世界经济论坛-2030年可持续电池价值链的愿景（英文）-2019.9-52页_16mb

Summary of "A Vision for a Sustainable Battery Value Chain in 2030"

Core Content

This report outlines a comprehensive vision for a sustainable battery value chain by 2030, emphasizing its role in achieving the Paris Agreement goals and supporting the UN Sustainable Development Goals (SDGs). It highlights the need for a systemic, circular, and responsible approach to battery development, production, and use to ensure environmental, social, and economic sustainability.

Main Views and Key Information

The 2030 Vision

• Circular Battery Value Chain: A central component of the vision, aiming to reduce GHG intensity by 50% and enable net-zero emissions by 2050.
• Emission Reduction: Batteries are projected to avoid 0.4 GtCO₂ in transport and 2.2 GtCO₂ in the power sector, contributing to 30% of the required emission reductions by 2030.
• Job Creation and Economic Value: The vision includes creating 10 million safe and sustainable jobs and generating $150 billion in economic value by 2030.
• Energy Access: Batteries are expected to provide electricity access to 600 million people, reducing the electricity access gap by 70%.

Key Levers for Achieving the Vision

• Circular Economy Practices: Implementing a circular value chain through design for life extension, end-of-life treatment, and data sharing (e.g., battery passport).
• Smart Charging Solutions: Promoting V1G (Vehicle-to-Grid) and V2G (Vehicle-to-Home) technologies to reduce costs and enhance grid flexibility.
• Electric Shared Mobility: Scaling up shared and pooled electric mobility solutions to increase battery adoption and reduce overall demand.
• Sustainable Production: Transitioning to cleaner production methods using renewable energy, improving energy efficiency, and reducing waste.
• Responsible Sourcing: Ensuring ethical sourcing of materials, eliminating child and forced labor, and improving working conditions.
• GHG Disclosure: Implementing integrated GHG disclosure and emission regulations to track and reduce emissions across the value chain.

Immediate Actions

• Collaboration Across Stakeholders: Encouraging collaboration among companies, investors, policymakers, and civil society to shift the value chain towards sustainability.
• Regulatory Adjustments: Updating regulations to support battery-enabled renewables and incentivize sustainable practices.
• Investment and Infrastructure: Attracting investment and developing charging infrastructure to support the transition to electric mobility.
• Local Development Strategies: Supporting local communities through job creation, economic diversification, and access to energy.

Challenges and Opportunities

• Current Trajectory: If the battery value chain continues on its current path, it may not meet the Paris Agreement targets, especially the 1.5°C goal.
• GHG Footprint: Battery production currently has a significant GHG footprint, which needs to be reduced through sustainable practices.
• Social and Environmental Risks: The value chain faces risks related to human rights, environmental degradation, and lack of transparency.
• Opportunity: Scaling up battery production sustainably presents a tremendous opportunity to decarbonize transport and power sectors, enhance energy access, and create jobs.

Methodology

• The report is based on a three-step analytical approach:
  1. Base Case: Modeling current and future demand, emissions, and value flows.
  2. Target State: Identifying and simulating the impact of key levers on emissions and value creation.
  3. Feasibility and Risk Assessment: Conducting quality and feasibility tests on the scenarios developed, including social and environmental impact assessments.

Conclusion

• Batteries are a critical technology for the energy transition and achieving climate goals.
• A sustainable battery value chain can significantly reduce emissions, create jobs, and improve energy access.
• The vision requires immediate, coordinated actions across the value chain to ensure long-term benefits and avoid future environmental and social costs.

Key Figures

• Global Battery Demand: Expected to grow by 14 times from 2018 to 2030, reaching 2,600 GWh.
• Emission Reductions: 0.4 GtCO₂ in transport and 2.2 GtCO₂ in the power sector.
• Job Creation: 10 million jobs by 2030.
• Economic Value: $150 billion in economic value by 2030.
• Energy Access: 600 million people gaining access to electricity.

Authors and Contributors

• Martin Brudermuller: Chairman of the Board of Executives and Chief Technology Officer, BASF.
• Benedikt Sobotka: Chief Executive Officer, Eurasian Resources Group (ERG).
• Dominic Waughray: Managing Director, Head of the Centre for Global Public Goods, World Economic Forum.
• Contributors: McKinsey & Company and SYSTEMIQ provided analytical and circular economy support.

Call to Action

• The report calls for immediate and coordinated actions to shift the battery value chain towards sustainability.
• It encourages stakeholders to work together through initiatives like the Global Battery Alliance to achieve the vision.