首页|印度关键矿产战略动向及对中国的影响

印度关键矿产战略动向及对中国的影响

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近年来,芯片、半导体、电动汽车及其他高新科技和清洁能源所必需的"关键矿产"已成为全球主要大国战略博弈的新领域,呈现出竞争种类高度重叠、地缘布局角力明显、各方资本争夺加剧、资源保护主义抬头等趋势.印度政府日益认识到关键矿产的重要性和稀缺性,在2023年首次将关键矿产政策提升至国家战略层面.印度的关键矿产战略高度重视矿产供应链的风险防控,强调供应来源多元化、价值链本土化和降低对华进口依赖,但在未来仍面临着环保问题、原住民抗争等诸多挑战.此外,印度与美国、日本、澳大利亚等一道组建国际矿产供应联盟,力推的供应链"去中国化"已从下游终端应用环节向中游加工制造,乃至上游基础原材料领域蔓延,这加剧了国际矿产市场博弈的复杂程度.
The Indian Critical Minerals Strategy and Its Impact on China
Critical minerals,essential in chips,semi-conductors,electric vehicles,solar panels and other high-tech products,have become the last frontier of great power competition,which shows the trends that the competing species overlap,geo-politics interferes with it,international capital fights more fiercely and resource protectionism is rising.The Indian government has increasingly realized the significance and rareness of critical minerals and first upgraded its policy of critical minerals to a national strategy.The critical minerals strategy attaches great importance to risk prevention and control in the supply chain,which seeks to achieve the diversification,localization and decoupling from China of minerals supply,while facing several challenges in the future.The fact that India established international strategic alliance on critical minerals with the United States,Japan,Australia and so on intensifies the international competition on critical minerals and fuels the strategic suspicion towards China.

Supply ChainCritical MineralsResource SecurityIndian Diplomacy

魏益帆

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中国人民大学国际关系学院 北京,100872

供应链 关键矿产 资源安全 印度外交

2023年广西哲学社会科学研究课题

23FGJ003

2024

亚太经济
福建社会科学院

亚太经济

CSTPCDCSSCICHSSCD北大核心
影响因子:0.997
ISSN:1000-6052
年,卷(期):2024.(5)