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2000-2020年日本钴物质流演变特征

Evolution of cobalt material flow in Japan from 2000 to 2020

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[目的]钴是绿色低碳能源转型中不可或缺的关键金属之一.日本是全球钴资源主要消费和贸易国,厘清日本钴资源在全生命周期中流量和存量演变特征以及贸易格局动态变化,对了解全球钴物质循环具有重要意义.[方法]本文采用动态物质流分析方法,构建了基于全生命周期贸易关联的日本钴物质流分析框架,揭示了2000-2020年日本钴物质流演变特征.[结果]①流量分析表明,2000-2020年日本累计消费272000t钴,日本钴资源流量、流向均发生大幅转变,精炼阶段钴盐产量大幅增长,制造阶段电动汽车电池逐渐取代消费电子电池占据主导地位,使用阶段钴资源消费呈"先增后降"的演变趋势,始终以消费电子电池为主体,废弃物管理阶段旧废料若可以100%循环利用,则可以满足日本本土需求.②存量分析表明,传统应用在用存量"先增后降",新兴应用在用存量稳步提升,在用存量结构仍以消费电子电池为主,电动汽车电池超越高温合金位居第二.③贸易格局分析显示,日本进口来源国日趋多元化,但日本对中国的材料依赖却大幅增加;同时,日本含钴终端产品出口市场则由亚洲占主导转向美欧.[结论]长期以来,日本钴产业链形成了"上中游进,下游出,两头在外"的深加工发展模式,在交通领域能源转型和产业政策驱动下,电动汽车电池逐渐成为拉动制造阶段钴资源消耗的主要驱动力,日本通过资源外交、替代品和减量化技术研发等手段以保障钴供应链的稳定.本文既可以为系统、动态开展细粒度国别尺度钴物质流研究奠定基础,又可以为精准研判日本钴供应链产业链演变态势,不断完善以钴为代表的战略性关键矿产安全保障机制提供参考.
[Objective]Cobalt stands as a critical metal in the transition toward green,low-carbon energy.Japan,a significant consumer and trading hub for global cobalt resources,plays a pivotal role in elucidating the flow and evolutionary traits of global cobalt resources across the lifecycle,as well as the dynamic shifts in trade patterns.[Methods]This study employed the dynamic material flow analysis method to construct a framework analyzing the flow of cobalt within Japan's trade network across its life cycle.It examined the evolution of cobalt material flow in Japan from 2000 to 2020.[Results]The flow analysis showed that Japan's cobalt consumption totaled 272000 tons,showcasing notable alterations in flow and direction.The production of cobalt salt surged in the refining stages,witnessing a transition from consumer electronics batteries to electric vehicle batteries in manufacturing.Cobalt resource consumption during the usage stage demonstrated an initial increase followed by a subsequent decline,consistently led by consumer electronics batteries.With full recycling of waste in the waste management stage,the domestic demand of Japan could be met.The stock analysis showed that conventional applications experienced an initial rise followed by a decline,while emerging applications steadily grew.Consumer electronics batteries continued to dominate the stock structure,with electric vehicle batteries surpassing superalloys to secure the second position.The trade pattern analysis showed that despite a diversification of Japan's import sources,material reliance on China surged significantly.Simultaneously,Japan's cobalt-containing terminal product export market shifted from Asia to the United States and Europe.[Conclusion]Japan's cobalt industry established a comprehensive processing model of"upper-middle stream in-flow and lower stream out-flow".Driven by transportation energy shifts and industrial policies,electric vehicle batteries emerged as the primary driver for cobalt resource consumption in manufacturing.Japan ensures cobalt supply chain stability through resource diplomacy,substitution,and research and development in reduction technologies.On the one hand,the relevant conclusions can lay the foundation for global systematic and dynamic research on fine-grained country-scale cobalt material flows.On the other hand,this analysis of Japan's cobalt material flow serves as a reference for China to accurately examine and evaluate the evolution of Japan's cobalt supply and industrial chain.This knowledge may foster the improvement of strategic mineral security,particularly concerning cobalt.

cobaltlife cycletrade linkmaterial flow analysisJapan

徐大兴、代涛、刘立涛、杜力普、罗凡杰、欧阳锌、田楠、刘刚

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中国地质科学院全球矿产资源战略研究中心,北京 100037

中国科学院地理科学与资源研究所,北京 100101

中国地质大学(北京)地球科学与资源学院,北京 100083

成都理工大学管理科学学院,成都 610059

北京大学城市与环境学院,北京 100871

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生命周期 贸易关联 物质流分析 日本

国家自然科学基金国家自然科学基金国家自然科学基金中国地质调查局地质调查项目

522701917199148471991480DD20221795

2023

资源科学
中国科学院地理科学与资源研究所 中国自然资源学会

资源科学

CSTPCDCSSCICSCDCHSSCD北大核心
影响因子:2.408
ISSN:1007-7588
年,卷(期):2023.45(11)
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