Assessment of key metals supply risk in China's strategic emerging industries
[Objective]The increasingly complex and volatile international environment aggravates the instability of the global key metal supply chain.Assessing the key metal supply risks of strate-gic emerging industries provides an important reference for national resource security,the stable de-velopment of emerging industries and the prevention and control of exogenous risks.[Methods]This study took six major strategic emerging industries in China and 29 key metal minerals re-quired as the research object,constructed a key metal supply risk assessment system for strategic emerging industries from three dimensions of availability,dependence,and affordability,and ana-lyzed the supply risks of different key metals and their impact by major countries during 2011-2020,as well as the extent to which major products of strategic emerging industries are affected.[Results](1)From 2011 to 2020,the supply risk of platinum group metals,hafnium and niobium is particularly prominent,and the supply risk of key metals such as nickel,cobalt,zirconium and lithi-um changes with the change of hot industries,and gradually increases in the later period;(2)Rus-sia,Australia,the United States,Canada,Brazil affect the supply risk of more than 10 key metals in China,while South Africa,Chile and the Democratic Republic of the Congo(DRC)affect the num-ber of key metals is relatively small,but the impact is particularly high;(3)New materials,new en-ergy,high-end equipment manufacturing,new generation of information technology four categories of strategic emerging industries are relatively vulnerable,especially catalysts,permanent magnets,lithium-ion batteries,aerospace equipment,electronic products are vulnerable to platinum group metals,hafnium,germanium,cobalt and other key metals.(4)Gallium,lead,rubidium,thallium and other key metals with small overall impact will have a greater impact on a few products,which is worth paying attention to.[Conclusion]With the increasing instability of the global supply chain of key metals,strengthening import and export control,refining data statistics,improving risk con-trol mechanisms,building early warning platforms,strengthening technological innovation,and in-novating resource utilization systems have enlightening significance and practical value for prevent-ing and resolving exogenous risks and ensuring resource security and industrial security.
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