近年来,随着全球能源绿色转型和新兴产业的快速发展,关键矿产的战略价值日益凸显,世界各国对关键矿产的需求和重视快速上升,纷纷出台关键矿产战略,加快全球关键矿产供应链布局。关键矿产稀缺、难以替代、资源分布不均的特征,使其成为大国博弈的焦点。非洲关键矿产资源储量丰富,是钴、铜、锂、铀等矿产的重要来源地,因此成为各国争夺的重点。美欧等国强化了对非洲关键矿产布局,试图通过增加高层政治往来、建立矿业合作伙伴关系、加大对非投资和项目合作力度、制定矿业绿色标准等方式,增强对非洲关键矿业开发的控制力,从而在新一轮资源竞争中占据优势地位,削弱中国在关键矿产领域的影响力。总体来看,非洲关键矿产开发利用前景广阔,中国应加大在关键矿产领域与非洲的合作力度,为新能源产业发展和“双碳”目标实现提供助力。
In recent years,with the rapid development of the global green transformation and emerging industries,the strategic value of critical minerals has become increasingly prominent. The demand and attention of countries around the world for critical minerals have risen rapidly,and they have successively introduced critical mineral strategies and accelerated the layout of the global critical mineral supply chain. The characteristics of critical minerals,such as scarcity,difficulty in substitution,and uneven distribution,have made them the focus of great power competition. Africa is rich in critical mineral resources and is an important source of minerals such as cobalt,copper,lithium,and uranium,has become a key target of competition among countries. The United States and European countries have intensified their layout of critical minerals in Africa,attempting to enhance their control over the through increasing high-level political exchanges,establishing mining partnerships,increasing investment and project cooperation in Africa,and establishing green mining standards. These efforts aim to secure a dominant position in the new round of resource competition and weaken China’s influence in the critical mineral field. Overall,the development and utilization of critical mineral resources in Africa have broad prospects. China should increase its cooperation with Africa in the field of critical minerals to support the development of new energy industry and the achievement of the dual carbon goals.