“双碳”背景下锑资源需求动能转变及对我国的启示

    Transformation of antimony resource demand momentum under the background of "dual carbon" and its implications for China

    • 摘要: 【研究目的】锑金属作为一种重要的战略性资源。近年来,随着全球加快推进“双碳”目标以及地缘政治冲突不断加剧,锑因其新能源和军工属性,备受各国政府和市场关注。了解“双碳”背景下全球锑资源供应和需求趋势,对我国锑资源合理规划开发具有重要意义。【研究方法】本文通过广泛收集全球锑资源储量、生产和需求等相关数据信息,对未来全球锑资源需求和供应趋势进行了系统分析。【研究结果】研究发现,“双碳”背景下,光伏产业的快速发展带动光伏玻璃用锑需求快速增加,光伏领域需求将锑资源成为新的增长点。同时,阻燃剂、铅酸蓄电池等传统主要锑下游应用领域因环保和性能等因素,其用锑需求或将下降,锑资源消费动能由阻燃剂向光伏玻璃转变。在供应方面,地壳中锑元素丰度决定了锑资源高度稀缺性。锑资源分布具有分带性和集中性,集中在中国(占比29.48%)、俄罗斯(占比16.12%)、玻利维亚(占比14.28%)和吉尔吉斯斯坦(占比11.98%)四国。受锑矿山资源枯竭、安全环保、各国加强对锑资源严格管控等多重因素影响,全球锑资源供给持续下降,且由于主要应用领域的难回收性,再生锑资源供应有限。锑资源冶金技术朝着绿色化低碳化方向发展。【结论】长期来看,全球锑资源供给将持续收缩,供需缺口将持续扩大。针对以上情况,研究提出:一是加大国内锑资源勘探开发,加强锑资源国际合作;二是加快锑资源选冶技术研究,推进再生锑资源利用;三是加强锑资源行业自律,促进产业健康发展。

       

      Abstract: Objective Antimony metal is an important strategic resource. In recent years, with the global acceleration of the "dual carbon" goals and the continuous intensification of geopolitical conflicts, antimony has attracted much attention from governments and markets around the world due to its new energy and military attributes. Understanding the global supply and demand trends of antimony resources under the background of "dual carbon" is of great significance for the rational planning and development of antimony resources in China. Methods This paper systematically analyzes the future demand and supply trend of global antimony resources by collecting the data of global antimony resource reserves, production and demand. Results The study found that under the background of "double carbon", the rapid development of the photovoltaic industry has led to a rapid increase in the demand for antimony for photovoltaic glass, and the demand for antimony resources in the photovoltaic field has become a new growth point. At the same time, flame retardants, lead-acid batteries and other traditional main antimony downstream application areas due to environmental protection and performance factors, its demand for antimony or will decline, antimony resource consumption energy from flame retardants to photovoltaic glass change. In terms of supply, the abundance of antimony in the earth's crust determines the high scarcity of antimony resources. The distribution of antimony resources is zoned and concentrated, concentrated in China (29.48%), Russia (16.12%), Bolivia (14.28%) and Kyrgyzstan (11.98%). Affected by multiple factors such as the depletion of antimony mine resources, safety and environmental protection, and the strengthening of strict control of antimony resources in various countries, the global supply of antimony resources continues to decline, and the supply of recycled antimony resources is limited due to the difficulty of recycling in the main application fields. The metallurgical technology of antimony resources is developing in the direction of green and low-carbon. Conclusions In the long term, the global supply of antimony resources will continue to shrink, and the gap between supply and demand will continue to expand. In response to the above situation, the research proposes: First, increase domestic exploration and development of antimony resources and strengthen international cooperation on antimony resources; Second, accelerate the research on antimony resource beneficiation and smelting technologies and promote the utilization of recycled antimony resources. Third, strengthen self-discipline in the antimony resources industry to promote its healthy development.

       

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