绿色矿产与矿业绿色低碳转型:新格局、新范式与新实践

    Green minerals and the green and low-carbon transition of the mining sector: a new pattern, a new paradigm, and a new practice

    • 摘要: 在全球地缘政治博弈加剧、能源转型加速推进与“双碳”目标纵深落实的新时代背景下,关键矿产已成为大国战略竞争的核心领域。面对全球关键矿产供应链加速重构带来的机遇与挑战,立足全球产业链供应链安全战略高度,紧扣绿色矿产全生命周期管理核心理念,旨在为我国矿业绿色低碳转型提供系统性战略框架与实践路径。采用理论梳理与实践总结相结合的方法,整合联合国能源转型关键矿产报告的全球治理共识、中国《绿色矿产国际经贸合作倡议》的顶层设计及国内绿色矿山建设实践,构建“道-法-术”三位一体的理论框架,明确绿色矿产兼具过程绿色与用途绿色双重属性,是覆盖全产业链与全球空间的可持续开发利用模式。当前全球矿产供应链呈现“泛安全化”和阵营化加速、资源国本土化浪潮兴起、技术迭代导致供需错配三大特征,我国矿业存在“中间大、两头小”的产业链结构性矛盾,海外投资面临复合型系统性风险,环境、社会和治理(ESG)实践存在标准不统一、国际认可度不足等挑战。基于此,提出构建“五位一体”战略保障体系,深化“绿色化+智能化+国际化”全产业链转型,创新“价值共享”型国际合作模式,推动全球资源治理体系改革,加强关键矿产循环利用体系建设五大战略路径。唯有坚持多维协同与价值共享,才能实现矿业从“资源获取者”到“全球可持续发展重要推动者、引领者”的战略跃升,为全球能源转型和气候治理贡献中国智慧与方案。

       

      Abstract: In the new era marked by intensifying global geopolitical competition, accelerated energy transition, and deeper implementation of the “dual carbon” goals, critical minerals have become a core domain of strategic competition among major powers. Facing the opportunities and challenges arising from the rapid restructuring of global critical mineral supply chains, and from the perspective of the global strategy for industrial and supply chain security, this study adheres to the core concept of full life-cycle management of green minerals, aiming to provide a systematic strategic framework and practical pathway for China’s mining industry to achieve a green and low-carbon transition. By combining theoretical analysis with practical summarization—integrating the global governance consensus in the United Nations’ Critical Energy Transition Minerals Report, the top-level design of China’s International Economic and Trade Cooperation Initiative on Green Mining and Minerals, and domestic practices in green mine development—a three-dimensional theoretical framework encompassing “principles, methods, and techniques” is constructed. This framework clarifies that green minerals possess dual attributes: process-oriented sustainability and application-oriented sustainability, representing a sustainable development and utilization model that spans the entire industrial chain and global space. Currently, the global mineral supply chain exhibits three major characteristics: the accelerating trend toward “pan-safety” and bloc-based divisions, the rise of localization trends in resource-rich countries, and technological iterations leading to supply-demand mismatches. China’s mining sector faces structural imbalances in its industrial chain characterized by “large intermediate segments but small upstream and downstream sectors”, overseas investments encounter complex systemic risks, and environmental, social and government(ESG) practices confront challenges such as inconsistent standards and insufficient international recognition. Based on these observations, this study proposes five strategic pathways: establishing a “five-in-one” strategic safeguard system, deepening the transformation of the entire industrial chain through “greening + intelligentization + internationalization”, innovating a “value-sharing” model for international cooperation, advancing reforms in the global resource governance system, and strengthening the development of a circular utilization system for critical minerals. Only by adhering to multi-dimensional synergy and value sharing can the mining industry achieve a strategic leap from being a “resource extractor” to becoming an “important driver and leader in global sustainable development”, thereby contributing China’s wisdom and solutions to the global energy transition and climate governance.

       

    /

    返回文章
    返回