COPPER: DEMAND, SUPPLY, AND STRATEGIC IMPORTANCE IN THE FUTURE ECONOMY
銅：需要、供給、そして将来経済における戦略的重要性 (AI 翻訳)
Sharofkhon Zikriyoev
🤖 gxceed AI 要約
日本語
本論文は、グリーン技術に不可欠な銅の需給動向を分析。2024年の世界銅埋蔵量は9.8億トン、生産2,300万トンに対し消費2,600万トン超。鉱石品位の低下（1991年比40%減）やコスト上昇が課題であり、リサイクルと技術革新の重要性を指摘。銅の戦略的価値とネットゼロ目標達成への寄与を強調する。
English
This paper analyzes the supply-demand dynamics of copper, essential for green technologies. In 2024, global copper reserves stood at 980 million metric tons, with production at 23 million metric tons but consumption exceeding 26 million metric tons. Declining ore grades (down 40% since 1991) and rising costs necessitate innovation and recycling. The study highlights copper's strategic role in achieving net-zero goals and the paradox of rising demand versus mining expansion resistance.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
日本は銅のほぼ全量を輸入に依存しており、本分析はサプライチェーン強靭化や資源外交、国内リサイクル促進の重要性を示唆。GX推進には銅の安定調達が不可欠であり、政策立案や企業の調達戦略に示唆を与える。
In the global GX context
Globally, copper is a critical mineral for electrification and decarbonization. This paper underscores the tension between accelerating green demand and supply constraints, emphasizing the need for international standards, recycling, and innovative extraction technologies. It provides a data-driven foundation for policymakers and industries to address copper supply security.
👥 読者別の含意
🔬研究者:Provides quantitative data on copper reserves, production, and consumption trends, useful for supply chain modeling and critical mineral research.
🏢実務担当者:Highlights supply risks and strategic importance, aiding procurement and resource planning for industries reliant on copper (e.g., renewable energy, EVs).
🏛政策担当者:Offers evidence for designing critical mineral strategies, recycling incentives, and international cooperation to ensure supply for net-zero transitions.
📄 Abstract（原文）
Copper is a unique metal with exceptional physical and chemical properties, including high electrical and thermal conductivity, corrosion resistance, and recyclability. These characteristics make copper indispensable for modern technologies ranging from renewable energy systems and electric vehicles to AI-driven data centers and digital infrastructure. Global copper reserves were estimated at 980 million metric tons in 2024, while identified and undiscovered resources exceeded 5,600 million metric tons. Global mine production reached 23 million metric tons, yet consumption surpassed 26 million metric tons, driven largely by China and other industrial economies. Average copper prices in 2024 stood at around $8,400 per metric ton, reflecting supply constraints and rising demand. This thesis highlights copper’s strategic role in achieving net-zero goals, emphasizing the paradox between rising demand for green technologies and resistance to mining expansion. Declining ore grades (down 40% since 1991), increasing labor and energy costs, and tariff pressures necessitate innovative extraction technologies, automation, and expanded recycling. The study underscores the importance of adopting international standards and sustainable practices to ensure long-term supply security.
🔗 Provenance — このレコードを発見したソース
- Zenodo https://zenodo.org/records/21397808first seen 2026-07-17 04:11:52
🔔 こうした論文の新着を逃したくない方は キーワードアラート に登録（無料・3キーワードまで）。
gxceed は公開メタデータに基づく研究支援データセットです。要約・翻訳・解説は AI 支援で生成されています。 最終的な解釈・検証は利用者が原典資料に基づいて行うことを前提とします。