeiros ◽  
Ofélia de Queiroz Fernandes Araújo

Chemical conversion of carbon dioxide (CO2) to methanol has the potential to address two relevant sustainability issues: economically feasible replacement of fossil raw materials and avoidance of greenhouse gas emissions. However, chemical stability of CO2 is a challenging impediment to conversion, requiring harsh reaction conditions at the expense of increased energy input, adding capital, operational and environmental costs. This work evaluates two innovative chemical conversion of CO2 to methanol: the indirect conversion, which uses synthesis gas produced by bi-reforming as intermediate, and the direct conversion, via hydrogenation. Process simulations are used to obtain mass and energy balances, needed to support economic analyses. Due to the uncertainties in the raw material prices, including CO2 and hydrogen (H2), its limits for economic viability are estimated and sensitivity analyzes are carried in predetermined prices (base cases). It is considered the scenario of free CO2 available in atmospheric conditions, as in a bioethanol industry, but the sensitivity analyses show the results for other scenarios, as in a CO2 rich natural gas, in which the cost of processing CO2 is zero. The economic analyses show that hydrogenation can be feasible if hydrogen prices are lower than 1000 US$/t, while the indirect route is viable only for cheap sources of natural gas below 3.7 US$/MMBtu. The CO2 pre-treatment costs are not as sensible as the others raw materials.


2020 ◽  
Vol 8 ◽  
Author(s):  
Duygu Karabelli ◽  
Steffen Kiemel ◽  
Soumya Singh ◽  
Jan Koller ◽  
Simone Ehrenberger ◽  
...  

The growing number of Electric Vehicles poses a serious challenge at the end-of-life for battery manufacturers and recyclers. Manufacturers need access to strategic or critical materials for the production of a battery system. Recycling of end-of-life electric vehicle batteries may ensure a constant supply of critical materials, thereby closing the material cycle in the context of a circular economy. However, the resource-use per cell and thus its chemistry is constantly changing, due to supply disruption or sharply rising costs of certain raw materials along with higher performance expectations from electric vehicle-batteries. It is vital to further explore the nickel-rich cathodes, as they promise to overcome the resource and cost problems. With this study, we aim to analyze the expected development of dominant cell chemistries of Lithium-Ion Batteries until 2030, followed by an analysis of the raw materials availability. This is accomplished with the help of research studies and additional experts’ survey which defines the scenarios to estimate the battery chemistry evolution and the effect it has on a circular economy. In our results, we will discuss the annual demand for global e-mobility by 2030 and the impact of Nickel-Manganese-Cobalt based cathode chemistries on a sustainable economy. Estimations beyond 2030 are subject to high uncertainty due to the potential market penetration of innovative technologies that are currently under research (e.g. solid-state Lithium-Ion and/or sodium-based batteries).


2020 ◽  
Vol 12 (5) ◽  
pp. 1887
Author(s):  
Yang Bai ◽  
He Yang ◽  
Yu Zhao ◽  
Min Zhang ◽  
Jinyuan Qin ◽  
...  

A large number of sand shrubs have been planted in western China, especially in Inner Mongolia. Sand shrubs produce a large amount of stump residue, and wood biomass power generation enterprises that use stump residue as raw materials have emerged in Wushen Banner and other areas. In this paper, the Mixed Integer Linear Programming (MILP) model is used to optimize the raw material supply chain of forest biomass power generation enterprises. Optimizations with different objectives represent the choices of different stakeholders. The optimization results are listed as follows. (1) The self-issuance behavior of enterprises is inconsistent with the enterprise behavior required by social planners; (2) When social planners only pay attention to environmental benefits, the utilization rate of raw materials in towns located far from a power plant will be greatly reduced, which is not conducive for the reuse of stump residue; (3) When social planners consider economic, environmental, and social benefits simultaneously, the utilization rate of raw materials in each town will be significantly improved, resources will be effectively utilized, and certain economic benefits will be realized; (4) It is possible to reduce the difficulty of achieving optimization goals by promoting industrial development and encouraging technological progress.


2020 ◽  
Vol 6 (4) ◽  
pp. 761-774
Author(s):  
Alex Norgren ◽  
Alberta Carpenter ◽  
Garvin Heath

Abstract The global growth of clean energy technology deployment will be followed by parallel growth in end-of-life (EOL) products, bringing both challenges and opportunities. Cumulatively, by 2050, estimates project 78 million tonnes of raw materials embodied in the mass of EOL photovoltaic (PV) modules, 12 billion tonnes of wind turbine blades, and by 2030, 11 million tonnes of lithium-ion batteries. Owing partly to concern that the projected growth of these technologies could become constrained by raw material availability, processes for recycling them at EOL continue to be developed. However, none of these technologies are typically designed with recycling in mind, and all of them present challenges to efficient recycling. This article synthesizes and extends design for recycling (DfR) principles based on a review of published industrial and academic best practices as well as consultation with experts in the field. Specific principles developed herein apply to crystalline-silicon PV modules, batteries like those used in electric vehicles, and wind turbine blades, while a set of broader principles applies to all three of these technologies and potentially others. These principles are meant to be useful for stakeholders—such as research and development managers, analysts, and policymakers—in informing and promoting decisions that facilitate DfR and, ultimately, increase recycling rates as a way to enhance the circularity of the clean energy economy. The article also discusses some commercial implications of DfR. Graphical Abstract


2021 ◽  
Vol 10 (1) ◽  
pp. 41
Author(s):  
Zainal Abidin

This research is motivated by the problem of raw material shortages that experienced by Tofu business group at Merobok. The research aims are to find out the mapping and to identifiy supply chain problem of soybean raw materials on Tofu business group at Merobok Central Lombok. Type of this research is descriptive study with qualitative approach. Data collecting technique was used in-depth interview, direct observation, and documentation. Then performed qualitative analysis by using Triangulation procedure. As for  the results of this research concluded that Tofu business group apply Few Supplier strategy that is choose three supplier consisting of Ingin Maju farmers (ten persons of farmers), H. Abidi as a merchant, and Mr. Sahlan as a collector at Gemel village. However, Tofu business group more intensive to purchase raw materials from Mr. Sahlan (collector). Tofu business group including of weak buyers of soybean raw materials because unable to dominate supplier and Tofu business group has less purchasing power than other buyers and unable to search other suppliers because they have less available capital Keywords:Supply Chain, Tofu Business Group, Soybean Raw Materials, Mapping, and Supplier


2011 ◽  
Vol 10 (1) ◽  
pp. 105 ◽  
Author(s):  
Bahrain Boru Sinaga

The cement industry is an industry that requires a supply chain system is structured and well organized, it is influenced by several things, namely the level of demand for raw materials (raw material), resources, production processes, scheduling, transportation, supplier, allocation, distributors, retailers, product until they reach the consumer. This paper discusses the supply chain system on PT. Semen Gresik ranging from an overview of the company, Aggregate planning, process and production scheduling and logistics of PT Semen Gresik and supply chain management to pursue the relationship and coordination between the processes of other firms in the business pipelines, ranging from suppliers to give priority to current customers as well goods between the company, since most upstream to most downstream. The  decision  to  determine  the  transportation  used  to  distribute  the  products  is  very important. Selection of transport strategy used to obtain the type of transport that provides a fast time in the distribution is done by comparing the transport strategy transport using trucks and trains. Stages of the bidding process conducted by the company Semen Gresik to the winning vendor specified delivery of bidder list, create request for quotation, quotation maintain vendor, price comparison, process purchase order, payments, and evaluation. Keywords : Supply chain, logistics, strategy, supplier


Bina Ekonomi ◽  
2020 ◽  
Vol 22 (2) ◽  
pp. 125-144
Author(s):  
Ferrynela Purbo Laksono ◽  
Stephanus Eri Kusuma

ABSTRACTThis study aims to examine the business processes through the MSME supply chain, specifically in the chain of raw material access, production processes to marketing processes. The objects of this research focusing on five most developed MSME in Sambirejo Village, Ngawen, Gunung Kidul namely food, processed zinc, woven cloth, tile and local gabion. The business processes analyzed by using supply chain management approach. This study conducted a qualitative method based on interview and observation. Results of the study show that the pattern of MSME supply chains in Sambirejo Village is still relatively simple. In their processes, these MSME supply raw materials from suppliers or distributors of raw materials then process them. Afterwards, they distribute them to consumers using two different distribution methods (dual channel) there are distribute it directly and through an intermediary.Keywords: business process; UMKM; supply chain management


2019 ◽  
Vol 10 (5) ◽  
pp. 1516
Author(s):  
Ahmed Othman El-meehy ◽  
Amin K. El-Kharbotly ◽  
Mohammed M. El-Beheiry

The joint lot sizing and scheduling problem can be considered as an evolvement of the joint economic lot size problem which has drawn researchers’ interests for decades. The objective of this paper is to find the effect of a capacitated multi-period supply chain design parameters on joint lot sizing and scheduling decisions for different holding and penalty costs. The supply chain deals with two raw materials suppliers. The production facility produces two products which are shipped to customers through distribution centers. A mathematical model is developed to determine optimum quantities of purchased raw materials, production schedule (MPS), delivered quantities and raw material and products inventory for predetermined number of periods. The model is solved to maximize total supply chain profits. Results showed that at high capacity and low holding cost, the supply chain tends to produce only one product each period, for limited capacity and high value of holding cost, the supply chain may produce the two products together each period.


2020 ◽  
Vol 12 (1) ◽  
pp. 23
Author(s):  
Rizki Dewi Kristikareni ◽  
Abdul Rokhman ◽  
Achmad Poernomo

 Udang merupakan komoditas unggulan ekspor Indonesia yang memerlukan bahan baku yang berkualitas dan aman. Untuk mendapatkan bahan baku udang yang sesuai, seluruh anggota rantai pasok harus menerapkan persyaratan jaminan mutu dan keamanan hasil perikanan sesuai Kepmen KP Nomor: 52A/KEPMEN-KP/2013. Tujuan penelitian ini adalah mengevaluasi penerapan persyaratan jaminan mutu dan keamanan hasil perikanan sepanjang rantai pasok bahan baku udang untuk unit pengolahan ikan (UPI) di Jakarta Utara. Dua UPI telah dipilih menjadi responden untuk dirunut ke hulu mengenai pemenuhan persyaratan dimaksud. Pengumpulan data dilakukan melalui survei, observasi dan wawancara kepada UPI, pengumpul/pemasok, pembudidaya dan pembenih. Analisis kesenjangan dan uji korelasi berganda digunakan untuk menilai kesesuaian penerapan persyaratan jaminan mutu dan keamanan hasil perikanan. Hasil identifikasi menunjukkan masih terdapat kesenjangan penerapan yang dilakukan oleh pembudidaya dan pengumpul/pemasok dengan standar yang ada. Tingkat kesesuaian pada pembudidaya 58% (kurang sesuai) dan pemasok 48% (tidak sesuai). Apresiasi UPI terhadap mutu dan keamanan hasil perikanan masih belum memadai, diduga karena permintaan di pasar global sangat tinggi sedangkan pasokannya tidak sesuai. Penerbitan sertifikat yang terpisah-pisah di antara rantai pasok diduga menjadi salah satu penyebab. Diperlukan perubahan strategi kebijakan dalam pelaksanaan sistem sertifikasi udang budidaya untuk ekspor yang terintegrasi dalam satu sertifikat.Shrimp is Indonesia's leading export commodity that requires quality and safe raw materials. To get appropriate shrimp raw materials, all members of the supply chain must apply the quality assurance and safety requirements of fishery products in accordance with Ministerial Decree KP Number: 52A/KEPMEN-KP/2013. This study aimed to evaluate the implementation of quality assurance and safety requirements for fishery products along the supply chain of cultured shrimp raw material suppliers for fish processing units (UPI) in North Jakarta. Two UPIs have been selected as respondents whose suppliers were evaluated regarding the fulfillment of the specified requirements. Data collection was carried out through surveys, observations, and interviews with UPI, collectors/suppliers, farmers, and breeders. Gap analysis and multiple correlation tests were used to assess the appropriateness of the implementation of quality assurance and fishery product safety requirements. The results show that gaps existed between the implementation of the requirement by farmers and suppliers compared with existing standards. The implementation level for farmers is 58% (less according) and the supplier 48% (not according). It was observed that UPI's appreciation of the quality and safety of fishery products was inadequate, allegedly because demand in the global market is very high while the supply does not meet the demand. Issuance of separate quality and safety certificates along the supply chain are believed to be one of the causes. There is a need to change the policy strategy in implementing the shrimp culture certification system for export which can be integrated into one certificate.


Sign in / Sign up

Export Citation Format

Share Document