IDEAS home Printed from https://ideas.repec.org/a/eee/jrpoli/v99y2024ics0301420724007487.html
   My bibliography  Save this article

Evolutionary characteristics and structural dependence determinants of global lithium trade network: An industry chain perspective

Author

Listed:
  • Li, Yonglin
  • Zuo, Zhili
  • Cheng, Jinhua
  • Xu, Deyi

Abstract

As a globally emerging critical mineral, lithium is increasingly prominent in international trade, emphasizing the importance for energy transition and industrial structure upgrading to understand the evolution and formation of the global lithium trade networks (GLTN). From the perspective of industry chain, this paper uses complex network theory to construct GLTN for 2000–2021, investigates the determinants of network structure dependence through an exponential random graph model (ERGM), for analyzing the evolutionary characteristics and formation mechanisms of trade networks in both the holistic and local dimensions. The results show that, firstly, GLTN exhibits the overall characteristics of a "sparse upstream and tight midstream and downstream" network. The downstream exhibits a distinctive small-world network feature. China, the United States and Europe are the most active countries and regions in GLTN, covering the whole industry chains. Second, endogenous structure, node attributes and exogenous network effects all exert an influence on network structure. Regarding the impact of network structural dependence, lithium trade has transitivity effect, connectivity effect, and popularity effect. Third, the shocks of COVID-19 cut off the transitivity effect formed by indirect dependencies to the downstream industry chain first, resulting in a high network volatility. There is a strong heterogeneity in the network structural dependency for the industry chain.

Suggested Citation

  • Li, Yonglin & Zuo, Zhili & Cheng, Jinhua & Xu, Deyi, 2024. "Evolutionary characteristics and structural dependence determinants of global lithium trade network: An industry chain perspective," Resources Policy, Elsevier, vol. 99(C).
  • Handle: RePEc:eee:jrpoli:v:99:y:2024:i:c:s0301420724007487
    DOI: 10.1016/j.resourpol.2024.105381
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S0301420724007487
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.resourpol.2024.105381?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. Xu, Helian & Feng, Lianyue & Wu, Gang & Zhang, Qi, 2021. "Evolution of structural properties and its determinants of global waste paper trade network based on temporal exponential random graph models," Renewable and Sustainable Energy Reviews, Elsevier, vol. 149(C).
    2. Stefano Schiavo & Javier Reyes & Giorgio Fagiolo, 2010. "International trade and financial integration: a weighted network analysis," Quantitative Finance, Taylor & Francis Journals, vol. 10(4), pages 389-399.
    3. Vasco M. Carvalho, 2014. "From Micro to Macro via Production Networks," Journal of Economic Perspectives, American Economic Association, vol. 28(4), pages 23-48, Fall.
    4. Chen, Jinyu & Luo, Qian & Sun, Xin & Zhang, Zitao & Dong, Xuesong, 2023. "The impact of renewable energy consumption on lithium trade patterns: An industrial chain perspective," Resources Policy, Elsevier, vol. 85(PA).
    5. Jing Xie & Yi-Chun Lu, 2020. "A retrospective on lithium-ion batteries," Nature Communications, Nature, vol. 11(1), pages 1-4, December.
    6. Li, Yonglin & Zuo, Zhili & Cheng, Yue & Cheng, Jinhua & Xu, Deyi, 2023. "Towards a decoupling between regional economic growth and CO2 emissions in China's mining industry: A comprehensive decomposition framework," Resources Policy, Elsevier, vol. 80(C).
    7. Treb Allen & Costas Arkolakis, 2014. "Trade and the Topography of the Spatial Economy," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 129(3), pages 1085-1140.
    8. Miedema, Jan H. & Moll, Henri C., 2013. "Lithium availability in the EU27 for battery-driven vehicles: The impact of recycling and substitution on the confrontation between supply and demand until2050," Resources Policy, Elsevier, vol. 38(2), pages 204-211.
    9. Hunter, David R. & Handcock, Mark S. & Butts, Carter T. & Goodreau, Steven M. & Morris, Martina, 2008. "ergm: A Package to Fit, Simulate and Diagnose Exponential-Family Models for Networks," Journal of Statistical Software, Foundation for Open Access Statistics, vol. 24(i03).
    10. Fink, Carsten & Mattoo, Aaditya & Neagu, Ileana Cristina, 2005. "Assessing the impact of communication costs on international trade," Journal of International Economics, Elsevier, vol. 67(2), pages 428-445, December.
    11. Shao, Liuguo & Kou, Wenwen & Zhang, Hua, 2022. "The evolution of the global cobalt and lithium trade pattern and the impacts of the low-cobalt technology of lithium batteries based on multiplex network," Resources Policy, Elsevier, vol. 76(C).
    12. Roberto Basile & Pasquale Commendatore & Luca De Benedictis & Ingrid Kubin, 2018. "The impact of trade costs on the European Regional Trade Network: An empirical and theoretical analysis," Review of International Economics, Wiley Blackwell, vol. 26(3), pages 578-609, August.
    13. Zeng, Xianlai & Li, Jinhui, 2013. "Implications for the carrying capacity of lithium reserve in China," Resources, Conservation & Recycling, Elsevier, vol. 80(C), pages 58-63.
    14. De Benedictis Luca & Nenci Silvia & Santoni Gianluca & Tajoli Lucia & Vicarelli Claudio, 2014. "Network Analysis of World Trade using the BACI-CEPII Dataset," Global Economy Journal, De Gruyter, vol. 14(3-4), pages 287-343, October.
    15. Burak Korkusuz & David G. McMillan & Dimos Kambouroudis, 2023. "Complex network analysis of volatility spillovers between global financial indicators and G20 stock markets," Empirical Economics, Springer, vol. 64(4), pages 1517-1537, April.
    16. Gao, Cuixia & Sun, Mei & Shen, Bo, 2015. "Features and evolution of international fossil energy trade relationships: A weighted multilayer network analysis," Applied Energy, Elsevier, vol. 156(C), pages 542-554.
    17. Johannes Pol, 2019. "Introduction to Network Modeling Using Exponential Random Graph Models (ERGM): Theory and an Application Using R-Project," Computational Economics, Springer;Society for Computational Economics, vol. 54(3), pages 845-875, October.
    18. Lan Yang & Yutao Wang & Ranran Wang & Jiří Jaromír Klemeš & Cecília Maria Villas Bôas de Almeida & Mingzhou Jin & Xinzhu Zheng & Yuanbo Qiao, 2020. "Environmental-social-economic footprints of consumption and trade in the Asia-Pacific region," Nature Communications, Nature, vol. 11(1), pages 1-9, December.
    19. Ren, Bo & Li, Huajiao & Shi, Jianglan & Liu, Yanxin & Qi, Yajie, 2022. "Identifying the key sectors and paths of the embodied energy in BRICS nations: A weighted multilayer network approach," Energy, Elsevier, vol. 239(PB).
    20. Guo, Yaoqi & Li, Yingli & Liu, Yongheng & Zhang, Hongwei, 2023. "The impact of geopolitical relations on the evolution of cobalt trade network from the perspective of industrial chain," Resources Policy, Elsevier, vol. 85(PA).
    21. Li, Jiaman & Dong, Xiucheng & Jiang, Qingzhe & Dong, Kangyin & Liu, Guixian, 2021. "Natural gas trade network of countries and regions along the belt and road: Where to go in the future?," Resources Policy, Elsevier, vol. 71(C).
    22. Guo, Yaoqi & Zheng, Ru & Zhang, Hongwei, 2023. "Tantalum trade structural dependencies are what we need: A perspective on the industrial chain," Resources Policy, Elsevier, vol. 82(C).
    23. Hao, Hongchang & Xing, Wanli & Wang, Anjian & Song, Hao & Han, Yawen & Zhao, Pei & Xie, Ziqi & Chen, Xuemei, 2022. "Multi-layer networks research on analyzing supply risk transmission of lithium industry chain," Resources Policy, Elsevier, vol. 79(C).
    24. Ziemann, Saskia & Weil, Marcel & Schebek, Liselotte, 2012. "Tracing the fate of lithium––The development of a material flow model," Resources, Conservation & Recycling, Elsevier, vol. 63(C), pages 26-34.
    25. Shao, Liuguo & Hu, Jianying & Zhang, Hua, 2021. "Evolution of global lithium competition network pattern and its influence factors," Resources Policy, Elsevier, vol. 74(C).
    26. Zuo, Zhili & McLellan, Benjamin Craig & Li, Yonglin & Guo, Haixiang & Cheng, Jinhua, 2022. "Evolution and insights into the network and pattern of the rare earths trade from an industry chain perspective," Resources Policy, Elsevier, vol. 78(C).
    27. Häntsch, Marius & Huchzermeier, Arnd, 2016. "Transparency of risk for global and complex network decisions in the automotive industry," International Journal of Production Economics, Elsevier, vol. 175(C), pages 81-95.
    28. Yang, Ping & Gao, Xiangyun & Zhao, Yiran & Jia, Nanfei & Dong, Xiaojuan, 2021. "Lithium resource allocation optimization of the lithium trading network based on material flow," Resources Policy, Elsevier, vol. 74(C).
    29. Sun, Xin & Hao, Han & Zhao, Fuquan & Liu, Zongwei, 2017. "Tracing global lithium flow: A trade-linked material flow analysis," Resources, Conservation & Recycling, Elsevier, vol. 124(C), pages 50-61.
    30. Hu, Xiaoqian & Wang, Chao & Lim, Ming K. & Chen, Wei-Qiang & Teng, Limin & Wang, Peng & Wang, Heming & Zhang, Chao & Yao, Cuiyou & Ghadimi, Pezhman, 2023. "Critical systemic risk sources in global lithium-ion battery supply networks: Static and dynamic network perspectives," Renewable and Sustainable Energy Reviews, Elsevier, vol. 173(C).
    31. Zhang, Hongwei & Wang, Ying & Yang, Cai & Guo, Yaoqi, 2021. "The impact of country risk on energy trade patterns based on complex network and panel regression analyses," Energy, Elsevier, vol. 222(C).
    32. Hao, Han & Liu, Zongwei & Zhao, Fuquan & Geng, Yong & Sarkis, Joseph, 2017. "Material flow analysis of lithium in China," Resources Policy, Elsevier, vol. 51(C), pages 100-106.
    33. Chen, Guang & Kong, Rui & Wang, Yixin, 2020. "Research on the evolution of lithium trade communities based on the complex network," Physica A: Statistical Mechanics and its Applications, Elsevier, vol. 540(C).
    34. Zhengqi Pan, 2018. "Varieties Of Intergovernmental Organization Memberships And Structural Effects In The World Trade Network," Advances in Complex Systems (ACS), World Scientific Publishing Co. Pte. Ltd., vol. 21(02), pages 1-30, March.
    35. Sun, Xiaoqi & An, Haizhong & Gao, Xiangyun & Jia, Xiaoliang & Liu, Xiaojia, 2016. "Indirect energy flow between industrial sectors in China: A complex network approach," Energy, Elsevier, vol. 94(C), pages 195-205.
    36. Tian, Xu & Geng, Yong & Sarkis, Joseph & Gao, Cuixia & Sun, Xin & Micic, Tatyana & Hao, Han & Wang, Xin, 2021. "Features of critical resource trade networks of lithium-ion batteries," Resources Policy, Elsevier, vol. 73(C).
    37. Guo, Yaoqi & Zhao, Boya & Zhang, Hongwei, 2023. "The impact of the Belt and Road Initiative on the natural gas trade: A network structure dependence perspective," Energy, Elsevier, vol. 263(PD).
    38. Stanley Wasserman & Philippa Pattison, 1996. "Logit models and logistic regressions for social networks: I. An introduction to Markov graphs andp," Psychometrika, Springer;The Psychometric Society, vol. 61(3), pages 401-425, September.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Chen, Jinyu & Luo, Qian & Sun, Xin & Zhang, Zitao & Dong, Xuesong, 2023. "The impact of renewable energy consumption on lithium trade patterns: An industrial chain perspective," Resources Policy, Elsevier, vol. 85(PA).
    2. Jin, Pengfei & Wang, Saige & Meng, Zheng & Chen, Bin, 2023. "China's lithium supply chains: Network evolution and resilience assessment," Resources Policy, Elsevier, vol. 87(PB).
    3. Hao, Hongchang & Ma, Zhe & Wang, Anjian & Xing, Wanli & Song, Hao & Zhao, Pei & Wei, Jiangqiao & Zheng, Shuxian, 2023. "Modeling and assessing the robustness of the lithium global trade system against cascading failures," Resources Policy, Elsevier, vol. 85(PB).
    4. Zhang, Hongwei & Cao, Hualin & Guo, Yaoqi, 2024. "The time-varying impact of geopolitical relations on rare earth trade networks: What is the role of China's rare earth export restrictions?," Technological Forecasting and Social Change, Elsevier, vol. 206(C).
    5. Shao, Liuguo & Kou, Wenwen & Zhang, Hua, 2022. "The evolution of the global cobalt and lithium trade pattern and the impacts of the low-cobalt technology of lithium batteries based on multiplex network," Resources Policy, Elsevier, vol. 76(C).
    6. Guo, Yaoqi & Zhao, Boya & Zhang, Hongwei, 2023. "The impact of the Belt and Road Initiative on the natural gas trade: A network structure dependence perspective," Energy, Elsevier, vol. 263(PD).
    7. Zhao, Guimei & Li, Wenxiu & Geng, Yong & Bleischwitz, Raimund, 2023. "Uncovering the features of global antimony resource trade network," Resources Policy, Elsevier, vol. 85(PA).
    8. Xia, Qifan & Du, Debin & Yu, Zihao & Li, Xiya & Zhang, Qiang, 2024. "Coins have both sides: Revealing the structure and pattern of global interdependence network for five critical metals," Resources Policy, Elsevier, vol. 88(C).
    9. Hao, Hongchang & Xing, Wanli & Wang, Anjian & Song, Hao & Han, Yawen & Zhao, Pei & Xie, Ziqi & Chen, Xuemei, 2022. "Multi-layer networks research on analyzing supply risk transmission of lithium industry chain," Resources Policy, Elsevier, vol. 79(C).
    10. Sun, Xin & Jiao, Yang & Hao, Han & Liu, Zongwei & Zhao, Fuquan, 2024. "Physical and monetary characterization of global nickel flow network," Resources Policy, Elsevier, vol. 94(C).
    11. Yu, Yu & Ma, Daipeng & Zhu, Weiwei, 2023. "Resilience assessment of international cobalt trade network," Resources Policy, Elsevier, vol. 83(C).
    12. Sun, Xin & Hao, Han & Zhao, Fuquan & Liu, Zongwei, 2017. "Tracing global lithium flow: A trade-linked material flow analysis," Resources, Conservation & Recycling, Elsevier, vol. 124(C), pages 50-61.
    13. Yingnan Cong & Yufei Hou & Jiaming Jiang & Shuangzi Chen & Xiaojing Cai, 2023. "Features and Evolution of Global Energy Trade Patterns from the Perspective of Complex Networks," Energies, MDPI, vol. 16(15), pages 1-17, July.
    14. Li, Yingli & Huang, Jianbai & Zeng, Anqi & Zhang, Hongwei, 2024. "Trade risk transmission of global cobalt industrial chain based on multi-layer network," Resources Policy, Elsevier, vol. 98(C).
    15. Zuo, Zhili & McLellan, Benjamin Craig & Li, Yonglin & Guo, Haixiang & Cheng, Jinhua, 2022. "Evolution and insights into the network and pattern of the rare earths trade from an industry chain perspective," Resources Policy, Elsevier, vol. 78(C).
    16. Guo, Yaoqi & Zheng, Ru & Zhang, Hongwei, 2023. "Tantalum trade structural dependencies are what we need: A perspective on the industrial chain," Resources Policy, Elsevier, vol. 82(C).
    17. Tang, Qianyong & Li, Huajiao & Qi, Yajie & Li, Yang & Liu, Haiping & Wang, Xingxing, 2023. "The reliability of the trade dependence network in the tungsten industry chain based on percolation," Resources Policy, Elsevier, vol. 82(C).
    18. Sun, Han & Yuan, Ziyi & Wang, Xiaoxue & Chen, Lu & Zha, Zhiyun, 2025. "The security evaluation of nickel industrial and supply chains based on the NDEA window model," Resources Policy, Elsevier, vol. 100(C).
    19. Yang, Ping & Gao, Xiangyun & Zhao, Yiran & Jia, Nanfei & Dong, Xiaojuan, 2021. "Lithium resource allocation optimization of the lithium trading network based on material flow," Resources Policy, Elsevier, vol. 74(C).
    20. Guo, Yaoqi & Li, Yingli & Liu, Yongheng & Zhang, Hongwei, 2023. "The impact of geopolitical relations on the evolution of cobalt trade network from the perspective of industrial chain," Resources Policy, Elsevier, vol. 85(PA).

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:jrpoli:v:99:y:2024:i:c:s0301420724007487. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: http://www.elsevier.com/locate/inca/30467 .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.