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美国重构印太关键矿产供应链的布局、制约因素及其对中国的影响OA北大核心CHSSCDCSSCI

The U.S.Reconstruction of the Indo-Pacific Critical Mineral Supply Chain:Arrangements,Constraints and Impacts

中文摘要英文摘要

拜登政府试图通过重构印太地区的关键矿产供应链,推动供应链"去中国化",以削弱中国的工业能力,并提升美国及其盟国对全球关键矿产市场的利益攫取能力.这一关键矿产供应链重构布局有以下特征:基于双边合作的机制嵌套、基于地缘政治逻辑的遏华倾向,以及美国主导的行业"标准"与规则塑造.美国在重构印太关键矿产供应链布局的过程中,面临诸多制约因素,主要体现在:盟伴之间存在利益诉求抵牾、美国对地区发展中国家开放市场的意愿与提供公共产品的能力不足,以及美国试图动员地区国家协同其对华地缘政治博弈与地区国家寻求战略自主存在矛盾等.美国试图重构印太关键矿产供应链会在一定程度上增加中国关键矿产海外供应风险,对中国矿企在地区国家的投资项目以及中国的产业链地位造成负面影响,但中国与地区国家在关键矿产领域的投资合作态势、产业合作效能等因素,也将在减缓此类负面冲击方面发挥重要作用.

The Biden administration is committed to reshaping the supply chain of critical minerals in the In-do-Pacific region.Its aims include weakening China's industrial capacity,promoting the de-risking China's supply chains and enhancing the ability of the US and its allies to capture the interests of global mineral markets.The arrangements of the US is characterized by building an interconnected network of mechanisms based on bilateral cooperation mechanisms,developing the strategic tendency to contain China based on ge-opolitical logic and promoting the industry rules led by the U.S..However,the arrangements of the U.S.face many constraints in the conflict of interest demands among allies and partner countries.Second,the U.S.lacks the willingness and ability to provide public goods for the developing countries in the region.Third,the U.S.is trying to involve the IPEF member states in containing China,but some of them want to maintain their strategic autonomy.Despite this,the attempt of the U.S.to restructure the supply chain of critical min-erals in the Indo-Pacific region will increase the risk of overseas supply of China's critical minerals,and have a negative impact on the investment projects of Chinese enterprises in regional countries and China's position in the global industrial chain.However,the investment cooperation and industrial collaboration be-tween China and regional countries in the field of critical minerals will play an important role in mitigating such negative impacts.

孙海泳

上海国际问题研究院,上海 200233

政治法律

供应链"印太经济框架"关键矿产美国对华政策

critical mineralsIndo-pacific strategyIndo-pacific economic frameworkAmerica's China policyde-risking supply chains

《太平洋学报》 2024 (006)

48-61 / 14

本文系作者主持的国家社科基金2023年年度项目"美国关键矿产供应链重塑战略与我国应对研究"(23BGJ046)的阶段性成果.

10.14015/j.cnki.1004-8049.2024.06.004

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