Cross-Border Ownership and Input Access: Evidence from the Lithium Supply Chain

Auteurs : Kei Irizawa

Soumis à arXiv le 05 Nov. 2026
Résumé scientifique

How does cross-border ownership shape the lithium supply chain? Using global data on mines and refineries, I estimate a model in which ownership can lower refiners' effective ore costs, encourage mines to restrict spot sales, and soften competition. To study these effects, I examine policies motivated by national security concerns about reliable access to critical mineral inputs: divestiture of Chinese stakes in overseas producers and a ban on ore exports to China. Divestiture increases spot ore supply but leaves lithium output nearly unchanged, while continued trade preserves Chinese access to ore. The export ban reduces global lithium supply because refining capacity elsewhere cannot fully replace lost Chinese production. Ownership transfers do not reserve ore for domestic production; restricting Chinese access imposes a substantial supply cost at existing capacities.

Les articles autour de lui, par date et par proximité

Plus haut, c’est plus proche de cet article ; à gauche, c’est plus ancien. Les traits relient les articles proches entre eux : les groupes de traits sont des sous-thèmes. Sélectionnez un point pour voir pourquoi il est là. Retour au résumé de cet article

Les articles les plus proches Les travaux antérieurs sur lesquels il s’appuie Les articles qui le citent

Les articles autour de celui-ci

Classés selon la proximité de leur titre et de leur résumé avec ceux de cet article. Sélectionnez-en pour les lire ensemble.

Les articles les plus proches

  1. Proche Autre approche du problème
    Passive Partial Forward Ownership and Strategic Trade Policy in Vertically Related Industries
    Yun-Rui Li, Chien-Hui Lee, J. Lee et al. · 2026 · Games · Pas encore résumé

    « Passive Partial Forward Ownership » modélise l’effet des participations verticales sur les prix des intrants et la production, comme l’étude du lithium, mais dans deux chaînes concurrentes.

    Résumé scientifique

    Forward ownership allows upstream suppliers to internalize part of downstream profit, but its implications for strategic trade policy under competition between independent supply chains remain unclear. This paper develops a three-stage third-market model with two exclusive vertical supply chains whose upstream suppliers are located in the Rest of the World. Solving the model for general passive ownership shares, we compare no ownership (NN), unilateral ownership (YN), and bilateral ownership (YY). Within the maintained interior region, forward ownership lowers intermediate-input prices, mitigates double marginalization, and increases aggregate output; bilateral ownership produces the lowest …

  2. Apparenté Contexte plus large
    Shared Stakes, Shared Brains: Common Ownership and Inventor Mobility Along Supply Chains
    Kai Wang, Yu-Chen Yin, Li-Hong Wang · 2026 · Corporate governance: An International Review · Pas encore résumé

    « Shared Stakes, Shared Brains » étudie comment les participations communes influencent la mobilité des inventeurs entre fournisseurs et clients, plutôt que l’accès au minerai.

    Résumé scientifique

    This study investigates the influence of common ownership on inventor mobility along supply chains and examines its role in shaping the interfirm governance conditions for human‐capital reallocation within portfolios. Using Chinese listed supplier–customer pairs from 2012 to 2023, we find that inventors are more likely to move along supply chains when common owners hold larger stakes in both suppliers and customers. Through mechanism tests, we reveal that common owners increase the likelihood of such flows by facilitating collaboration and information exchange. This effect is more evident when common owners are long‐term, institutional, or state‐owned, and when supply chains have a weaker co…

  3. Apparenté Contexte plus large
    Reverse Mixed-Ownership Reform and Corporate Carbon Information Disclosure Quality: Evidence from China
    Bin-Qing Xie · 2026 · Advances in Economics, Management and Political Sciences · Pas encore résumé

    « Reverse Mixed-Ownership Reform » examine l’effet de participations publiques sur la divulgation carbone des entreprises chinoises, non sur l’approvisionnement en lithium.

    Résumé scientifique

    Using Chinese A-share private firms observed from 2015 to 2021, this study asks whether reverse mixed-ownership reform changes the quality of corporate carbon information disclosure. The reform is measured as the entry of state-backed equity, while disclosure quality is assessed through computational text analysis of CSR and sustainability reports. The estimates indicate a positive and statistically significant association: firms receiving state capital report carbon information more fully. The result survives the endogeneity treatment and the additional robustness checks. The cross-sectional evidence further shows that the association is stronger where government intervention is greater, am…

  4. Apparenté Contexte plus large
    The Impact of Cross-Border Data Regulation on the Resilience of China’s Industrial and Supply Chains
    Huan Yu, Yan-Ning Jin, Yao Li · 2026 · Academic Journal of Management and Social Sciences · Pas encore résumé

    « The Impact of Cross-Border Data Regulation » analyse la réglementation des flux de données transfrontaliers et la résilience des chaînes industrielles chinoises, plutôt que les participations minières.

    Résumé scientifique

    Digital transformation has created huge economic benefits for cross-border data flow around the world, but it has also caused real problems such as violating privacy and leaking business secrets. For China, how to manage data well and maintain the stability of the industrial supply chain is a difficult policy problem in the negotiation of international rules. This article analyzes two opposite effects of cross-border data regulation. On the one hand, strict regulatory review and uncertain policy results will increase the compliance burden of enterprises. This will lead to the interruption of information exchange in the supply chain, which will weaken the ability of the supply chain to recove…

  5. Apparenté Contexte plus large
    Market Power in Foreign Input Markets: Evidence From Chinese Manufacturing Firms
    Wen-Xiao Dong, Long-Fei Guo, Xin-Hao Wang · 2026 · World Economics · Pas encore résumé

    « Market Power in Foreign Input Markets » mesure le pouvoir d’achat de fabricants chinois auprès de fournisseurs étrangers, tandis que l’étude du lithium porte sur la propriété et l’accès au minerai.

    Résumé scientifique

    Large manufacturers may obtain better terms from foreign suppliers when they account for an important share of demand. We study this buyer power using matched customs and production data for Chinese manufacturing firms from 2000 to 2007. Measuring buyer power for each imported product and source country reveals substantial differences across firms that aggregate input measures conceal. Pure processing‐trade firms have higher average buyer power, whereas pure ordinary‐trade firms experience larger increases over time. Within firms, buyer power is higher when processing trade accounts for a larger share of imports and when input tariffs are lower. Together, these patterns connect firms' purcha…

  6. Apparenté Autre approche du problème
    Backward Partial Vertical Ownership for Supply Reliability Under Disruption Risk
    B. Gong, Xiao-Bing Liu, Yan-Lei Guo · 2026 · Systems · Pas encore résumé

    « Backward Partial Vertical Ownership » modélise la propriété partielle comme moyen d’améliorer la fiabilité des livraisons, tandis que l’étude du lithium évalue l’accès aux intrants et la production.

    Résumé scientifique

    Supply disruption management requires not only operational risk mitigation but also sustained incentives for upstream reliability investment. This study examines whether backward partial vertical ownership can improve delivery reliability when a dominant retailer procures from a manufacturer whose reliability-enhancing effort is costly. We develop a retailer-led Stackelberg model and compare a linear-procurement no-ownership benchmark with a backward-ownership structure in which the retailer obtains a proportional residual claim without direct operational control. The results show that ownership allows part of the upstream return generated by procurement support to flow back to the retailer,…

  7. Apparenté Même question
    Does Nuclear Energy Technology Innovation Enhance Uranium Supply Chain Security? Evidence on Domestic Gains and Cross-Border Risks
    Chao Li, Zi-Qi Cheng, Yu-Qiong Li · 2026 · Energies · Pas encore résumé

    « Does Nuclear Energy Technology Innovation Enhance Uranium Supply Chain Security? » étudie la sécurité d’approvisionnement en minerai par la production nationale, les participations à l’étranger et le commerce.

    Résumé scientifique

    The global revival of nuclear power raises questions about whether nuclear energy technology innovation strengthens uranium supply chain security. Using a panel of 42 nuclear-related countries and regions from 2007 to 2025, this study constructs a 16-indicator security index covering domestic production and supply, overseas equity resources, domestic resource reserves, and international trade, and measures nuclear energy technology innovation using lagged forward citations to nuclear patents. The results show that innovation significantly improves domestic uranium supply chain security (the baseline coefficient is 0.011, equivalent to about 8.3% of the sample mean). Mediation analysis identi…

  8. Apparenté Contexte plus large
    Trade Intermediation and Resilience in Global Sourcing
    Oscar Perelló · 2026 · CESifo working papers · Pas encore résumé

    « Trade Intermediation and Resilience in Global Sourcing » étudie comment les intermédiaires sécurisent l’accès des producteurs aux intrants, mais sans analyser les participations transfrontalières.

    Résumé scientifique

    I study the role of trade intermediaries in mitigating supply chain risk. Chilean intermediated imports rise and fewer firms import directly when origin-product risk increases. Firm-to-firm transactions reveal that intermediaries maintain larger and more stable supplier networks, while only larger producers diversify suppliers. I rationalize firms’ sourcing strategies in a model with matching costs and insecure supplier links. Intermediation lowers expected input costs despite brokerage fees, allowing producers to secure inputs without diversifying themselves. A 10 percent increase in global risk lowers operating profits by 3.5 percent and raises consumer prices by 0.9 percent. These losses …

Comment ces articles sont-ils trouvés ?

Nous comparons le titre et le résumé de cet article avec ceux de tous les articles résumés sur ce site, et avec les articles que Semantic Scholar recommande, ceux qu’il cite et ceux qui le citent (pour un article très cité, ses citations les plus récentes et, depuis OpenAlex, les plus citées). Parmi les travaux antérieurs et les suites, les articles qui s’utilisent en profondeur, une méthode qu’il utilise et les suites très citées remontent un peu. Les niveaux (très proche, proche, apparenté) viennent de la similarité des textes, pas d’un jugement de qualité ; * signale un article sans résumé, comparé par son titre. La phrase sous un article est écrite par une IA à partir des deux résumés : vérifiez-la dans les articles. Un article jugé hors sujet par trois lecteurs quitte la liste.

Mis à jour le 9 novembre 2026.