Cited by 236Global trade, sustainability, and social impactExtraction and Separation ProcessesElectric Vehicles and Infrastructure

The DOI matches its Crossref record; 107 of the 110 references it cites were found in a registry or an index, and 3 are not checked yet; none of the 48 sources its claims cite is checked for support yet.

Towards the lithium-ion battery production network: Thinking beyond mineral supply chains

Open access
Bridge, Gavin, Faigen, Erika·2022·Energy Research & Social Science

Abstract

The increasing role of electricity as an energy carrier in decarbonising economies is driving a growing demand for electrical energy storage in the form of battery systems. Two battery applications driving demand growth are electric vehicles and stationary forms of energy storage. Consequently, established battery production networks are increasingly intersecting with – and being transformed by – actors and strategies in the transport and power sectors, in ways that are important to understand. Most analyses of battery production adopt a supply chain approach, focussing on the flow and transformation of materials from primary production via manufacturing to final assembly. They pay only limited attention to organisational and geographical relations, and they overlook critical areas of intersection between battery production and OEM manufacturing for automotive and power sectors. As a result, supply chain approaches do not fully account for emergent properties of battery production networks. To remedy this, we deploy a global production network (GPN) approach that highlights the increasing intersection of battery manufacturing with the automotive and power sectors, informed by original research with key respondents in battery R&D and commercialization at the collaborative interfaces of academia, industry and government. Our GPN approach augments conventional supply chain accounts based on battery manufacturing in two ways: it identifies the economic and non-economic actors, network relations and multiple locations that constitute the global battery production network; and focuses on firm strategies of innovation, cooperation and competition through which this network acquires its organisationally and geographically dynamic character, (specifically increasing inter-industry intersections), and the multifaceted role of the state. The paper concludes by reflecting on the implications of this alternative account for understanding key areas of policy concern, and for analyses of the geopolitical economy of energy system transformation.

Checked 2026-10-10 · 3 references not checked yet

Overview

AI snapshot

Written from the paper’s full text.

TL;DR

The paper argues that lithium-ion battery production is better understood as a global production network (GPN) than as a mineral supply chain, because automotive OEMs, states, and power-sector actors increasingly shape its organisation and geography. Using documentary evidence and interviews, it shows how firm strategies, inter-industry intersections, and state regionalisation efforts drive the network’s dynamic configuration.

Key findings

  • Supply-chain analyses focus on material flows and overlook organisational/geographical relations and intersections with automotive and power sectors; a GPN approach identifies economic and non-economic actors, network relations, multiple locations, and the state’s multi-faceted role.
  • Battery manufacturing is highly concentrated: China represented around 77% of global battery production capacity in 2021; gigafactories grew from 3 factories (~60 GWh) in 2015 to around 150 factories (~1000 GWh) at end-2021, with a pipeline to 2030 of over 280 plants (~6000 GWh); Europe’s capacity was expected to increase 13-fold between 2020 and 2025 (from 28 to 368 GWh).
  • Automotive OEMs increasingly act as lead firms through long-term contracts, direct investment, and joint ventures; six cell suppliers (LG, CATL, Panasonic, Samsung, BYD, SKI) were collectively responsible for more than 89% of battery capacity and battery metals deployed in passenger EVs in 2020, and Tesla deployed 22.5 GWh in H2 2020.
  • States act as facilitators, regulators, producers, and buyers, using climate policy, mineral ownership rules, infrastructure provision, and trade rules to regionalise production; vertical integration and emerging business models such as battery-as-a-service and recycling extend the network downstream.

Methods

  • The paper deploys a global production network (GPN) approach, reviewing academic and grey literature on lithium-ion battery production and supply chains.
  • Original empirical material comes from semi-structured interviews with a dozen respondents involved in battery R&D and commercialization at collaborative interfaces of academia, research institutions, industry, and government in Australia, the EU, and the UK between June and September 2021.
  • Analysis uses illustrative cases, tables, and figures to identify actors, network forms, territorial dimensions, and three dynamics: vertical integration, regulation/trade/material sourcing, and emerging business models.

Limitations

  • Stated: the analysis adopts a simplified view, focusing on lead firms and states and identifying only a handful of significant dynamics; the paper also notes that caveats and uncertainties attend rapid demand projections.
  • Evident: the qualitative interview sample is small (a dozen respondents) and geographically limited to Australia, the EU, and the UK, so perspectives from China, Japan, South Korea, and other key production locations are not directly represented.
  • Evident: many empirical claims rely on secondary and grey literature, industry reports, and news sources rather than primary data.

Model-written summary. Check it against the paper before relying on it.

Integrity signals

Registry

Crossref · 10.1016/j.erss.2022.102659

Cites

107 of 110 references verified0 citation errors · 0 not checkable

Statistics

Nothing to recompute.

Verification

Claims the paper makes

52 Not checked yet · 52 Own interpretation · 32 No basis given · 6 Own result

Verify all 48 references — free account

Show all 53 claims

  • Probably not a substantial claim. 31
  • It may state two separate claims as one. 71
  • The quote only partly states this claim. 2
89 of 89
  • The paper relies on this without support.

    The increasing role of electricity as an energy carrier in decarbonising economies is driving growing demand for electrical energy storage in the form of battery systems.

    “The increasing role of electricity as an energy carrier in decarbonising economies is driving a growing demand for electrical energy storage in the form of battery systems.”
  • The paper relies on this without support.

    The relations and dynamics that make up the transnational economies of battery production are not well understood.

    “The relations and dynamics that make up these transnational economies are not well understood and, importantly, go beyond issues of material flow.”
  • The paper relies on this without support.

    Until now there has been no systematic effort to think through the organisational and geographical structures of LiB production.

    “GPN has been successfully applied to other energy sectors, but until now there has been no systematic effort to think through the organisational and geographical structures of LiB production.”
3 of 3

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Citations

Cites

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Research works printed but not linked: 1

  1. Criekemans, 2018, Vol. 61

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Metadata

Authors
Bridge, G., & Faigen, E.
Affiliations
Durham University (GB)
Corresponding author
Bridge, Gavin
Venue
Energy Research & Social Science
Publisher
Elsevier BV
Published
2022-07
Volume
89
Pages
102659
ISSN
2214-6296 (ISSN-L)
OpenAlex
W4281620380
Cited by
223
References
106
Citations by year
2026: 54 · 2025: 66 · 2024: 63 · 2023: 37 · 2022: 3
FWCI
31.56
Type
journal article
Language
en
Open access
Locations
  • Energy Research & Social Science (publishedVersion, cc-by)
  • Durham Research Online (Durham University) (acceptedVersion, other-oa)
  • Durham Research Online (Durham University) (submittedVersion, cc-by)
Funders
UK Energy Research Centre (EP/S029575/1)
Topics
  • Social Sciences › Business, Management and Accounting › Strategy and Management › Global trade, sustainability, and social impact
  • Physical Sciences › Materials Science › Metals and Alloys › Extraction and Separation Processes
  • Physical Sciences › Engineering › Electrical and Electronic Engineering › Electric Vehicles and Infrastructure
Keywords
lithium-ion batteries, global production networks, electric vehicles, stationary energy storage, automotive industry, electric utilities, innovation strategy, role of the state, energy system transformation, energy geopolitics, battery supply chain, energy decarbonization

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