| 中国钴供应链风险与控制力评价 |
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| 关键词:cobalt supply chain supply risk supply control force |
| 基金项目:国家自然科学基金重大研究计划集成项目“中国关键金属矿产清单厘定与风险评估”(编号: 92162321);国家自然科学基金基础科学中心项目“数字经济时代的资源环境管理理论与应用”(编号: 72088101);国家自然科学基金重大项目“新时代战略性关键矿产资源安全与管理”(编号: 71991480)及其课题5“新时代中国战略性关键矿产资源全球治理体系研究”(编号: 71991485);中国地质调查局地质调查项目“全球矿产资源战略研究”(编号: DD20221795) |
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| 摘要: |
| Evaluation of Risk and Control of China’s Cobalt Supply Chain |
| Cobalt is a strategically important raw material, currently in extreme shortage in China. Ensuring a stable supply of cobalt is key to industrial development. From the perspective of the cobalt supply chain, this study defined the cobalt concentrate and intermediate wet smelting products in the upstream link as shortage products, and refined cobalt in the midstream link and lithium batteries in the downstream link as the desired products, based on the trade situation in China. From the theoretical data we used to evaluate the supply risk of the upstream products, we found that the supply risk of upstream products was extremely high due to factors such as the insufficient domestic supply capacity of primary and secondary resources and the high concentration of imports. In the actual trade pattern, although no break in supply has occurred, freedom of trade is restricted and trade is vulnerable to constraints from other countries due to the over-concentration of imports. From an evaluation of the control of the supply of midstream and downstream products, we found that China is a global leader in three areas: production, exports, and corporate performance; downstream products showed a high capacity for trade linkages, regulation with other countries, and resource controls. As the disruption of imports of upstream products will seriously restrict the development of the upstream and downstream industries, we provide suggestions to improve the recycling system, optimize import sources, and establish an early warning mechanism to ensure supply chain security. |
| YUAN Xiao-jing,MA Zhe,WANG An-jian,LI Jian-wu,ZHONG Wei-qiong.2023.Evaluation of Risk and Control of China’s Cobalt Supply Chain[J].Acta Geoscientica Sinica,44(2):351-360. |
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