中国人口·资源与环境2024，Vol.34Issue(5)：19-33,15.DOI:10.12062/cpre.20231203
地缘政治与战略资源产业链重构
Geopolitics and critical resource industrial chain restructuring:a study of rare earth minerals and materials
摘要
Abstract
Clean energy transformation in major powers,especially the rapidly expanding electric vehicle and wind power industries,has sparked an increasing demand for strategic resources such as rare earths(RE).The RE industrial chain has become a focal area of geopolitical competition between China and the United States.This paper utilizes theories and methods from law and political econom-ics,employing the classic paradigm of global governance,to examine the underlying motivations and geopolitical impacts of the United States in promoting the restructuring of the global rare earth industrial chain.Taking into account the two major characteristics of the U.S.'geopolitical strategy,namely'controlling key industrial chains'and'containing China with allies,'this paper reveals the under-lying logic and strategic responses of significant political and economic relationships in the ongoing geopolitical competition.These rela-tionships include the connection between the decoupling of the RE industrial chain and reconstruction of the global'dual chain'pat-tern,the enactment of the'three major acts'by the U.S.,and the dominance of the global clean energy industry system,as well as the game between China and the United States as major powers and Japan's industrial security.The results show that:① In terms of con-trolling key industrial chains,the technological'de-rare earth'initiatives of downstream enterprises are reinforcing the'de-siniciza-tion'strategic orientation of western governments,and vice versa.This joint effort is promoting the formation of a global strategic re-source'dual chain'pattern.② In terms of containing China with allies,the United States requires that Japan and other allied countries share the responsibility in geopolitical competition with China.Japan,driven by its own interests,has been deeply involved in the re-structuring of the global RE industrial chain,shifting from a high dependence on Chinese RE imports to a deep participation in a new global RE industrial chain led by the U.S.③ The promulgation of the'three major acts'by the U S.is a strong proof of its consistent use of domestic laws to shape geopolitical relations.The underlying motivation behind this is to reshape the strategic resource industrial chain and gain control of the global clean energy transformation.In the face of escalating strategic resource competition and based upon the'dual circulation'new development pattern,China should,on the one hand,leverage its resources and production capacity advan-tages in the front and middle streams of the industrial chains,leading the independent extension of the strategic resource industry chain through innovation.On the other hand,China should engage strategically and integrate global key mineral resources,develop effective countermeasures,and continuously enhance the resilience of key industrial chains such as rare earths,so as to improve the level of na-tional strategic resource security.关键词
清洁能源/稀土/战略资源/产业链重构/地缘政治竞争Key words
clean energy/rare earths/strategic resources/industrial chain restructuring/geopolitical competition分类
管理科学引用本文复制引用
杨丹辉,高风平,刘思艺,弓宇峰..地缘政治与战略资源产业链重构[J].中国人口·资源与环境,2024,34(5):19-33,15.基金项目
国家社会科学基金项目"中国战略稀土产业绿色转型法律治理研究"(批准号:19BFX171) （批准号:19BFX171）
中国社会科学院长城学者计划(2024)"能源转型下关键矿产全球供求格局演变与中国关键矿产产业链安全研究"(批准号:2024CCXZ005) （2024）
内蒙古自治区高等学校人文社会科学重点研究基地开放课题(批准号:KFSM-KDSK0203) （批准号:KFSM-KDSK0203）
内蒙古自治区高等学校青年科技英才支持计划资助(批准号:NJYT-20-A13) （批准号:NJYT-20-A13）
国家重点研发计划项目和内蒙古自治区科技重大专项"白云鄂稀土矿产资源基地固废循环利用集成示范"(批准号:2020YFC1909100 （）
2021ZD0016). （）
