Structural Constraints to Sustainable Supply Chain Diversification: Rare Earth Elements, Business Strategy and Resilience in the Energy Transition
エネルギー移行における持続可能なサプライチェーン多様化への構造的制約：希土類元素、ビジネス戦略、レジリエンス (AI 翻訳)
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🤖 gxceed AI 要約
日本語
希土類元素（REE）は低炭素技術に不可欠だが、サプライチェーンは集中し脆弱である。本論文はシステムレベルの枠組みを開発し、REEサプライチェーンの多様化における構造的制約を説明する。企業レベルの戦略だけではシステムの脆弱性を解決できず、調整された能力構築と持続可能性・競争力・供給安全保障の整合が必要と結論づける。
English
Rare earth elements (REEs) are critical for low-carbon technologies but face concentrated and vulnerable supply chains. This paper develops a system-level framework explaining structural constraints on sustainable supply chain diversification in REE systems. It finds that firm-level strategies do not resolve systemic vulnerabilities; resilience depends on coordinated capability-building and alignment of sustainability, competitiveness, and supply security.
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REEの主要輸入国であり、供給リスクへの対応が重要。本論文は、サプライチェーン多様化の限界をシステム的に論じており、日本の資源戦略や企業の調達リスク管理に示唆を与える。
In the global GX context
This paper contributes to global discourse on critical mineral supply chains for the energy transition. It challenges the assumption that market-driven diversification ensures resilience, which is relevant for policies like the EU Critical Raw Materials Act and US Inflation Reduction Act.
👥 読者別の含意
🔬研究者:Scholars in sustainable supply chain management and energy transitions will find a novel system-level framework explaining why diversification fails in strategic materials.
🏢実務担当者:Corporate sustainability teams in industries reliant on rare earths (e.g., EV, wind) should understand that firm-level diversification strategies alone are insufficient.
🏛政策担当者:Policy makers in resource-dependent economies should consider coordinated capability-building and alignment of sustainability and security goals.
📄 Abstract（原文）
ABSTRACT Rare earth elements (REEs) are critical inputs for low‐carbon technologies, yet their supply chains remain highly concentrated and vulnerable. Although diversification is widely promoted as a strategy to enhance supply chain resilience, its feasibility in strategic material systems remains limited. This paper develops a system‐level framework to explain the structural constraints on sustainable supply chain diversification in REE systems. Drawing on global value chains, industrial policy and sustainability perspectives, it conceptualises REE supply chains as socio‐technical systems shaped by interdependent bottlenecks, investment uncertainty, ecosystem lock‐in and geopolitical constraints. The analysis shows that firm‐level diversification strategies do not resolve systemic vulnerabilities, particularly in midstream processing and downstream manufacturing. Instead, resilience depends on coordinated capability‐building and alignment between sustainability, competitiveness and supply security. The findings contribute to research on sustainable supply chain management by highlighting the limits of market‐driven diversification in the energy transition.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1002/bse.71233first seen 2026-07-25 04:55:45
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