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美国战略与国际研究中心(CSIS):关键矿物供应链的地缘政治研究报告(英文版)(38页).pdf

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1、The Geopolitics of Critical Minerals Supply ChainsAUTHORJane NakanoMARCH 2021A Report of the CSIS Energy Security and Climate Change ProgramIII | The Geopolitics of Critical Minerals Supply ChainsAbout CSIS The Center for Strategic and International Studies (CSIS) is a bipartisan, nonprofit policy r

2、esearch organization dedicated to advancing practical ideas to address the worlds greatest challenges.Thomas J. Pritzker was named chairman of the CSIS Board of Trustees in 2015, succeeding former U.S. senator Sam Nunn (D-GA). Founded in 1962, CSIS is led by John J. Hamre, who has served as presiden

3、t and chief executive officer since 2000.CSISs purpose is to define the future of national security. We are guided by a distinct set of valuesnonpartisanship, independent thought, innovative thinking, cross-disciplinary scholarship, integrity and professionalism, and talent development. CSISs values

4、 work in concert toward the goal of making real-world impact.CSIS scholars bring their policy expertise, judgment, and robust networks to their research, analysis, and recommendations. We organize conferences, publish, lecture, and make media appearances that aim to increase the knowledge, awareness

5、, and salience of policy issues with relevant stakeholders and the interested public. CSIS has impact when our research helps to inform the decisionmaking of key policymakers and the thinking of key influencers. We work toward a vision of a safer and more prosperous world.CSIS does not take specific

6、 policy positions; accordingly, all views expressed herein should be understood to be solely those of the author(s). 2021 by the Center for Strategic and International Studies. All rights reserved.AcknowledgmentsThe author would like to thank CSIS colleagues Sarah Ladislaw and Nikos Tsafos for feedb

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本文主要讨论了全球关键矿产供应链的地缘政治问题,特别是中国在其中的主导地位。文章指出,随着全球对清洁能源技术的需求增长,对相关矿产和材料的需求也在增加,这使得关键矿产供应链的安保成为一个战略问题。中国已成为全球关键矿产和清洁能源商品的主要参与者,在太阳能光伏制造、锂电池制造和风力发电设备制造等领域占据主导地位。文章还提到,中国对非燃料矿产的战略价值和工业应用的认识可以追溯到至少30年前,通过长期工业政策、执行能力和采矿行业监管滞后等优势,中国已经从一个原材料和材料供应商转变为一个重要的消费者。文章最后强调,不同国家对关键矿产供应链安全的关注点不同,反映了他们资源禀赋和产业结构的同质性。美国似乎最担心可能被地缘政治利用的进口依赖,而欧盟和日本似乎主要关注供应中断对其工业竞争力的影响。
中国的稀土资源战略是什么? 稀土资源对清洁能源技术的重要性是什么? 中国在全球稀土供应链中的地位如何?
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