Closing the Infrastructure Gap for Decarbonization: The Case for an Integrated Mineral Supply Agreement
Closing the Infrastructure Gap for Decarbonization: The Case for an Integrated Mineral Supply Agreement
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DOI：
10.1021/acs.est.2c05413
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发表时间：
2022-10-26
影响因子：
11.4
通讯作者：
Perrons, Robert K.
中科院分区：
文献类型：
--
作者：
Ali, Saleem H.;Kalantzakos, Sophia;Perrons, Robert K.
建设绿色能源转型的基础设施将需要大量的原料金属。然而，据目前估计，世界可能正面临“基础设施缺口”，这可能会阻碍我们实现联合国可持续发展目标的目标。之前的调查主要集中在采矿业的采掘方面，以实现这些目标，以及在这些上游市场部分迫在眉睫的瓶颈和区域挑战。原材料价值链的下游加工环节，市场集中度也很高，但关注较少。随着地区大国试图提高金属供应链的安全性，日益加剧的国际紧张局势和地缘政治事件已导致采矿加工能力转向“回流”和“近岸”。在增强弹性的同时，这些转变也会削弱全球采矿供应网络的整体有效性，从而阻碍世界缩小绿色能源基础设施差距的能力。我们认为，扩大国际可再生能源机构（IRENA）的职权范围，包括协调这些关键任务的金属加工功能，可以缓解这些问题。在IRENA的主持下，G20是促成综合矿物加工协议的一个潜在论坛。
Significant amounts of feedstock metals will be required to build the infrastructure for the green energy transition. It is currently estimated, however, that the world may be facing an "infrastructure gap" that could prevent us from meeting United Nations Sustainable Development Goal targets. Prior investigations have focused on the extractive aspects of the mining industry to meet these targets and on looming bottlenecks and regional challenges in these upstream market segments. Scant attention has been paid to the downstream processing segments of the raw materials value chain, which also has a high degree of market concentration. Growing international tensions and geopolitical events have resulted in a shift toward "reshoring" and "near-shoring" of mining processing capabilities as regional powers attempt to make metal supply chains more secure. While increasing resilience, these shifts can also dilute the overall effectiveness of the global mining supply network and subsequently hamper the world's ability to close the green energy infrastructure gap. We argue that broadening the remit of the International Renewable Energy Agency (IRENA) to include coordinating these mission-critical metal processing functions can mitigate these issues. The G20 is one potential forum for enabling an integrated mineral processing agreement under the auspices of IRENA.