WEF_A_Vision_for_a_Sustainable_Battery_Value_Chain_in_2030_Report.pdf

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Insight Report
A Vision for a Sustainable
Battery Value Chain in 2030
Unlocking the Full Potential
to Power Sustainable
Development and Climate
Change Mitigation
September 2019
World Economic Forum
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Switzerland
Tel.: +41 (0)22 869 1212
Fax: +41 (0)22 786 2744
Email: contact@weforum.org
www.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.
Contents
Preface
Executive summary
The 2030 vision: A world in which batteries power sustainable development
Now is the time to change the trajectory of the value chain
A set of levers to achieve the vision
Immediate actions to shift the development of the battery value chain towards the target vision
Methodology
Chapter 1 – Batteries are a core technology to realize the energy transition and broaden energy
access around the world
Battery demand is growing rapidly
Batteries are a key technology to achieve the Paris Agreement and support the UN SDGs
Batteries enable the decarbonization of road transport
Batteries facilitate the uptake of intermittent renewable energy sources by acting as a flexibility
solution
Batteries enable decentralized energy solutions, driving access to reliable energy for off-grid
communities
Chapter 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 challenges
Lead-acid batteries
Key challenges for the battery value chain
Challenge 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
Endnotes
Bibliography
Acronyms
Acknowledgements
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A Vision for a Sustainable Battery Value Chain in 2030: Unlocking the Full Potential to Power Sustainable Development and Climate Change Mitigation
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A Vision for a Sustainable Battery Value Chain in 2030: Unlocking the Full Potential to Power Sustainable Development and Climate Change Mitigation
Preface
Martin
Brudermüller,
Chairman of
the Board
of Executive
Directors and
Chief Technology
Officer, BASF,
Germany
The 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 technology is produced and used.
These challenges can only be addressed in collaborative efforts along the value chain. The Global
Battery Alliance seeks to offer a platform to enable this collaboration. As a unique public-private
partnership with over 60 member organizations, it was initiated by the World Economic Forum in 2017
with the aim to transform the value chain towards powering sustainable development and climate
change mitigation.
This analytical report is a product of the Global Battery Alliance. The alliance will now determine how
it can commit to actions to realize this vision of a sustainable battery value chain, in partnership with
other stakeholders.
The World Economic Forum and the Global Battery Alliance are grateful for the many insights from
Global Battery Alliance members and other report contributors. Analytical support was provided by
McKinsey & Company, with additional work carried out on circular economy dimensions by SYSTEMIQ.
We hope you will find this work informative and invite you to become an active part of this important
endeavour.
Benedikt
Sobotka,
Chief Executive
Officer, Eurasian
Resources
Group (ERG),
Luxembourg
Dominic
Waughray,
Managing
Director, Head
of the Centre for
Global Public
Goods, World
Economic Forum
A Vision for a Sustainable Battery Value Chain in 2030: Unlocking the Full Potential to Power Sustainable Development and Climate Change Mitigation
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