Content, Impact, and Response Strategies of the U.S. Critical Minerals Consistency Act
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Development and Research Center of China Geological Survey

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  • 中国地质调查局发展研究中心    
  • 中国地质调查局发展研究中心    
  • 中国地质调查局发展研究中心    
  • 中国地质调查局发展研究中心    
  • 中国地质调查局发展研究中心    
  • 中国地质调查局发展研究中心    
  • Development and Research Center of China Geological Survey    
  • Development and Research Center of China Geological Survey    
  • Development and Research Center of China Geological Survey    
  • Development and Research Center of China Geological Survey    
  • Development and Research Center of China Geological Survey    
  • Development and Research Center of China Geological Survey    
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    摘要:

    本文通过研究美国最新发布的《关键矿产一致性法案》,认为其目的是为了增强美国在全球关键矿产供应链中的主导地位,减少对国外特别是中国关键矿产进口的依赖程度,这将对中国关键矿产供应链安全产生深刻影响。因此,本文提出该法案将造成中国市场竞争格局发生重大变革,供应链的稳定性、矿业绿色转型升级及技术创新需求都将面临巨大挑战。在此基础上,提出我国应夯实国内关键矿产资源基础、适时评估调整战略性矿产目录、密切关注全球供应链调整新动向、拓展多元自主的矿业市场以应对关键矿产供应链风险的策略。

    Abstract:

    This paper examines the recently enacted Critical Minerals Consistency Act in the United States, arguing that its purpose is to bolster the U.S.'s dominant position in the global supply chain of critical minerals and reduce dependence on imports of such minerals from foreign countries, particularly China. This will have profound implications for the security of China's critical minerals supply chain. Therefore, this paper proposes that the Act will lead to significant changes in the competitive landscape of the Chinese market, posing enormous challenges to the stability of supply chains, the green transformation and upgrading of the mining industry, and the demand for technological innovation. Based on this analysis, the paper suggests that China should strengthen the foundation of domestic critical mineral resources, timely assess and adjust the list of strategic minerals, closely monitor new trends in global supply chain adjustments, and expand diversified and autonomous mining markets as strategies to address risks in the critical minerals supply chain.

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历史
  • 收稿日期:2024-12-19
  • 最后修改日期:2025-01-13
  • 录用日期:2025-01-22