Assessment of Sustainability and Risk Management of New Energy Vehicle Batteries
- DOI
- 10.2991/978-94-6463-874-5_63How to use a DOI?
- Keywords
- Electric Vehicle Battery; Lithium; Supply Chain; Geopolitics; Homogeneous Competition
- Abstract
The global electric vehicle battery (EVB) industry is undergoing significant transformation amid geopolitical tensions, technological competition, and supply chain restructuring. This paper examines the sustainability and risk management strategies of Chinese and U.S. power battery enterprises, focusing on factors driving supply chain adjustments, enterprise competitiveness, industry risks, and mitigation approaches. Key drivers include geopolitical policies (the U.S. IRA vs China’s industrial plans), market demands for high-energy-density and low-cost batteries, and divergent technological pathways (solid-state batteries in the U.S. vs. lithiumion dominance in China). Risks such as lithium resource volatility, homogeneous competition, and ESG-related challenges like the “Battery Passport” are analyzed. The study predicts a “dual-track system,” where China leads in low-cost production and scale, while the U.S., Europe, and Japan compete in high-end innovation. Findings emphasize the necessity of diversified supply chains, technological innovation, and international collaboration to stabilize the global EV battery ecosystem amidst geopolitical fragmentation.
- Copyright
- © 2025 The Author(s)
- Open Access
- Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.
Cite this article
TY - CONF AU - Yujia Liu PY - 2025 DA - 2025/11/03 TI - Assessment of Sustainability and Risk Management of New Energy Vehicle Batteries BT - Proceedings of the 2025 International Conference on Financial Innovation and Marketing Management (FIMM 2025) PB - Atlantis Press SP - 535 EP - 544 SN - 2352-5428 UR - https://doi.org/10.2991/978-94-6463-874-5_63 DO - 10.2991/978-94-6463-874-5_63 ID - Liu2025 ER -