全球关键矿产稳定供应研究新趋势、新热点与未来展望
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F416.1

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陕西省重点研发计划项目(2024GH–YBXM–04)、中国地质调查局项目(DD20221665,DD20230026,DD20230268,DD20251227)和国家重点研发计划课题(2021YFC2901802)联合资助。


Stability of global critical mineral supplies: Trends, hot topics, and further outlook
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    摘要:

    研究目的 随着全球能源转型深入推进与新兴产业快速发展,关键矿产作为经济技术转型的基础保障,其安全稳定供应成为各国政府和跨国企业高度关注的重要议题,也日益成为地球科学领域的研究热点之一。研究方法 本文在系统跟踪研究的基础上,梳理全球关键矿产稳定供应研究的新趋势,厘清全球关键矿产研究的新热点,提出了对全球关键矿产的未来研判与展望,对中国关键矿产产业布局和资源安全保障具有启示意义。研究结果 全球关键矿产稳定供应研究受到世界主要经济体和重要制造企业的高度关注。政府在塑造关键矿产供应链、产业链中的主导作用越来越明显,关键矿产清单的厘定方法在持续改进,矿种数量在扩大,但交叉重叠矿种越来越聚集,关键矿产成矿规律与赋存状态研究在不断深入,新类型、新矿床不断涌现。制造企业与矿业企业对接更紧密,向上一体化和向下一体化趋势明显,投资机构也加大了对关键矿产的投资和新技术研发的支持力度。结论 随着低碳能源技术的快速发展,关键矿产在能源转型中的作用会愈发凸显,资源需求将持续增长,投资将日益增加,新类型、新矿床的发现也会随之增多,以锂为代表的“小宗矿”有望成长为“大宗矿”。在澳大利亚和加拿大等关键矿产资源大国不断强化供应优势,中亚和欧洲等失落地区的回归与重新重视,海洋矿产资源勘查开发提上日程等的加持下,全球关键矿产供应或将呈现多元化供应格局。新技术的变革与替代工艺的创新,以及回收技术的迭代也将为关键矿产稳定供应提供新的路径。

    Abstract:

    This paper is the result of mineral exploration engineering. Objective The global energy transition and the rapid development of emerging industries have heighten the importance of securing a stable supply of critical minerals, which are essential for economic and technological transformation. This issue has garnered significant attention from governments and multinational enterprises, becoming a focal point in earth sciences research. Methods Through a systematic analysis, this paper examines the latest trend of global supply of critical minerals, identifies emerging research hotspots, and offers insights into future development. These findings provide valuable guidance for China's strategic planning in critical minerals and resource security. Results This study reveals that the stability of global critical minerals supplies has received a great deal of attention from the world's major economies and important manufacturing companies. The leading role of governments in shaping the supply chain of key minerals and the industrial chain is becoming increasingly evident. The methodology for determining critical list is evolving, the number of mineral species is expanding, but the overlapping mineral species are becoming more and more aggregated. With deeper research into mineralization processes and the occurrence of critical minerals, new deposit types are emerging. Manufacturing enterprises and mining enterprises are interfacing more closely, with a clear trend towards upward and downward integration, and investment institutions are increasing their support for investment in key minerals and research and development of new technologies. Conclusions As energy transition efforts intensify, the importance of critical minerals will continue to grow in the energy transition, driving increased demand, investment, and resource discovery. Notably, smaller critical minerals, such as lithium, may gain significance and emerge as major resources. Resource–rich nations like Australia and Canada are strengthening their supply advantages, while lost regions such as Central Asia and Europe are reasserting their roles in the market, marine mineral resources exploration and development on the agenda. The global supply landscape is likely to become more diversified. Advances in technology, innovations in alternative processes, and the iteration of recycling technology will open new avenues for the securing critical mineral supplies.

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引用本文

唐金荣,张宇轩,徐利,牛亚卓,任继刚,于瑞. 全球关键矿产稳定供应研究新趋势、新热点与未来展望[J]. 中国地质, 2025, 52(2): 462-481.
TANG Jinrong, ZHANG Yuxuan, XU Li, NIU Yazhuo, REN Jigang, YU Rui. Stability of global critical mineral supplies: Trends, hot topics, and further outlook[J]. Geology in China, 2025, 52(2): 462-481(in Chinese with English abstract).

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  • 收稿日期:2024-08-25
  • 最后修改日期:2024-09-24
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  • 在线发布日期: 2025-05-12
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