コバルトのサプライチェーン分析 ―リチウムイオン電池材料資源の供給構造―

• 小椎尾 晋平

  東京大学工学部システム創成学科知能社会システムコース

• 村上 進亮

  東京大学大学院工学系研究科技術経営戦略学専攻

書誌事項

タイトル別名

• Supply Chain Analysis of Cobalt: Supply Structure of a Lithium-ion Battery Mineral

抄録

The demand of cobalt is surging largely due to the increasing use of Lithium-ion batteries (LIBs.) However, the supply chain of cobalt has been unstable. The production countries are very limited and most intermediate products are concentrated in China. Most existing research focused on the specific parts of the supply chain and didn’t cover the chain from cobalt mines to end-uses. This study aimed to understand the entire supply structure of cobalt being used as LIBs by using the social network analysis. We found out that the supply structure of cobalt had low robustness and resilience. More importantly, China and South Korea were successful in building the network for procuring cobalt, while Japan could not. Finally, it was concluded that the global supply structure of cobalt for LIBs was very fragile as a whole and Japan especially had the huge risk considering its demand for cobalt.

収録刊行物

• エネルギー・資源学会論文誌

  エネルギー・資源学会論文誌 42 (4), 267-277, 2021

  一般社団法人 エネルギー・資源学会

キーワード

• Cobalt
• Supply Chain Structure
• Lithium-ion battery
• Social Network Analysis
• Material Flow Analysis

詳細情報

• CRID: 1390570166646527488
• NII論文ID: 130008064253
• DOI: 10.24778/jjser.42.4_267
• ISSN: 24330531
• 本文言語コード: ja
• データソース種別:
  • JaLC
  • CiNii Articles
  • KAKEN
  • Crossref
• 抄録ライセンスフラグ: 使用不可