Sais_Susfin_Homework5_Jun Fang

Problem 1.1

Use the workflow developed in this chapter to import and tidy worksheet 2.3 EV from the dataset.

# The easiest way to get readr is to install the whole tidyverse:
options(repos = c(CRAN = "https://cran.rstudio.com/"))
install.packages("tidyverse")

The downloaded binary packages are in
    /var/folders/2p/9wzbkfqj1699rqy549yz78sh0000gn/T//Rtmp56Ea4I/downloaded_packages
# Alternatively, install just readr:
install.packages("readr")

The downloaded binary packages are in
    /var/folders/2p/9wzbkfqj1699rqy549yz78sh0000gn/T//Rtmp56Ea4I/downloaded_packages
install.packages("purrr")

The downloaded binary packages are in
    /var/folders/2p/9wzbkfqj1699rqy549yz78sh0000gn/T//Rtmp56Ea4I/downloaded_packages
install.packages("readxl")

The downloaded binary packages are in
    /var/folders/2p/9wzbkfqj1699rqy549yz78sh0000gn/T//Rtmp56Ea4I/downloaded_packages
library(here) # for using relative file paths
here() starts at /Users/fangjun/Desktop/Sais/Year2/Term2/Sustainable Finance/W5/data-raw
library(purrr)
library(readxl)
library(tidyr)
library(dplyr)

Attaching package: 'dplyr'
The following objects are masked from 'package:stats':

    filter, lag
The following objects are masked from 'package:base':

    intersect, setdiff, setequal, union
library(tidyverse)
── Attaching core tidyverse packages ──────────────────────── tidyverse 2.0.0 ──
✔ forcats   1.0.0     ✔ readr     2.1.5
✔ ggplot2   3.4.4     ✔ stringr   1.5.1
✔ lubridate 1.9.3     ✔ tibble    3.2.1
── Conflicts ────────────────────────────────────────── tidyverse_conflicts() ──
✖ dplyr::filter() masks stats::filter()
✖ dplyr::lag()    masks stats::lag()
ℹ Use the conflicted package (<http://conflicted.r-lib.org/>) to force all conflicts to become errors
library(here)

path_to_sheet <- here("CM_Data_Explorer.xlsx")

path_to_sheet
[1] "/Users/fangjun/Desktop/Sais/Year2/Term2/Sustainable Finance/W5/data-raw/CM_Data_Explorer.xlsx"
library(purrr)
library(readxl)

read_EV_sheet <- partial(
  # provide the function, in this case readxl::read_excel()
  .f = read_excel,
  # provide any arguments you want filled in
  path = path_to_sheet,
  sheet = "2.3 EV",
  col_names = FALSE
)

# now all we have to do is provide the range
sheet_header <- read_EV_sheet(range = "A4:W5")
New names:
• `` -> `...1`
• `` -> `...2`
• `` -> `...3`
• `` -> `...4`
• `` -> `...5`
• `` -> `...6`
• `` -> `...7`
• `` -> `...8`
• `` -> `...9`
• `` -> `...10`
• `` -> `...11`
• `` -> `...12`
• `` -> `...13`
• `` -> `...14`
• `` -> `...15`
• `` -> `...16`
• `` -> `...17`
• `` -> `...18`
• `` -> `...19`
• `` -> `...20`
• `` -> `...21`
• `` -> `...22`
• `` -> `...23`
sheet_header
# A tibble: 2 × 23
  ...1   ...2 ...3  ...4    ...5  ...6  ...7  ...8  ...9 ...10 ...11 ...12 ...13
  <lgl> <dbl> <lgl> <chr>  <dbl> <dbl> <dbl> <dbl> <dbl> <lgl> <chr> <dbl> <dbl>
1 NA       NA NA    State…    NA    NA    NA    NA    NA NA    Anno…    NA    NA
2 NA     2022 NA    2025    2030  2035  2040  2045  2050 NA    2025   2030  2035
# ℹ 10 more variables: ...14 <dbl>, ...15 <dbl>, ...16 <dbl>, ...17 <lgl>,
#   ...18 <chr>, ...19 <dbl>, ...20 <dbl>, ...21 <dbl>, ...22 <dbl>,
#   ...23 <dbl>
library(tidyr)
library(dplyr)

sheet_header_processed <- sheet_header |> 
  # transpose the data
  t() |>
  # turn it back into a tibble
  as_tibble() |>
  # make them meaningful
  rename(scenario = V1, year = V2) |>
  # fill scenario down: If there are any NA (missing) values in the scenario column, this function will fill those NA values with the last observed non-NA value above them
  fill(scenario) |>
  #insert "Current" at top
  replace_na(list(scenario = "Current Year"))
Warning: The `x` argument of `as_tibble.matrix()` must have unique column names if
`.name_repair` is omitted as of tibble 2.0.0.
ℹ Using compatibility `.name_repair`.
sheet_header_processed
# A tibble: 23 × 2
   scenario                 year 
   <chr>                    <chr>
 1 Current Year             <NA> 
 2 Current Year             2022 
 3 Current Year             <NA> 
 4 Stated policies scenario 2025 
 5 Stated policies scenario 2030 
 6 Stated policies scenario 2035 
 7 Stated policies scenario 2040 
 8 Stated policies scenario 2045 
 9 Stated policies scenario 2050 
10 Stated policies scenario <NA> 
# ℹ 13 more rows
EV_name <- read_EV_sheet(range = "A7") |> 
  pull()
New names:
• `` -> `...1`
EV_name
[1] "Constrained nickel supply"
EV_info <- read_EV_sheet(range = "A8:W19")
New names:
• `` -> `...1`
• `` -> `...2`
• `` -> `...3`
• `` -> `...4`
• `` -> `...5`
• `` -> `...6`
• `` -> `...7`
• `` -> `...8`
• `` -> `...9`
• `` -> `...10`
• `` -> `...11`
• `` -> `...12`
• `` -> `...13`
• `` -> `...14`
• `` -> `...15`
• `` -> `...16`
• `` -> `...17`
• `` -> `...18`
• `` -> `...19`
• `` -> `...20`
• `` -> `...21`
• `` -> `...22`
• `` -> `...23`
EV_info
# A tibble: 12 × 23
   ...1         ...2 ...3     ...4    ...5    ...6    ...7    ...8    ...9 ...10
   <chr>       <dbl> <lgl>   <dbl>   <dbl>   <dbl>   <dbl>   <dbl>   <dbl> <lgl>
 1 Copper    3.81e+2 NA    6.17e+2 1.39e+3 1.74e+3 2.23e+3 2.42e+3 2.31e+3 NA   
 2 Cobalt    6.35e+1 NA    6.12e+1 3.80e+1 2.91e+1 3.54e+1 4.09e+1 4.74e+1 NA   
 3 Graphite  5.57e+2 NA    9.36e+2 1.59e+3 1.78e+3 1.69e+3 1.49e+3 1.08e+3 NA   
 4 Lithium   6.96e+1 NA    1.23e+2 2.19e+2 3.07e+2 4.07e+2 4.50e+2 4.13e+2 NA   
 5 Manganese 7.45e+1 NA    5.39e+1 1.56e+2 3.36e+2 5.33e+2 7.12e+2 8.58e+2 NA   
 6 Nickel    3.13e+2 NA    5.54e+2 5.13e+2 5.89e+2 6.30e+2 6.92e+2 6.88e+2 NA   
 7 Silicon   8.70e+0 NA    4.05e+1 1.39e+2 2.24e+2 3.52e+2 3.74e+2 3.73e+2 NA   
 8 Neodymium 3.96e+0 NA    7.25e+0 1.22e+1 1.51e+1 1.88e+1 2.18e+1 2.29e+1 NA   
 9 Dysprosi… 4.13e-1 NA    7.41e-1 1.21e+0 1.48e+0 1.84e+0 2.13e+0 2.23e+0 NA   
10 Praseody… 5.94e-1 NA    1.09e+0 1.83e+0 2.27e+0 2.83e+0 3.27e+0 3.43e+0 NA   
11 Terbium   8.06e-2 NA    1.48e-1 2.52e-1 3.14e-1 3.91e-1 4.52e-1 4.74e-1 NA   
12 Total EV  1.47e+3 NA    2.39e+3 4.06e+3 5.02e+3 5.91e+3 6.21e+3 5.80e+3 NA   
# ℹ 13 more variables: ...11 <dbl>, ...12 <dbl>, ...13 <dbl>, ...14 <dbl>,
#   ...15 <dbl>, ...16 <dbl>, ...17 <lgl>, ...18 <dbl>, ...19 <dbl>,
#   ...20 <dbl>, ...21 <dbl>, ...22 <dbl>, ...23 <dbl>
library(tidyverse)

EV_info_col_names <- names(EV_info)

EV_info_col_names
 [1] "...1"  "...2"  "...3"  "...4"  "...5"  "...6"  "...7"  "...8"  "...9" 
[10] "...10" "...11" "...12" "...13" "...14" "...15" "...16" "...17" "...18"
[19] "...19" "...20" "...21" "...22" "...23"
sheet_headers_and_col_names <- sheet_header_processed |> 
  add_column(EV_info_col_names = EV_info_col_names)

sheet_headers_and_col_names
# A tibble: 23 × 3
   scenario                 year  EV_info_col_names
   <chr>                    <chr> <chr>            
 1 Current Year             <NA>  ...1             
 2 Current Year             2022  ...2             
 3 Current Year             <NA>  ...3             
 4 Stated policies scenario 2025  ...4             
 5 Stated policies scenario 2030  ...5             
 6 Stated policies scenario 2035  ...6             
 7 Stated policies scenario 2040  ...7             
 8 Stated policies scenario 2045  ...8             
 9 Stated policies scenario 2050  ...9             
10 Stated policies scenario <NA>  ...10            
# ℹ 13 more rows
EV_info_long <- EV_info |> 
  rename(indicator = `...1`) |> 
  pivot_longer(cols = -indicator,
               names_to = "EV_info_col_names") |> 
  add_column(EV_name)

EV_info_long
# A tibble: 264 × 4
   indicator EV_info_col_names value EV_name                  
   <chr>     <chr>             <dbl> <chr>                    
 1 Copper    ...2               381. Constrained nickel supply
 2 Copper    ...3                NA  Constrained nickel supply
 3 Copper    ...4               617. Constrained nickel supply
 4 Copper    ...5              1389. Constrained nickel supply
 5 Copper    ...6              1736. Constrained nickel supply
 6 Copper    ...7              2233. Constrained nickel supply
 7 Copper    ...8              2418. Constrained nickel supply
 8 Copper    ...9              2313. Constrained nickel supply
 9 Copper    ...10               NA  Constrained nickel supply
10 Copper    ...11              732. Constrained nickel supply
# ℹ 254 more rows
combined_data <- EV_info_long |> 
  left_join(sheet_headers_and_col_names, by = join_by(EV_info_col_names)) |> 
  # filter out what were empty columns (where years are NA) 
  #There's a blannk column in Excel
  filter(!is.na(year)) |> 
 # case_when is supercharged if else
  mutate(unit ="kiloton",
    # convert the year column from character to numeric
    year = as.integer(year)
  ) |> 
  select(EV_name, indicator, scenario, unit, year, value)

combined_data
# A tibble: 228 × 6
   EV_name                   indicator scenario                unit   year value
   <chr>                     <chr>     <chr>                   <chr> <int> <dbl>
 1 Constrained nickel supply Copper    Current Year            kilo…  2022  381.
 2 Constrained nickel supply Copper    Stated policies scenar… kilo…  2025  617.
 3 Constrained nickel supply Copper    Stated policies scenar… kilo…  2030 1389.
 4 Constrained nickel supply Copper    Stated policies scenar… kilo…  2035 1736.
 5 Constrained nickel supply Copper    Stated policies scenar… kilo…  2040 2233.
 6 Constrained nickel supply Copper    Stated policies scenar… kilo…  2045 2418.
 7 Constrained nickel supply Copper    Stated policies scenar… kilo…  2050 2313.
 8 Constrained nickel supply Copper    Announced pledges scen… kilo…  2025  732.
 9 Constrained nickel supply Copper    Announced pledges scen… kilo…  2030 2113.
10 Constrained nickel supply Copper    Announced pledges scen… kilo…  2035 3587.
# ℹ 218 more rows

Building the function

EV_name_range <- "A7"
EV_info_range <- "A8:W19"

EV_name <- read_EV_sheet(range = EV_name_range) |> 
  pull()
New names:
• `` -> `...1`
EV_info <- read_EV_sheet(range = EV_info_range)
New names:
• `` -> `...1`
• `` -> `...2`
• `` -> `...3`
• `` -> `...4`
• `` -> `...5`
• `` -> `...6`
• `` -> `...7`
• `` -> `...8`
• `` -> `...9`
• `` -> `...10`
• `` -> `...11`
• `` -> `...12`
• `` -> `...13`
• `` -> `...14`
• `` -> `...15`
• `` -> `...16`
• `` -> `...17`
• `` -> `...18`
• `` -> `...19`
• `` -> `...20`
• `` -> `...21`
• `` -> `...22`
• `` -> `...23`
EV_info_col_names <- names(EV_info)

EV_info_long <- EV_info |> 
  rename(indicator = `...1`) |> 
  pivot_longer(cols = -indicator,
               names_to = "EV_info_col_names") |> 
  add_column(EV_name)

combined_data <- EV_info_long |> 
  left_join(sheet_headers_and_col_names, by = join_by(EV_info_col_names)) |> 
  # filter out what were empty columns (where years are NA) 
  filter(!is.na(year)) |> 
  # case_when is supercharged if else
  mutate(unit = "kiloton",
    # convert the year column from character to numeric
    year = as.integer(year)
  ) |> 
  select(EV_name, indicator, scenario, unit, year, value)

combined_data
# A tibble: 228 × 6
   EV_name                   indicator scenario                unit   year value
   <chr>                     <chr>     <chr>                   <chr> <int> <dbl>
 1 Constrained nickel supply Copper    Current Year            kilo…  2022  381.
 2 Constrained nickel supply Copper    Stated policies scenar… kilo…  2025  617.
 3 Constrained nickel supply Copper    Stated policies scenar… kilo…  2030 1389.
 4 Constrained nickel supply Copper    Stated policies scenar… kilo…  2035 1736.
 5 Constrained nickel supply Copper    Stated policies scenar… kilo…  2040 2233.
 6 Constrained nickel supply Copper    Stated policies scenar… kilo…  2045 2418.
 7 Constrained nickel supply Copper    Stated policies scenar… kilo…  2050 2313.
 8 Constrained nickel supply Copper    Announced pledges scen… kilo…  2025  732.
 9 Constrained nickel supply Copper    Announced pledges scen… kilo…  2030 2113.
10 Constrained nickel supply Copper    Announced pledges scen… kilo…  2035 3587.
# ℹ 218 more rows
read_iea_EV_table <-
  function(EV_name_range, EV_info_range) {
    EV_name <-
      read_EV_sheet(range = EV_name_range) |>
      pull()
    
    EV_info <- read_EV_sheet(range = EV_info_range)
    
    EV_info_col_names <- names(EV_info)
    
    EV_info_long <- EV_info |>
      rename(indicator = `...1`) |>
      pivot_longer(cols = -indicator,
                   names_to = "EV_info_col_names") |>
      add_column(EV_name)
    
    combined_data <- EV_info_long |>
      left_join(sheet_headers_and_col_names, by = join_by(EV_info_col_names)) |>
      # filter out what were empty columns (where years are NA)
      filter(!is.na(year)) |>
      # case_when is supercharged if else
      mutate(
        unit = "kiloton",
        # convert the year column from character to numeric
        year = as.integer(year)
      ) |>
      select(EV_name, indicator, scenario, unit, year, value)
    
    combined_data
  }
Constrained_nickel_supply_table <- read_iea_EV_table(
  EV_name_range = "A7",
  EV_info_range = "A8:W19"
)
New names:
New names:
• `` -> `...1`
Wider_use_of_silicon_rich_anodes_table <- read_iea_EV_table(
  EV_name_range = "A22",
  EV_info_range = "A23:W34"
)
New names:
New names:
• `` -> `...1`
Faster_uptake_of_solid_state_batteries_table <- read_iea_EV_table(
  EV_name_range = "A37",
  EV_info_range = "A38:W49"
)
New names:
New names:
• `` -> `...1`
Lower_battery_sizes_table <- read_iea_EV_table(
  EV_name_range = "A52",
  EV_info_range = "A53:W64"
)
New names:
New names:
• `` -> `...1`
Limited_battery_size_reduction_table <- read_iea_EV_table(
  EV_name_range = "A67",
  EV_info_range = "A68:W79"
)
New names:
New names:
• `` -> `...1`
STEPS_Base_case_table <- read_iea_EV_table(
  EV_name_range = "A82",
  EV_info_range = "A83:W94"
)
New names:
New names:
• `` -> `...1`
final_iea_EV_table <- Constrained_nickel_supply_table |> 
  bind_rows(Wider_use_of_silicon_rich_anodes_table) |>
  bind_rows(Faster_uptake_of_solid_state_batteries_table) |>
  bind_rows(Lower_battery_sizes_table) |>
  bind_rows(Limited_battery_size_reduction_table) |>
  bind_rows(STEPS_Base_case_table)

final_iea_EV_table
# A tibble: 1,368 × 6
   EV_name                   indicator scenario                unit   year value
   <chr>                     <chr>     <chr>                   <chr> <int> <dbl>
 1 Constrained nickel supply Copper    Current Year            kilo…  2022  381.
 2 Constrained nickel supply Copper    Stated policies scenar… kilo…  2025  617.
 3 Constrained nickel supply Copper    Stated policies scenar… kilo…  2030 1389.
 4 Constrained nickel supply Copper    Stated policies scenar… kilo…  2035 1736.
 5 Constrained nickel supply Copper    Stated policies scenar… kilo…  2040 2233.
 6 Constrained nickel supply Copper    Stated policies scenar… kilo…  2045 2418.
 7 Constrained nickel supply Copper    Stated policies scenar… kilo…  2050 2313.
 8 Constrained nickel supply Copper    Announced pledges scen… kilo…  2025  732.
 9 Constrained nickel supply Copper    Announced pledges scen… kilo…  2030 2113.
10 Constrained nickel supply Copper    Announced pledges scen… kilo…  2035 3587.
# ℹ 1,358 more rows

Problem 1.1.2

library(dplyr)
library(ggplot2)

combined_data %>%
 filter(indicator %in% c("Cobalt", "Copper")) %>%
 ggplot() +
 aes(x = indicator, y = value, fill = indicator, colour = indicator) +
 geom_col() +
 scale_fill_manual(values = c(Cobalt = "#D6B067", Copper = "#6BBEB3")) +
 scale_color_manual(values = c(Cobalt = "#D6B067", 
Copper = "#6BBEB3")) +
 labs(x = "Indicator", y = "Value", title = "Copper vs. Cobalt Under Constrained Nickel Supply", 
 subtitle = "Copper takes the lead across policy scenarios", caption = "Jun!") +
 theme_minimal() +
 facet_wrap(vars(scenario))

library(dplyr)
library(ggplot2)

Lower_battery_sizes_table %>%
 filter(indicator %in% c("Cobalt", "Copper")) %>%
 filter(!(scenario %in% 
 "Current Year")) %>%
 ggplot() +
 aes(x = year, y = value, fill = indicator, colour = indicator) +
 geom_point(shape = "circle", size = 1.75) +
 geom_smooth(span = 0.85) +
 scale_fill_hue(direction = 1) +
 scale_color_hue(direction = 1) +
 labs(x = "Year", y = "Value", title = "Copper vs. Cobalt under lower battery size scenario", 
 subtitle = "Copper takes the lead under three policy scenarios", caption = "Jun!") +
 theme(axis.text.x = element_text(angle = 45, hjust = 1, size = 8)) +
 theme_minimal() +
 facet_wrap(vars(scenario))
`geom_smooth()` using method = 'loess' and formula = 'y ~ x'

final_iea_EV_table %>%
 filter(indicator %in% c("Cobalt", "Copper")) %>%
 filter(scenario %in% "Net Zero Emissions by 2050 scenario") %>%
 ggplot() +
  aes(
    x = year,
    y = value,
    fill = indicator,
    colour = indicator
  ) +
  geom_line() +
  scale_fill_hue(direction = 1) +
  scale_color_hue(direction = 1) +
  labs(
    x = "Year",
    y = "Value",
    title = "Copper vs. Cobalt under net zero emission scenario",
    subtitle = "Copper takes the lead and reach peak before 2045",
    caption = "Jun!"
  ) +
  theme_minimal() +
  theme(axis.text.x = element_text(angle = 45, hjust = 1, size = 8)) +
  facet_wrap(vars(EV_name))

Faster_uptake_of_solid_state_batteries_table %>%
 filter(indicator %in% c("Cobalt", "Copper")) %>%
 filter(scenario %in% 
 c("Stated policies scenario", "Current Year")) %>%
 ggplot() +
 aes(x = year, y = value, colour = indicator) +
 geom_point(shape = "circle", size = 1.5) +
 geom_smooth(span = 0.75) +
 scale_color_hue(direction = 1) +
 labs(x = "Year", y = "Value", title = "Copper vs. Cobalt under faster uptake of solid state batteries scenario", 
 caption = "Jun!") +
 theme_minimal()
`geom_smooth()` using method = 'loess' and formula = 'y ~ x'

library(dplyr)
library(ggplot2)

final_iea_EV_table %>%
 filter(indicator %in% c("Cobalt", "Copper")) %>%
 filter(scenario %in% "Announced pledges scenario") %>%
 ggplot() +
 aes(x = year, y = value, fill = indicator, colour = indicator) +
 geom_point(shape = "circle", 
 size = 1.5) +
 geom_smooth(span = 0.84) +
 scale_fill_hue(direction = 1) +
 scale_color_hue(direction = 1) +
 labs(x = "Year", y = "Value", title = "Copper vs. Cobalt under announced pledge scenario", subtitle = "The gap is widening", 
 caption = "Jun!") +
 theme_minimal() +
 facet_wrap(vars(EV_name))
`geom_smooth()` using method = 'loess' and formula = 'y ~ x'
Warning: Removed 12 rows containing non-finite values (`stat_smooth()`).
Warning: Removed 12 rows containing missing values (`geom_point()`).