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AbstractAbstract
[en] China is taking all measures to decrease import dependency, secure material supply while increasing efficiency and durability: 1. Through ownership or off-market long term contracts, China has already secured 65% of its cobalt refining needs; 2. China's rare earth resource and refinery capacity are concentrated on several large SOE groups which respect national quotas; 3. The continued SOEs strategic restructuring in metallurgic industry is making China's future champions with higher efficiency (nickel, platinum); 4. Battery technology upgrading (low cobalt) and material reuse/recycle are also reducing import dependency and improving durability. SOE (resource-focused) + leading private (technology-focused) companies are competing to dominate the industry: 1. Key SOEs as building industrial integration platforms and operating strategic resource management, directed by the State; 2. Leading private companies are inserting fast into global supply chain with advanced technology or strong alliance with foreign partners; 3. SOEs focus on waste treatment, CSR and emission reduction, pushed by central policies; 4. Private leaders focus on new businesses of recycling and reuse, building comprehensive utilization of resources. Strong State policy support leads to fast EV sector growth, though the technology gap remains and energy mix needs to green up: 1. The Visible Hand: important subsidies/ incentives and govt financed R and D programs in EV sector; 2. Parallel political measures are taken to push EV growth and green economy, but the real change might be slow to come; 3. Technology gap with leading foreign producers still remain for higher and alternative battery technologies; 4. A clear engagement of China to embrace global norms on subjects of responsible and sustainable mining.
[fr]
Les materiaux strategiques, tels que les terres rares, le lithium, le cobalt ou le nickel, sont des intrants indispensables aux technologies de la transition verte, comme les eoliennes ou les batteries pour vehicules electriques. Alors que de plus en plus de gouvernements visent a atteindre la neutralite climatique d'ici 2050 et que la necessite d'une transition vers des economies durables devient de plus en plus pressante, la demande de materiaux va augmenter et ils sont donc consideres comme des intrants critiques, egalement qualifies de materiaux strategiques. On s'attend a ce que la consommation de metaux strategiques passe de 7 a 19 milliards de tonnes par an, ce qui entrainera de graves tensions du cote de l'offre. Le cobalt est l'un de ces metaux utilises comme intrant dans les aimants des eoliennes, et pour la production des cathodes des batteries lithium-ion. Ayant rapidement compris l'importance de ce metal pour les futures technologies strategiques, la Chine s'est positionnee sur la chaine de valeur du cobalt et a ainsi pu controler une partie importante de la chaine, notamment en controlant une grande partie des ressources en cobalt de la RDC. Ce document fournit une analyse de la strategie de la Chine en matiere de materiaux, de la maniere dont elle a reussi a obtenir une position privilegiee sur la chaine de valeur, ainsi qu'une analyse des principaux acteurs prives qui sont des acteurs majeurs sur la chaine de valeur du cobaltOriginal Title
La politique chinoise des materiaux strategiques - impact sur l'ecosysteme des batteries et recommandations pour l'industrie
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2019; 15 Jul 2021; 69 p; Available from the INIS Liaison Officer for France, see the INIS website for current contact and E-mail addresses
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Miscellaneous
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