Evolving supply risks of raw materials in hydrogen production: Transitioning from fossil fuels to metals
水素製造における原材料の供給リスクの進化：化石燃料から金属へ (AI 翻訳)
Y Li, Anish Koyamparambath, B. McLellan, Emmanuel Mignard, Guido Sonnemann
🤖 gxceed AI 要約
日本語
エネルギー転換に伴い、水素製造は化石燃料ベースから電解槽技術へ移行し、供給リスクが金属へシフトする。GeoPolRisk手法を用いて5つの電解槽タイプの地政学リスクを評価した結果、金属のリスクは化石燃料を大幅に上回る。各国のリスクプロファイルは異なり、サプライチェーンの強靭化が重要。
English
As the energy transition shifts hydrogen production from fossil fuels to electrolysers, supply risks move to critical metals. Using the GeoPolRisk approach, this study assesses geopolitical risks for five electrolyser types across Australia, China, EU, Japan, and the USA. Metal risks (up to 0.5) far exceed fossil fuel risks (below 0.15), highlighting the need for resilient supply chains through diversification 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
日本は水素を重要なエネルギー源と位置づけるが、資源輸入国であり、電解槽用金属の供給リスクは極めて高い。本論文は日本の水素戦略における調達リスク評価に直接的な示唆を与える。
In the global GX context
This study offers a multi-country perspective on critical mineral risks in hydrogen electrolysers, relevant to global energy transition discourse. Its methodological framework (GeoPolRisk) and mitigation strategies are applicable for ISSB/TCFD-related supply chain risk disclosures.
👥 読者別の含意
🔬研究者:Provides a geopolitical risk assessment methodology for critical minerals in hydrogen production, valuable for energy transition and supply chain risk research.
🏢実務担当者:Informs sourcing and investment decisions for electrolyser projects by highlighting metal-specific risks and geographical dependencies.
🏛政策担当者:Highlights the need for strategic resource policies and international cooperation to secure clean hydrogen supply chains.
📄 Abstract（原文）
The energy transition is driving hydrogen production from fossil-fuel-based routes to metal-intensive electrolyser technologies, shifting supply risks from fossil fuels to critical minerals. Using the GeoPolRisk approach, this study assesses geopolitical supply risks for fossil fuels and metals in five electrolyser types from the perspectives of Australia, China, the EU, Japan, and the USA. Results show that metals for electrolysers face risks up to 0.5, far exceeding those of fossil fuels (below 0.15). High risks are linked to niobium and rare earth elements in solid oxide electrolyser cells, platinum in proton exchange membrane electrolysers, and cobalt across technologies. National risk profiles vary, influenced by supplier choices. Large-scale clean hydrogen deployment will require more resilient supply chains. Mitigation strategies—such as mining investment, technological innovation, international cooperation, and diversification toward politically stable sources—could reduce long-term risks, mirroring historical fossil fuel market resilience.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1016/j.ijhydene.2026.155621first seen 2026-06-19 04:43:43
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