“双碳”目标与金属资源利用路径的战略分析

    Strategic analysis of the “dual carbon” goal and the utilization of metal resources

    • 摘要: 在“双碳”目标成为中国主要共识的时代背景下,金属资源作为支撑工业化发展的重要基石,更是保障现代化能源系统绿色低碳转型的关键原材料。传统金属资源利用模式伴随着国家工业化进程的演进,在技术进步与产业结构变动的推动下显现出由需求驱动的供需阶段性特征、载体金属与伴生金属联合生产的结构特征、金属消费后聚积为社会存量的社会特征,以及一系列诸如资源环境约束、伴生金属供给面临结构性不确定、社会存量开发利用不足等问题。因此,“双碳”目标下金属资源利用路径针对的主要是金属资源全产业链系统的优化低碳转型,从重数量、重速度向重效率、重均衡转变。包括协调金属开发利用与生态文明建设;提升金属全产业链利用效率;通过开发技术、早期设计、建立政策激励机制等方式实现社会存量金属回收利用。

       

      Abstract: Against the backdrop of the “dual carbon” goal becoming the main consensus in China, metal resources, serving as the fundamental pillar supporting industrialization, are also the critical raw materials ensuring the green and low-carbon transformation of modern energy systems. The traditional utilization mode of metal resources has emerged with the evolution of national industrialization process, driven by technological progress and industrial structure changes, showing the characteristics of demand driven supply and demand stages, the structural characteristics of joint production of carrier metals and associated metals, the social characteristics of metal consumption accumulating into social stock, and a series of problems such as resource and environmental constraints, structural uncertainty in the supply of associated metals, and insufficient development and utilization of social stock. Considering the above factors, the utilization path of metal resources under the “dual carbon” goal is mainly aimed at the optimization and low-carbon transformation of the entire metal resources industry chain system, from focusing on quantity and speed to focusing on efficiency and balance, specifically including: coordinating metal utilization and ecological civilization construction; improve the utilization efficiency and optimize the structure of the entire metal industry chain; recycling metals by developing technology, early design, and establishing policy incentive mechanisms.

       

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