Assessing Raw Material Criticality from a Corporate Perspective - Method and Application to European Electrolyser Production
企業視点からの原材料クリティカリティ評価 - 手法と欧州電解槽製造への適用 (AI 翻訳)
Otterbach N, Fröhling M
🤖 gxceed AI 要約
日本語
本論文は、企業向けの原材料クリティカリティ評価手法（TUMメソッド）を提案する。脆弱性フィルターから始まり、供給、環境、社会リスクを評価する半定量的手法で、欧州のグリーン水素向け電解槽製造のケーススタディに適用した。シナリオ分析により、欧州域内調達が最も有望であることを示した。この手法は企業のリスク管理と循環型戦略の策定に貢献する。
English
This paper presents a corporate-oriented raw material criticality assessment method (TUM Method) that starts with a vulnerability filter and evaluates supply, environmental, and social risks. Applied to European electrolyser production for green hydrogen, the method enables scenario analysis of procurement strategies. The case study found that local European sourcing is most promising. The method helps companies manage raw material risks and supports the energy transition.
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
日本でも水素戦略が進む中、電解槽に必要なレアメタルの調達リスク評価は重要である。本手法は日本企業のサプライチェーン強靱化に応用可能。
In the global GX context
As the energy transition accelerates, securing critical raw materials for technologies like electrolysers is paramount. This paper offers a practical corporate risk assessment method that can inform supply chain resilience and align with emerging regulations such as the EU Critical Raw Materials Act.
👥 読者別の含意
🔬研究者:The paper provides a novel semi-quantitative method for raw material criticality that can be adapted and extended for other low-carbon technologies.
🏢実務担当者:The TUM method offers a practical framework for companies to assess and mitigate raw material risks in their supply chains, especially for electrolyser production.
🏛政策担当者:The findings highlight the importance of local sourcing to reduce supply risks, which can inform critical material policies for the energy transition.
📄 Abstract（原文）
<title>Abstract</title> <p>The European transition to a low-carbon economy increases the demand of critical and strategic materials and requires companies to improve their data transparency. To enhance the resilience of the corporate supply chains, a corporate-orientated raw material criticality assessment, the TUM Method, has been developed. This method starts with a vulnerability filter, allowing to preselect relevant materials. Subsequently, corporate raw material risks are evaluated regarding supply, environmental and social risks. The semi-quantitative multi-level approach spans from the material to the company level and accounts for differences in depth of data availability (data readiness level). Various procurement strategies can be evaluated through a scenario analysis. Finally, underlying uncertainties are analysed, risk assessment and mitigation measures (e.g. circular strategies) are systematically linked, allowing businesses to consciously manage or accept their commodity-related risks. Its applicability was validated using a case study on the production of electrolysers in Europe in the field of green hydrogen. For the assessment of various proton membrane exchange and alkaline electrolysers on material and product level, aluminium, gold, iridium, nickel, niobium, platinum, carbon steel, stainless steel, titanium and zirconium oxide were investigated in detail. The scenario analysis revealed the local European sourcing as most promising, compared to the diversified European and the diversified global procurement approaches. To conclude, the proposed method constitutes an important cornerstone for corporate (risk) management in times of political and economic turmoil. It enables companies to effectively identify and manage their raw material risks and mitigation measures to future-proof their businesses while accelerating the European transition.</p>
🔗 Provenance — このレコードを発見したソース
- Research Square https://doi.org/10.21203/rs.3.rs-8670408/v1first seen 2026-05-14 21:22:46
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