资源科学 ›› 2020, Vol. 42 ›› Issue (8): 1452-1463.doi: 10.18402/resci.2020.08.02

• 关键矿产资源安全 • 上一篇    下一篇

伴生性关键矿产资源安全研究综述与展望

邵留国1,2(), 蓝婷婷1()   

  1. 1.中南大学商学院,长沙 410083
    2.中南大学金属资源战略研究院,长沙 410083
  • 收稿日期:2020-03-05 修回日期:2020-07-07 出版日期:2020-08-25 发布日期:2020-10-25
  • 通讯作者: 蓝婷婷
  • 作者简介:邵留国,男,山东汶上人,副教授,研究方向为资源经济学。E-mail: shaoliuguo@qq.com
  • 基金资助:
    国家自然科学基金项目(71974208);国家自然科学基金重点项目(71633006);2018湖南省智库专项课题(18ZWB20)

Review of the by-product critical minerals resource security research and prospects

SHAO Liuguo1,2(), LAN Tingting1()   

  1. 1. School of Business, Central South University, Changsha 410083, China
    2. Institute of Metal Resources Strategy, Central South University, Changsha 410083, China
  • Received:2020-03-05 Revised:2020-07-07 Online:2020-08-25 Published:2020-10-25
  • Contact: LAN Tingting

摘要:

按单一元素计,伴生性矿产占美国和欧盟关键矿产的60%以上。与非伴生性关键矿产相比,伴生性关键矿产有着特殊的地质和经济性质,这对其资源安全保障产生了独特的影响。近年来,随着关键矿产成为政府、科研机构关注的热点,针对伴生性矿产资源安全的研究也逐渐增多。本文从伴生性矿产的伴生程度测算、关键性评价、供给机制和可供性、全球贸易格局、价格理论等方面对此进行了系统梳理。综述发现:由于伴生性关键矿产的重要战略地位,伴生程度开始成为重要的矿产关键性评价指标,伴生性关键矿产的供应安全得到了一定保障;伴生性关键矿产的供给取决于主矿产的供需变化,导致其供给缺乏弹性,面临供给风险;同时,伴生性关键矿产的地理分布高度集中,使得其在全球贸易中面临着更高的贸易风险;而相较于非伴生性关键矿产,伴生性关键矿产有更高的价格波动性,且其价格波动受到主矿产价格波动的影响,致使伴生性关键矿产供需稳定存在风险。最后,结合未来经济发展的背景和趋势,本文对未来伴生性关键矿产资源安全的研究方向进行了展望。

关键词: 伴生性关键矿产, 关键性评价, 供给机制, 全球贸易格局, 价格理论

Abstract:

In terms of individual elements, by-product minerals account for more than 60% of critical minerals in the United States and the European Union. Compared with the non-byproduct critical minerals, by-product critical minerals possess special geological and economic properties, which have a unique impact on their resource security. In recent years, as critical minerals have become the focus of the government and scientific research institutions, studies on the resource security of by-product critical minerals have increased gradually. This article presented a systematic analysis of criticality evaluation, supply mechanism, price theory, and international trade pattern of the by-product minerals. It is found that due to the important strategic position of the by-product critical minerals, the degree of companionality has become an important criticality evaluation index of minerals, so the security of supply of by-product critical minerals has been ensured to some extent. The supply of by-product critical minerals depends on the change of supply and demand of their main minerals, which leads to inelasticity of supply and faced with supply risk. At the same time, the geographic distribution of by-product critical minerals is highly concentrated, which causes higher trade risks in global trade. Compared with non-byproduct critical minerals, by-product critical minerals have higher price volatility and their price volatility is affected by that of their main minerals , and there is a risk to stabilize the supply and demand of by-product critical minerals. Finally, in light of the background and trend of future economic development, this study identified the research direction of the resource security of by-product critical minerals in the future.

Key words: by-product critical minerals, criticality evaluation, supply mechanism, global trade pattern, price theory