Hinrich Foundation：2024年中国对关键矿产的长期阴影笼罩着亚洲报告（英文版）

It has long been recognized that green technology requires a range of metals and minerals in quantities that are currently the subject of a global geopolitical contest.1 Exactly how large the supply-demand gap is varies according to the mineral, and most importantly the speed and degree to which the climate policy transition away from fossil fuels takes place, but what is not in dispute is the relative scarcity of key minerals. While China currently dominates many of the industries that are d