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Analysis of Demand for Critical Metal Materials in Power Batteries for the Electrification of Passenger Vehicles in China
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Hang XIE1, 2, Shurui ZHANG2, 3, Tingting ZHANG2, Xiaomin XIE2, 4
Chinese Journal of Automotive Engineering | 2025, 15(1) : 1 - 10
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Chinese Journal of Automotive Engineering | 2025, 15(1): 1-10
Green and Low-Carbon Technologies Section
Analysis of Demand for Critical Metal Materials in Power Batteries for the Electrification of Passenger Vehicles in China
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Hang XIE1, 2, Shurui ZHANG2, 3, Tingting ZHANG2, Xiaomin XIE2, 4
Affiliations
  • 1 College of Smart Energy,Shanghai Jiaotong University,Shanghai 200240,China
  • 2 Research Institute of Carbon Neutrality,Shanghai Jiaotong University,Shanghai 200030,China
  • 3China-UK Low Carbon College,Shanghai Jiaotong University,Shanghai 201306,China
  • 4 School of Mechanical Engineering,Shanghai Jiaotong University,Shanghai 200240,China
Published: 2025-01-20 doi: 10.3969/j.issn.2095‒1469.2025.01.01
Outline
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The rapid development of new energy vehicles has dramatically increased the demand for battery materials such as lithium, cobalt, nickel, and manganese. To assess the supply risks of these resources, the demand for battery materials in China's new energy passenger vehicles from 2023 to 2050 was predicted using the Gompertz curve model and material flow analysis, under two different scenarios of battery technology development. The results indicate that by 2050, under the lithium iron phosphate route (LFPR), the demand for lithium, cobalt, nickel, and manganese will be 238, 169, 362, 158 kilotons, respectively. Under the nickel-manganese-cobalt (NMC) lithium battery route, the estimated demands will reach 242, 201, 1 084, 187 kilotons, respectively. Recycled lithium, cobalt and nickel in 2050 are expected to meet at least 86.5%, 93.5% and 65.8% of their annual demand, respectively. Given the current lack of comprehensive laws and regulations for waste battery recycling in China, it is essential to develop relevant standards.

new energy vehicle  /  power battery  /  critical metal  /  recycling
Hang XIE, Shurui ZHANG, Tingting ZHANG, Xiaomin XIE. Analysis of Demand for Critical Metal Materials in Power Batteries for the Electrification of Passenger Vehicles in China[J]. Chinese Journal of Automotive Engineering, 2025 , 15 (1) : 1 -10 . DOI: 10.3969/j.issn.2095‒1469.2025.01.01
Year 2025 volume 15 Issue 1
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Article Info
doi: 10.3969/j.issn.2095‒1469.2025.01.01
  • Receive Date:2024-01-25
  • Online Date:2025-07-20
  • Published:2025-01-20
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History
  • Received:2024-01-25
  • Revised:2024-03-08
Affiliations
    1 College of Smart Energy,Shanghai Jiaotong University,Shanghai 200240,China
    2 Research Institute of Carbon Neutrality,Shanghai Jiaotong University,Shanghai 200030,China
    3China-UK Low Carbon College,Shanghai Jiaotong University,Shanghai 201306,China
    4 School of Mechanical Engineering,Shanghai Jiaotong University,Shanghai 200240,China
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表12种不同金属材料的力学参数

Family
属数
Number of
genus
种数
Number of
species
占总种数比例
Percentage of
total species (%)

Genus
种数
Number of
species
占总种数比例
Percentage of total
species (%)
鹅膏菌科Amanitaceae 2 11 5.26 鹅膏菌属 Amanita 10 4.78
小菇科 Mycenaceae 2 12 5.74 丝盖伞属 Inocybe 5 2.39
多孔菌科 Polyporaceae 8 14 6.70 蜡蘑属 Laccaria 5 2.39
红菇科 Russulaceae 3 23 11.00 小皮伞属 Marasmius 6 2.87
小菇属 Mycena 11 5.26
光柄菇属 Pluteus 5 2.39
红菇属 Russula 17 8.13
栓菌属 Trametes 5 2.39
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