Lithium Supply Chain Shortages Affect Goals

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Our strategic climate change goals, have come to rely on a steady supply of lithium metal for batteries. Researchers from East China Normal University in Shanghai, and Sweden’s Lund University, teamed up to quantify lithium supply and demand. Their findings in Cell Reports Sustainability, that we link to below, predict lithium supply chain shortages developing regionally and globally.

Lithium Metal and EV Supply Chain Bottle Necks

Electric Vehicles (EVs) contribute to seven of the seventeen United Nations Sustainable Development Goals. China, Europe, and the United States all have ambitious EV programs.

However, as Qifan Xia at China’s Institute for Global Innovation and Development points out, these programs rely on a dependable supply of lithium metal. This raises concerns over lithium supply chain shortages at regional and global level.

lithium supply chain shortages
Domestic Lithium Demand (a) Stated Policies (b) Including Announced Pledges (Cell Reports Sustainability BY Open Access)

What Then Is the Answer to the Lithium Dilemma?

The team comprising scientists from Sweden’s Lund University and East China Normal University in Shanghai, suggest improving resource efficiency alongside maximizing lithium extraction. The report summarizes the current situation as follows and we quote:

  • Europe’s supply gap exceeds China and the USA, despite accelerated lithium output.
  • China needs to reduce import reliance through advancements in battery technology.
  • Developing high-capacity lithium mining projects is critical for the United States.
  • Unregulated trade competition risks delaying the global low-carbon transition.
lithium supply chain shortages
Domestic Lithium Production (a) Active and Soon to Be Active (b) Including Less Certain Projects (Cell Reports Sustainability BY Open Access)

The report closes with  this insightful observation. “Governance is urgently needed to prevent competition for scarce resources from hindering low-carbon technology adoption.”

More Information

Who Developed The Lithium-Ion Battery?

China And The Global EV Market Share

Preview Image: Lithium Floats on Paraffin Oil

Research Findings in Cell Reports Sustainability

The United Nations Sustainable Development Goals

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About Author

Electricity has always intrigued me. I have been writing about batteries and energy storage for more than ten years, and have published over 4,000 articles on this website. During that time, I have researched developments across lead-acid, lithium-ion, sodium-ion, flow batteries, and emerging energy-storage technologies. My goal is to explain complex battery concepts in clear, practical language that anyone can understand. My writing career began unexpectedly after leaving the corporate world. What started as a search for a new direction gradually became a fascination with batteries, renewable energy, and the science that powers modern life. Writing may not have made me wealthy, but it has given me the opportunity to explore an industry that continues to evolve in remarkable ways.

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