文章基本信息

标题：Modeling potential impact of COVID-19 pandemic on global electric vehicle supply chain
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作者：Xin Sun ; Gang Liu ; Han Hao 等
期刊名称：iScience
印刷版ISSN：2589-0042
出版年度：2022
卷号：25
期号：3
页码：1-17
DOI：10.1016/j.isci.2022.103903
语种：English
出版社：Elsevier
摘要：SummaryThe on-going COVID-19 pandemic and consequent lockdowns cast significant impacts on global economy in the short run. Their impact on stability of global electric vehicles (EVs) supply chain and thus our climate ambition in the long run, however, remains hitherto largely unexplored. We aim to address this gap based on an integrated model framework, including assessing supply risks of 17 selected core commodities throughout the EV supply chain and further applying the supply constraints to project future EV sales until 2030. Our model results under three pandemic development scenarios indicate that if the pandemic is effectively contained before 2024, the global EV industry will recover without fundamentally scathed and thus can maintain the same growth trend as in the no-pandemic scenario by 2030. We suggest that fiscal stimulus in the postpandemic era should be directed more toward upgrading the quality of battery products, rather than expanding the production capacity.Graphical abstractDisplay OmittedHighlights•Lithium is the most critical commodity for the electric vehicle industry•Short-term COVID-19 pandemic will not cause constraints on the production side•Long-term pandemic can seriously jeopardize electric vehicle market development•Postpandemic policies should focus more on improving battery qualityElectrochemical energy engineering; Energy transportation; Transportation engineering