2030年可持续电池价值链的愿景（英文）

Insight ReportA Vision for a Sustainable Battery Value Chain in 2030Unlocking the Full Potential to Power Sustainable Development and Climate Change MitigationSeptember 2019 行业研究报告，服务于财经领域，整合发布高质量的财经相关领域精品资讯，提供各行业研究报告和干货。我们以微信公众号为基础，覆盖第三方平台为财经相关领域从业群体提供高质量的免费资讯信息服务。 我们的优势： 高质量的内容生产模式、多平台覆盖的整合营销服务、超百余万的高净值人群粉丝、专业、稳定的管理与团队。 旗下的矩阵号： 行业研究资本、行研资本、行研君、IPO智囊团、IPO最前沿、并购大讲堂、科创板的韭菜花、海外投资政策、海外置业政策、海外留学政策、海外留学、全球海外移民政策、番国志。 扫码关注公众号： 行研君 IPO最前沿 全球海外移民政策 报告索取请加：report08 商务合作请加：report998 World Economic Forum91-93 route de la CapiteCH-1223 Cologny/GenevaSwitzerlandTel.: +41 (0)22 869 1212Fax: +41 (0)22 786 2744Email: contact@weforum.orgwww.weforum.org© 2019 World Economic Forum. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, including photocopying and recording, or by any information storage and retrieval system. 3A Vision for a Sustainable Battery Value Chain in 2030: Unlocking the Full Potential to Power Sustainable Development and Climate Change MitigationPrefaceExecutive summaryThe 2030 vision: A world in which batteries power sustainable developmentNow is the time to change the trajectory of the value chainA set of levers to achieve the visionImmediate actions to shift the development of the battery value chain towards the target visionMethodologyChapter 1 – Batteries are a core technology to realize the energy transition and broaden energy access around the worldBattery demand is growing rapidlyBatteries are a key technology to achieve the Paris Agreement and support the UN SDGsBatteries enable the decarbonization of road transportBatteries facilitate the uptake of intermittent renewable energy sources by acting as a flexibility solutionBatteries enable decentralized energy solutions, driving access to reliable energy for off-grid communitiesChapter 2 – The base case: Scaling the battery value chain to meet a 14-fold growth in demand is a tremendous opportunity that comes with a variety of challengesLead-acid batteriesKey challenges for the battery value chainChallenge 1: Battery production has a significant GHG footprint Challenge 2: The battery value chain has significant social, environmental and integrity risks Challenge 3: The viability of battery-enabled applications is uncertain Now is the time to change the trajectory of the value chain Chapter 3 – The 2030 vision: A world in which batteries power sustainable development The 2030 vision: A world in which batteries power sustainable development A set of levers to achieve the vision Chapter 4 – Immediate actions are needed to shift the development of the battery value chain towards the target vision Circular value chain and connected business cases Sustainable business and technology Responsible and just value chain EndnotesBibliography Acronyms Acknowledgements56677810111112131415161719192122232424303636363638404344Contents 4A Vision for a Sustainable Battery Value Chain in 2030: Unlocking the Full Potential to Power Sustainable Development and Climate Change Mitigation 5A Vision for a Sustainable Battery Value Chain in 2030: Unlocking the Full Potential to Power Sustainable Development and Climate Change MitigationPrefaceThe need for urgent and more intensive actions against climate change is broadly recognized. In support of this agenda, this report presents a simple yet profound vision: a circular, responsible and just battery value chain is one of the major near-term drivers to realize the 2°C Paris Agreement goal in the transport and power sectors, setting course towards achieving the 1.5°C goal if complemented with other technologies and collaborative efforts.With the right conditions in place, batteries are a systemic enabler of a major shift to bring transportation and power to greenhouse gas neutrality by coupling both sectors for the first time in history and transforming renewable energy from an alternative source to a reliable base. According to this report, batteries could enable 30% of the required reductions in carbon emissions in the transport and power sectors, provide access to electricity to 600 million people who currently have no access, and create 10 million safe and sustainable jobs around the world.This report provides a quantified foundation for a vision about how batteries can contribute to sustainable development and climate change mitigation over the coming decade. The analysis underscores that this opportunity can only be achieved sustainably through a systemic approach across social, environmental and economic dimensions. It outlines key conditions and presents recommendations to realize this potential.Batteries can serve numerous purposes – if the expected scale up of the global battery demand by more than 19 times current levels over the next decade occurs sustainably. Indeed, although batteries are required to help tackle climate change, this cannot be achieved without a fundamental change in the way materials are sourced and this t