Análisis de la competitividad de Chile en el mercado mundial del litio
Analysis of Chile’s competitiveness in the world lithium market
DOI:
https://doi.org/10.15446/cuad.econ.v43n92.103077Palabras clave:
ventaja comparativa revelada (VCR), participación constante de mercado (CMS), eficiencia exportadora, Chile, Litio. (es)Revealed comparative advantage (RCA); constant market share (CMS); export efficiency; Chile; Lithium (en)
Descargas
En este artículo se analiza el mercado mundial del carbonato de litio y del óxido de litio en el período 2010-2019, y se establecen comparaciones entre Chile y los principales exportadores de este producto. Para ello, se utilizan indicadores de competitividad, participación constante de mercado y ventaja comparativa revelada. Se determina así que Chile, a pesar del incremento de sus exportaciones, está perdiendo competitividad en los principales mercados. Por tanto, para enfrentar los incrementos futuros en la demanda del mineral, es recomendable acelerar la implementación de políticas que faciliten la explotación y estimulen la participación de las empresas en un mercado más abierto, transparente y competitivo.
The global market for lithium carbonate and lithium oxide is analysed for the period 2010-2019, establishing comparisons between Chile and the main exporters of this product. For this purpose, the indicators of competitiveness, Constant Market Share and Revealed Comparative Advantage are used. It was determined that Chile, despite the increase of its exports, is losing competitiveness in the main markets. Therefore, to face future increases in the demand for the mineral, it is advisable to accelerate the implementation of policies that facilitate the exploitation and stimulate the participation of companies in a more open, transparent and competitive market.
Referencias
Abdul, M., Qayyum, U., Khan, S., & Ngozi Adeleye, B. (2022). Who is trading well with China? A gravity and constant market share analysis of exports of Pakistan and ASEAN in the Chinese market. Journal of Asian and African Studies, 57(6), 1089-1108. https://doi.org/10.1177/00219096211045098
Ahmadi-Esfahani, F. Z. (1995). Wheat market shares in the presence of Japanese import quotas. Journal of Policy Modeling, 17(3), 315-323. https://doi.org/10.1016/0161-8938(94)00036-F
Barandiarán, J. (2019). Lithium and development imaginaries in Chile, Argentina and Bolivia. World Development, 113, 381-391. https://doi.org/10.1016/j.worlddev.2018.09.019
Baycan, N., & Zengin, T. O. (2021). Determination of carbon footprint of automobile origin in Izmir City. IOP Conference Series: Earth and Environmental Science, 642(1). https://doi.org/10.1088/1755-1315/642/1/012015
Blomgren, G. E. (2017). The development and future of lithium ion batteries. Journal of The Electrochemical Society, 164(1), 5019-5025. https://doi.org/10.1149/2.0251701jes
Calisaya-Azpilcueta, D., Herrera-Leon, S., & Cisternas, L. A. (2020). Current and future global lithium production till 2025. The Open Chemical Engineering Journal, 14(1), 36-51. https://doi.org/10.2174/1874123102014010036
Chong, G., Demergasso, C., Urrutia Meza, J., & Vargas A., M. (2020). El Dominio Salino del norte de Chile y sus yacimientos de minerales industriales. Boletín de La Sociedad Geológica Mexicana, 72(3), 1-53. https://doi.org/10.18268/bsgm2020v72n3a020720
Cochilco. (2021). El mercado de litio-Desarrollo reciente y proyecciones al 2030. Comisión Chilena del Cobre, 1-44.
Elsalih, O., Sertoglu, K., & Besim, M. (2021). Determinants of comparative advantage of crude oil production: Evidence from OPEC and nonOPEC countries. International Journal of Finance & Economics, 26(3), 3972-3983. https://doi.org/10.1002/IJFE.1999
Escalante, D., Jeri, Y., Apolinario, R., Roque, R., & Venegas, P. (2022). Un estudio de la competitividad exportadora de los principales productos mineros peruanos (2010-2019). Revista de Metodos Cuantitativos para la Economia y la Empresa, 33(33), 264-284. https://doi.org/10.46661/REVMETODOSCUANTECONEMPRESA.5939
Esposto, A., & Pereyra, R. (2013). Actual and potential trade flows between Australia and Latin America. Economic Papers: A Journal of Applied Economics and Policy, 32(4), 477-495. https://doi.org/10.1111/1759-3441.12052
Etemadi, M., Kenis, P., Ashtarian, K., Abolghasem Gorji, H., & Mohammadi Kangarani, H. (2021). Network governance theory as basic pattern for promoting financial support system of the poor in Iranian health system. BMC Health Services Research, 21(1), 1-11. https://doi.org/10.1186/s12913-021-06581-3
Feitó, D., & Portal, M. (2013). La competitividad en las exportaciones de papaya de México: un análisis cuantitativo. Revista de Análisis de Economía, Comercio y Negocios Internacional, 7(2), 27-54. http:// publicaciones.eco.uaslp.mx/VOL12/Paper02-7(2).PDF 14. Flexer, V., Baspineiro, C. F., & Galli, C. I. (2018). Lithium recovery from brines: A vital raw material for green energies with a potential environmental impact in its mining and processing. Science of the Total Environment, 1188-1204. https://doi.org/10.1016/j.scitotenv.2018.05.223
Garcés, I., & Alvarez, G. (2020). Water mining and extractivism of the Salar de Atacama, Chile. WIT Transactions on Ecology and the Environment, 245, 189-199. https://doi.org/10.2495/EID200181
Gil-Alana, L. A., & Monge, M. (2019). Lithium: Production and estimated consumption. Evidence of persistence. Resources Policy, 60, 198-202. https://doi.org/10.1016/j.resourpol.2019.01.006
Gobierno de Chile. (2023). Estrategia Nacional del Litio, por Chile y su Gente. Gobierno de Chile, 35. https://www.gob.cl/litioporchile/
Guevara-Ramírez, W., Martínez-de-Alegría, I., Río-Belver, R. M., & Alvarez-Meaza, I. (2022). Strategic management of patents on electrochemical conversion fuel cells and batteries in Latin America as a mechanism for moving towards energy sustainability. Journal of Applied Electrochemistry, 1, 1-20. https://doi.org/10.1007/S10800-022-01804-9
Guevara, W., Hidalgo-Alcázar, C., & Rojas, J. L. (2021). Analysis of the Chilean Avocado (Palta) Agroindustry in the the International Market. Chilean Journal of Agricultural and Animal Sciences, 37(1), 54-64. https://doi.org/10.29393/CHJAAS37-6AAWG30006
Guevara, W., & Morales, C. (2018). Performance of the Chilean Wine Industry Through Trade Indicatores in the Period 2001-2016. Bulgarian Journal of Agricultural Science, 24(3), 341-351. https://www.agrojournal.org/24/24.htm#3
Guzmán, J. I., Karpunina, A., Araya, C., Faúndez, P., Bocchetto, M., Camacho, R., Desormeaux, D., Galaz, J., Garcés, I., Kracht, W., Lagos, G., Marshall, I., Pérez, V., Silva, J., Toro, I., Vial, A., & Wood, A. (2023). Chile: On the road to global sustainable mining. Resources Policy, 83(103686), 1-19. https://doi.org/10.1016/J.RESOURPOL.2023.103686
Heredia, F., Martinez, A. L., & Surraco Urtubey, V. (2020). The importance of lithium for achieving a low-carbon future: Overview of the lithium extraction in the ‘Lithium Triangle.’ Journal of Energy and Natural Resources Law, 213-236. https://doi.org/10.1080/02646811.2020.1784565
Hernández, R. A., & Romero, I. (2009). Módulo para analizar el crecimiento del comercio internacional (MAGIC Plus) Manual para el usuario. CEPAL-Serie Estudios y Perspetivas, 107, 1-113. https://www.cepal.org/es/publicaciones/4888-modulo-analizar-crecimientocomerciointernacional-magic-plus-manual-usuario
Jara, J. J. (2017). Determinants of country competitiveness in attracting mining investments: An empirical analysis. Resources Policy, 52, 65-71. https://doi.org/10.1016/J.RESOURPOL.2017.01.016
Johnson, C. J. (1990). Ranking countries for minerals exploration. Natural Resources Forum, 14(3), 178-186. https://doi.org/10.1111/J.1477-8947.1990.TB00516.X
Kavanagh, L., Keohane, J., Cabellos, G. G., Lloyd, A., & Cleary, J.(2018). Global lithium sources-industrial use and future in the electricvehicle industry: A review. Resources, 7(3), 1-24. https://doi.org/10.3390/resources7030057
Kurbalija, Z., Bodén, R., Kozarski, K., Jelić, M., Jovanović, V. M., & Cunningham, J. L. (2021). Lithium influences whole-organism metabolic rate in Drosophila subobscura. Journal of Neuroscience Research, 99(1), 407-418. https://doi.org/10.1002/jnr.24678
Li, M., Lu, J., Chen, Z., & Amine, K. (2018). 30 Years of Lithium-Ion Batteries. Advanced Materials, 30(33), 1-24. https://doi.org/10.1002/adma.201800561
Liu, D., Gao, X., An, H., Qi, Y., Wang, Z., Jia, N., & Chen, Z. (2020).Exploring behavior changes of the lithium market in China: Toward technology-oriented future scenarios. Resources Policy, 69(101885), 1-10. https://doi.org/10.1016/j.resourpol.2020.101885
Maxwell, P., & Mora, M. (2020). Lithium and Chile: Looking back and looking forward. Mineral Economics, 33(1-2), 57-71. https://doi.org/10.1007/s13563-019-00181-8
Ministerio de Minería (1983). Ley Chile-LEY 18248 CODIGO DE MINERIA. https://www.bcn.cl/leychile/navegar?idNorma=29668
Ministerio de Minería (2022). Ley Chile-Decreto 11 EXENTO 10-AGO2022. https://www.bcn.cl/leychile/navegar?i=1179874&f=2022-08-10
Morales, C., Lacayo, R., & Sfeir, R. (2008). AN ANALYSIS OF THE PERFORMANCE OF CHILEAN AQUACULTURAL EXPORTS (1995- 2005). Interciencia, 33(12), 875-881.
Morales, P. (2022). Situación de la industria del litio en Australia. Biblioteca Del Congreso Nacional de Chile/BCN. https://www.bcn.cl/obtienearchivo?id=repositorio/10221/32857/1/Situacio__n_de_la_industria_del_litio_en_Australia.pdf
Nitta, N., Wu, F., Lee, J. T., & Yushin, G. (2015). Li-ion battery materials: Present and future. Materials Today, 18(5), 252-264. https://doi.org/10.1016/j.mattod.2014.10.040
Peyré, F. R., & Dorn, F. M. (2020). Use of lithium in northwestern argentina-realities, challenges and perspectives in a globalized world. Scripta Nova, 24(0). https://doi.org/10.1344/sn2020.24.22466
Poveda, R. (2020). Estudio de caso sobre la gobernanza del litio en Chile. CEPAL-SERIE RECURSOS NATURALES Y DESARROLLO, 195, 7-98. www.cepal.org/apps
Quinteros-Condoretty, A. R., Albareda, L., Barbiellini, B., & Soyer, A. (2020). A socio-technical transition of sustainable lithium industry in Latin America. Procedia Manufacturing, 51, 1737-1747. https://doi.org/10.1016/j.promfg.2020.10.242
Sanchez-Lopez, M. D. (2023). Geopolitics of the Li-ion battery value chain and the Lithium Triangle in South America. Latin American Policy, 14(1), 22-45. https://doi.org/10.1111/LAMP.12285
Shuai, J., Huang, F., Leng, Z., & Cheng, X. (2020). International competitiveness of China’s biomass products: A CMS and RCA analysis. International Journal of Energy Sector Management, 14(3), 609-623. https://doi.org/10.1108/IJESM-05-2019-0013/FULL/XML
Shuai, J., Peng, X., Zhao, Y., Wang, Y., Xu, W., Cheng, J., Lu, Y., & Wang, J. (2022). A dynamic evaluation on the international competitiveness of China’s rare earth products: An industrial chain and tech-innovation perspective. Resources Policy, 75(102444), 1-15. https://doi.org/10.1016/J.RESOURPOL.2021.102444
Singh, K. (2014). A Constant Market Share Analysis of India’s Export Performance. Foreign Trade Review, 49(2), 141-161. https://doi.org/10.1177/0015732514525190
U.S. Geological Survey (2021). Mineral commodity summaries 2021. https://doi.org/https://doi.org/10.3133/mcs2021
Vásquez, A. L., & Prialé, R. (2021). Country competitiveness and investment allocation in the mining industry: A survey of the literature and new empirical evidence. Resources Policy, 73(102136), 1-17. https://doi.org/10.1016/J.RESOURPOL.2021.102136
Velásquez, C., & Cabrera, V. (2019). Feasibility technical-economic of the production of lithium hydroxide at small scale from brines. Industry, Innovation, And Infrastructure for Sustainable Cities and Communities, 24-26. https://doi.org/10.18687/LACCEI2019.1.1.12
Vikström, H., Davidsson, S., & Höök, M. (2013). Lithium availability and future production outlooks. Applied Energy, 110, 252-266. https://doi.org/10.1016/j.apenergy.2013.04.005
Zícari, J., Fornillo, B., & Gamba, M. (2019). El mercado mundial del litio y el eje asiático. Dinámicas comerciales, industriales y tecnológicas (2001-2017). Polis (Santiago), 18(52). https://doi.org/10.32735/s0718-6568/2019-n52-1376
Cómo citar
APA
ACM
ACS
ABNT
Chicago
Harvard
IEEE
MLA
Turabian
Vancouver
Descargar cita
Licencia
Derechos de autor 2024 Cuadernos de Economía
Esta obra está bajo una licencia internacional Creative Commons Atribución-NoComercial-SinDerivadas 4.0.
Cuadernos de Economía a través de la División de Bibliotecas de la Universidad Nacional de Colombia promueve y garantiza el acceso abierto de todos sus contenidos. Los artículos publicados por la revista se encuentran disponibles globalmente con acceso abierto y licenciados bajo los términos de Creative Commons Atribución-No_Comercial-Sin_Derivadas 4.0 Internacional (CC BY-NC-ND 4.0), lo que implica lo siguiente: