清洁能源转型下关键金属产业链碳排放研究综述与展望  

A review and prospect of research on carbon emissions from the critical metal industry chain under clean energy transition

作　　者：朱学红[1,2] 李双美[1,2] 曾安琪 ZHU Xuehong;LI Shuangmei;ZENG Anqi(School of Business,Central South University,Changsha 410083,China;Institute of Metal Resources Strategy,Central South University,Changsha 410083,China;School of Marxism,Central South University,Changsha 410083,China)

机构地区：[1]中南大学商学院,长沙410083 [2]中南大学金属资源战略研究院,长沙410083 [3]中南大学马克思主义学院,长沙410083

出　　处：《资源科学》2023年第1期1-17,共17页Resources Science

基　　金：国家社会科学基金重大项目(21&ZD103);国家自然科学基金青年项目(72204270);中南大学研究生自主探索类科研创新项目(2022ZZTS0325)。

摘　　要：【目的】在全球碳中和背景下,清洁能源技术迎来井喷期,关键金属需求及产业链碳排放将大幅攀升。【方法】为了深入厘清清洁能源转型下关键金属产业链碳排放的驱动机理、研究方法和减排路径,本文基于系统性关联视角,站在全产业链的高度对相关研究进行了系统梳理和整合分析。【结果】研究发现:(1)清洁能源转型从需求侧拉动关键金属需求,从供给侧降低碳排放强度,供需双轮共同驱动关键金属产业链碳排放;(2)关键金属产业链碳排放核算和预测需集成多种方法模型,应根据不同的分析对象选择适配的研究方法;(3)现有研究重点关注关键金属冶炼和回收环节的碳减排路径,尚未从全产业链的角度识别降碳路径。【结论】未来需基于“金属-能源-碳”多要素关联视角和集成性方法进一步验证关键金属产业链碳排放的内在机理并研判其未来态势,在此基础上结合“中国因素”系统性地设计和识别关键金属全产业链碳减排路径,为达成碳中和目标提供现实依据和决策参考。[Objective]Under the background of achieving global carbon neutrality,clean energy technologies are booming and the demand for critical metals and the industrial carbon emissions will rise sharply.[Methods]To further clarify the driving mechanism,methodological framework,and carbon emission reduction pathways of the critical metal industry chain under the clean energy transition,this study systematically reviewed and integrated the relevant research from the perspectives of systematic nexus and the whole industry chain.[Results]We found that clean energy transition induces the terminal demand for critical metals from the demand side and reduces the carbon emission intensity from the supply side,which jointly drive the industrial carbon emissions;it is required to integrate a variety of methods and models to calculate and predict the carbon emissions of the critical metal industry chain,and we should select suitable research methods according to the research objects;existing research mainly focuses on carbon emission reduction pathways in the smelting and recycling stages,and has not systematically identified the pathways from the viewpoint of the whole industry chain yet.[Conclusion]In the future,based on the metal-energy-carbon nexus theory and integrated methods,it is necessary to further verify the internal mechanism and study the trends of carbon emissions in the critical metal industry chain.Furthermore,it is essential to systematically design and identify the carbon reduction pathways from the whole industry chain with the“China factor”incorporated,providing a realistic basis and decision-making reference for achieving the goal of carbon neutrality.

关 键 词：清洁能源转型 关键金属 碳排放 系统性关联视角 全产业链 

分 类 号：F416[经济管理—产业经济] X322[环境科学与工程—环境工程]