Financing the responsible supply of energy transition minerals
エネルギー転換鉱物の責任ある供給への資金調達 (AI 翻訳)
Paul Ekins, Patrice Christmann, Mehmet Metehan Ciftci, Francesca Larosa, Brunilde Verrier
🤖 gxceed AI 要約
日本語
本論文は、低炭素技術に不可欠なエネルギー転換鉱物の需要増大に伴う投資課題を分析。特にESGリスク、中国への加工集中、サプライチェーンの脆弱性を指摘し、責任ある採掘とサーキュラーエコノミー戦略の重要性を強調。持続可能な金融とグリーンプレミアムの必要性を提言している。
English
This paper analyzes the investment challenges of scaling up production of energy transition minerals critical for low-carbon technologies. It highlights ESG risks, concentration of processing in China, and supply chain vulnerabilities, emphasizing responsible mining and circular economy strategies. It recommends sustainable finance approaches with a green premium to mobilize necessary investment.
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
日本はクリーンエネルギーサプライチェーンにおいて輸入鉱物に大きく依存するため、本論文の責任ある調達とサプライチェーン強靭化の議論は重要。SSBJに基づくScope 3報告や安定確保策に直接的示唆を与える。
In the global GX context
This paper contributes to global sustainable finance and ESG due diligence in mining, directly relevant to ISSB and CSRD requirements for supply chain risk disclosure. It offers a framework for integrating ESG into critical mineral finance, addressing geopolitical and circular economy dimensions.
👥 読者別の含意
🔬研究者:Analysts should note the comprehensive risk framework for energy transition mineral finance, particularly the integration of ESG and geopolitical risks.
🏢実務担当者:Corporate sustainability teams can use the recommendations for responsible sourcing and circular economy integration into supply chain strategies.
🏛政策担当者:Policymakers should consider the proposed 'green premium' and international cooperation mechanisms to ensure responsible mineral supply.
📄 Abstract（原文）
Abstract A group of minerals has emerged in recent years as critical to low-carbon energy and other technologies. The extraction and processing of these minerals will have to increase substantially if countries’ plans for transitioning away from fossil fuels are to be realised. This paper sets out the challenges posed by this projected expansion in mineral production, and how they need to be addressed if this expansion is to take place. One of the main challenges is the mobilisation of the necessary level of investment in the production of these minerals, which involves specific risks beyond the inherent risks of exploration and mine development, including uncertainty about future technological trajectories, the potential for conflict with host communities, the concentration of mineral processing in China, and extended and vulnerable supply chains. Risks of conflict can be reduced by ‘responsible mining’ that gives enhanced attention to the environmental, social and governance (ESG) issues raised by mining, and supply chains can be made more resilient, and the need for new mines reduced, by implementing circular economy strategies to keep mineral products in use for as long as possible. ‘Sustainable finance’ is an approach to investment with such considerations at its heart, but which may need a ‘green premium’ to be widely implemented. The paper explores all these issues in detail and ends with a series of recommendations for how the production of energy transition and other critical minerals can be secured at the required level in a sustainable and responsible way in the future.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1007/s13563-026-00637-8first seen 2026-06-10 05:01:28
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