南アジア・東南アジアにおける将来のエネルギー転換鉱物需要と障壁
Future Energy Transition Mineral Demands and Barriers for South and Southeast Asia (原題)
Seaver Wang, Peter J. Cook, Ryan Alimento, Soichi Morimoto, Firuz Ahamed Nahid, Pooja Sankhyayan, Tarun Sharma
🤖 gxceed AI 要約
日本語
本論文は、インド・バングラデシュ・ASEAN諸国を対象に、電力・運輸部門のエネルギー転換鉱物需要を推計する新モデルを提示する。2050年までにASEANと南アジアは米国並みの消費地域となる可能性があり、域内生産は黒鉛・リチウム等で大幅に不足する。輸入依存、国内クリーン技術製造、資源確保政策のトレードオフを指摘し、リサイクルや国際協力の必要性を訴える。
English
This study models future energy transition mineral demand for power and transport in India, Bangladesh, and ASEAN. By 2050 these regions may consume at levels comparable to the US, yet domestic mining falls short—especially for graphite and lithium. The authors highlight tradeoffs between import dependence, domestic clean-tech manufacturing, and mineral security policy, urging recycling, efficiency, and international cooperation.
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
日本企業がASEAN・南アジアでEV・電池・太陽光のサプライチェーンを展開する中、資源調達リスクと現地製造政策の動向を把握する上で有用。SSBJのScope3開示や調達リスク管理にも示唆を与える。
In the global GX context
As global disclosure frameworks (ISSB, CSRD) increasingly require supply-chain and transition-plan transparency, this paper provides empirical mineral-demand evidence for emerging Asia—regions often underrepresented in transition-risk research. It informs transition finance and resource-security debates beyond the usual EU/US focus.
👥 読者別の含意
🔬研究者:新興国向け鉱物需要モデルの手法と地域別需給ギャップの実証データを提供する。
🏢実務担当者:ASEAN・南アジアでの調達・製造拠点戦略において、鉱物供給リスクと現地政策リスクを評価する材料となる。
🏛政策担当者:資源安全保障と国内産業育成の両立に向けた政策設計（リサイクル、国際協力、鉱山開発）の根拠を提供する。
📄 Abstract（原文）
Abstract While the global geological availability of critical minerals is likely sufficient to support energy transition efforts, geographically imbalanced energy transition mineral production and consumption raise concerns around supply chain disruption and import dependence. While regions like Europe and the United States are actively studying such vulnerabilities, they remain relatively underexplored for emerging economies. This study uses a new, customizable mineral demand model for a wide set of commodities to estimate future energy transition mineral demand in the power generation and transport sectors for India, Bangladesh, and countries in ASEAN. Results indicate that ASEAN and South Asia may become significant consumers by 2050 on par with developed economies like the United States. In many cases, current mining in South and Southeast Asia falls short of projected regional demands. Both regions lack requisite graphite and lithium production. South Asia faces additional nickel, rare earths, copper, polysilicon, and cobalt deficits. Our results identify mineral supply-demand imbalances that may present future tradeoff risks between import dependence, downstream clean technology manufacturing ambitions, and public policy efforts to secure energy transition mineral supplies. Such results pose important implications particularly for countries like India, Vietnam, and Indonesia seeking to develop domestic solar, battery, and electric vehicle industries. This analysis highlights the need for emerging economies to proactively assess the mineral security considerations of national goals and to adopt efforts including recycling, energy efficiency, materials research and substitution, international cooperation, and mining and processing project development to alleviate supply-demand imbalances.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1088/1748-9326/aea7bbfirst seen 2026-10-03 04:49:40
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