气候与地缘政治变化背景下中欧战略性矿产资源政策演变研究

    Evolution of China-EU strategic mineral resource policies amid climate and geopolitical changes

    • 摘要: 战略性矿产资源对全球经济复苏、战略新兴产业发展和低碳转型至关重要。随着全球气候变化目标的临近和地缘政治局势的日益复杂,战略性矿产资源供应安全面临的挑战日趋严峻。因此,厘清中国和欧盟在气候与地缘政治变化背景下的战略性矿产保障政策,对完善我国战略性矿产资源政策体系具有重要意义。本文通过文本分析法与对比分析法系统梳理了中欧战略性矿产清单及政策演变路径。研究结果表明,中欧双方在战略性矿产清单上高度重合,目前主要竞争集中在铜、铝、锂、钴和镍等矿种;未来,铍、铌、钽及稀有气体等也可能成为竞争焦点。在政策目标上,中欧战略性矿产政策的主要目标较为一致,均旨在通过降低对外依存度,提高供应链韧性来确保供应安全。在保障路径上,中国侧重于通过开源、节流、增储、扩容及定价等手段确保供应安全;欧盟则侧重于通过国际联盟、标准制定和研发投入,提升战略性矿产供应链的本土化与国际话语权。各自的路径选择不仅反映了资源禀赋、供应链现状和战略需求的差异,也体现了双方在战略性矿产领域的不同优先事项。鉴于此,本文提出从完善战略性矿产资源评估与管理体系、丰富中国战略性矿产资源管理工具箱、构建全球战略性矿产资源命运共同体三方面,提升中国战略性矿产资源供应保障能力,以期为推动中欧在低碳转型进程中的战略性矿产资源安全保障与合作共赢提供科学依据和政策支撑。

       

      Abstract: Strategic mineral resources are crucial for global economic recovery, the development of strategic emerging industries, and the transition to a low-carbon. With the approaching global climate goals and increasingly complex geopolitical landscape, the challenges to securing strategic mineral supply are intensifying. Therefore, clarifying the strategic mineral security policies of China and the European Union (EU) amid climate and geopolitical changes is of great significance for improving China’s strategic mineral resource policy system. This paper systematically reviews the strategic mineral lists and policy evolution pathways in China and the EU using text analysis and comparative analysis methods. The findings reveal a high degree of overlap in their strategic mineral lists, with primary competition currently centered on minerals such as copper, aluminum, lithium, cobalt, and nickel. Looking forward, minerals like beryllium, niobium, tantalum, and rare gases are also likely to become focal points of competition. In terms of policy objectives, the primary goals of China and the EU strategic mineral policies are largely consistent, aiming to ensure supply security by reducing external dependence and enhancing supply chain resilience. In terms of the path of security, China emphasizes securing supply through resource diversification, conservation, stockpiling, capacity expansion, and pricing strategies, while the EU focuses on building international alliances, setting standards, and increasing investments in research and development to enhance supply chain localization and global influence. The respective policy choices not only reflect differences in resource endowments, supply chain conditions, and strategic needs but also highlight the differing priorities of both sides in the field of strategic minerals. In light of this, this paper proposes enhancing China’s strategic mineral resource supply security through three key measures: improving the assessment and management system for strategic mineral resources, diversifying China’s strategic mineral resource management toolkit, and building a global community for strategic mineral resource cooperation. These measures aim to provide scientific evidence and policy support to promote the security and mutually beneficial cooperation of strategic mineral resources between China and the EU during the low-carbon transition process.

       

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