Critical Minerals and the Global Supply Chain
重要鉱物とグローバルサプライチェーン (AI 翻訳)
Maksym Chepeliev, Eddy Bekkers, Gokul Iyer, Yang Qiu, Krzysztof Wojtowicz, Brinda Yarlagadda, Ayse Nihal Yilmaz
🤖 gxceed AI 要約
日本語
クリーンエネルギー移行とAIの進展により重要鉱物の需要が急増する中、その供給網の構造と将来の進化を多鉱種にわたり包括的に分析。上流採掘、精製ボトルネック、下流製造、エネルギー・非エネルギー部門間の需要競合を検討し、供給リスク要因とレジリエンス強化のための技術・政策レバーを評価。将来予測のためのモデリング枠組みの要素を提示。
English
This review comprehensively analyzes critical mineral supply chains amid surging demand from clean energy transition and AI. It examines upstream extraction, refining bottlenecks, downstream manufacturing, and cross-sector demand competition, evaluating supply risk factors and technological/policy levers for resilience. It outlines core elements for modeling frameworks to support forward-looking decisions in a mineral-intensive global economy.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
日本は重要鉱物の輸入依存度が高く、GX推進に不可欠な資源確保が喫緊の課題。本レビューはサプライチェーン強靭化や国際協調の政策立案に示唆を与え、企業の調達戦略や開示対応にも有用。
In the global GX context
This review provides a global perspective on critical mineral supply chains, essential for energy transition and AI-driven demand. It informs policy discussions on supply resilience, trade, and environmental challenges, relevant to international frameworks like the IEA's critical minerals work and corporate disclosure of supply chain risks.
👥 読者別の含意
🔬研究者:Provides a comprehensive multi-mineral supply chain analysis and modeling framework elements for future research.
🏢実務担当者:Highlights supply chain risks and resilience levers for companies sourcing critical minerals.
🏛政策担当者:Offers policy levers and trade considerations for securing critical mineral supplies.
📄 Abstract（原文）
The accelerating global transition toward clean energy, expanding electrification, and rapid advances in artificial intelligence have sharply increased demand for critical minerals. These minerals underpin renewable power generation, energy storage, semiconductor manufacturing, and multiple strategic sectors, yet their supply chains remain highly complex, geographically concentrated, and exposed to significant economic, environmental, and geopolitical risks. This review provides a comprehensive, multi-mineral assessment of current supply chain structures and the forces likely to shape their future evolution. We examine upstream extraction, refining bottlenecks, downstream manufacturing dynamics, and emerging pressures arising from overlapping demand across energy and nonenergy sectors. The analysis highlights key factors influencing supply availability—including long project lead times, coproduction constraints, trade policies, and environmental challenges—and evaluates technological and policy levers that can enhance resilience. We outline core elements required for comprehensive modeling frameworks capable of supporting robust, forward-looking decision-making in the increasingly mineral-intensive global economy.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1146/annurev-resource-112624-125817first seen 2026-08-16 04:52:23
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