地质通报2026，Vol.45Issue(5)：767-777,11.DOI:10.12097/gbc.2025.02.002
"双碳"背景下锑资源需求动能转变及对中国的启示
Transformation of antimony resource demand momentum under the background of"dual carbon"and its implications for China
摘要
Abstract
[Objective]Antimony metal is an important strategic resource.In recent years,with the global acceleration of the"dual carbon"goals and the continuous intensification of geopolitical conflicts,antimony has attracted much attention from governments and markets around the world due to its new energy and military attributes.Understanding the global supply and demand trends of antimony resources under the background of"dual carbon"is of great significance for the rational planning and development of antimony resources in China.[Methods]This paper systematically analyzes the future demand and supply trend of global antimony resources by collecting the data of global antimony resource reserves,production and demand.[Results]The study found that under the background of"dual carbon",the rapid development of the photovoltaic industry has led to a rapid increase in the demand for antimony for photovoltaic glass,and the demand for antimony resources in the photovoltaic field has become a new growth point.At the same time,due to environmental protection and performance factors,antimony demand may decline in flame retardants,lead-acid batteries and other traditional main antimony downstream application areas.And the consumption momentum of antomony is shifting from flame retardants to photovoltaic glass.In terms of supply,the abundance of antimony in the earth's crust determines the high scarcity of antimony resources.The distribution of antimony resources is zoned and concentrated,which mainly concentrates in China(29.48%),Russia(16.12%),Bolivia(14.28%)and Kyrgyzstan(11.98%).Affected by multiple factors such as the depletion of antimony mine resources,safety and environmental protection issues,and the strengthening of strict control of antimony resources in various countries,the global supply of antimony resources continues to decline.Besides,the supply of recycled antimony is limited due to the difficulty of antimony recycling in the main application fields.The metallurgical technology of antimony resources is developing in the direction of green and low-carbon.[Conclusions]In the long term,the global supply of antimony resources will continue to shrink,and the gap between supply and demand will continue to expand.In response to the above situation,the research proposes to:first,increase domestic exploration and development of antimony resources and strengthen international cooperation on antimony resources;second,accelerate the research on antimony resource beneficiation and smelting technologies and promote the utilization of recycled antimony resources;third,strengthen self-discipline in the antimony resources industry to promote its healthy development.关键词
"双碳"目标/锑资源/光伏玻璃/全球供需形势/供应保障Key words
"dual carbon"goal/antimony resources/photovoltaic glass/the global supply and demand situation/supply guarantee分类
天文与地球科学引用本文复制引用
陈志勇,朱清,雷涯邻,李文慧.."双碳"背景下锑资源需求动能转变及对中国的启示[J].地质通报,2026,45(5):767-777,11.基金项目
国家社科基金后期项目《全球矿业治理与发展转型研究》(编号:25FJYB057)、上海自然资源研究中心开放课题《自然资源领域上海陆海统筹实践策略研究》(编号:2025(Z)-K05A)、碳排放权交易省部共建协同创新中心(湖北经济学院)研究课题《新质生产力驱动矿业高质量发展的逻辑和路径》(编号:25CICETS-YB008)和中央高校基本业务费项目《中国参与全球矿业治理的机制和路径研究》(编号:2652025026) Supported by The National Social Science Foundation's Later Project(No.25FJYB057),the Open Research Topic of the Shanghai Natural Resources Research Center(No.2025(Z)-K05A),Carbon Emission Rights Trading Provincial-Ministerial Jointly Constructed Collaborative Innovation Center(Hubei University of Economics)Research Project(No.25CICETS-YB008)and The Central University Basic Operating Fund Project(No.2652025026) （编号:25FJYB057）
