全球钼资源供需形势分析与展望  

Analysis and Prospect of Supply and Demand Situation of Glogal Molybdenum Resources

作　　者：冯丹丹 FENG Dandan(Chinese Academy of Natural Resource Economics,Beijing,101149,China)

机构地区：[1]中国自然资源经济研究院,北京101149

出　　处：《国土资源情报》2020年第10期39-44,共6页Land and Resources Information

基　　金：自然资源部部门预算项目“矿产品价格监测体系建设与矿业高质量发展跟踪预警研究”(编号:121102000000180047)。

摘　　要：世界钼资源丰富,形成了中国、美国和智利“三足鼎立”的生产供应格局和以中国为龙头,西欧、美国和日本等共存的“四分天下”的消费格局。中国是世界钼资源大国,储量占全球的46.1%,产量和消费量分别占全球的37.5%、36%。未来全球宏观经济下行压力不断积累、中美贸易局势不定、环保政策趋严等多重因素叠加,导致全球钼矿需求下降,可能出现供应显著过剩局面。同时,随着“中国制造2025”的推进实施,制造业产业升级,高性能合金钢、不锈钢和高速工具钢的快速增长将带动钼消费量增长,未来中国国内钼矿供应可能出现紧张局面。There are abundant molybdenum resources on the Earth.The industry of molybdenum has been shaped up with a model of"three-legged"production and supply pattern by China,the United States,and Chile,along with a"four-part world"consumption pattern in which developed regions such as Western Europe,the United States,and Japan coexist with China as the leader.China is one of the largest molybdenum resources in the world,with reserves accounting for 46.1%of the total,and production and consumption for 37.5%and 36%respectively.As a future trend,a decline in global molybdenum demand with a large supply surplus is speculated lead by the accumulation of downward pressure on the global macro-economy,the uncertain trade situation between China and the United States,and the increasingly stringent environmental protection policies.Meanwhile,the rapid growth of high-performance alloy steel,stainless steel,and high-speed tool steel will be driving the growth of molybdenum consumption in China with the implementation of"Made in China 2025"and upgrading of the manufacturing industry.In the long term viewpoint,China's domestic molybdenum mine supply may be tense.

关 键 词：供需形势 消费结构 钼矿储量 全球消费 

分 类 号：F416.1[经济管理—产业经济]