• ISSN 0495-5331  CN 11-2043/P  双月刊
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全球锂电池矿产资源现状及产业链安全研究
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深地国家科技重大专项“华北北缘东段金矿多尺度找矿预测与勘查”(编号:2025ZD1006400)、中国地质调查局项目“自然资源管理与现代地质工作战略研究”(编号:DD20230558)、河北省自然资源厅科研项目“河北省铜矿成矿规律及找矿方向研究”(编号:Z2024044)和河北省斑岩型矿床研究重点实验室(编号:HBBY202401)联合资助


Current Situation of Global Lithium-Ion Battery Mineral Resources and Resource Security of the Battery Industry Chain
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    摘要:

    锂电池材料矿产(下称“电池矿产”)是国际上最新提出的新能源关键矿产的一部分,是指锂离子电池制造过程中所需的核心矿产的总称,主要涉及金属矿产锂、钴、镍、锰以及非金属矿产磷、硼和石墨。本文从电池矿产的资源分布、矿产禀赋及找矿潜力出发,结合供需数据研判电池矿产的消费形势及供需格局,提出保障电池矿产供应安全稳定的合理化建议。研究表明:(1)电池矿产的储量总体丰富,但空间分布不均衡;(2)全球电池矿产的供应端呈现出稀缺、集中、离散的趋势,澳大利亚(37%的锂供给量)、刚果(金)(76%的钴供给量)、印尼(59%的镍供给量)、南非(37%的锰供给量)、中国(46%的磷供给量和79%的石墨供给量)、土耳其(74%的硼供给量)是电池矿产最大的供给国;中国面临电池矿产需求总量大(除硼外均占全球需求量的50%以上)但探明资源储量有限的现状,且对外依存度高(钴、镍、锰的对外依存度均高于80%),供应通道相对集中(99%的钴进口自刚果(金));(3)全球电池矿产矿床成矿类型和主要供给类型多样,而中国电池矿产矿床成因类型相对单一,主要供给类型与全球有所不同;(4)随着电池矿产需求量持续走高,加大矿产勘查力度、保障全球供应体系、完善开发利用技术和鼓励资源循环利用等举措刻不容缓。

    Abstract:

    Battery material minerals (hereafter referred to as “battery minerals”) are part of the newly defined critical minerals for new energy internationally. They encompass the core minerals required in the manufacturing process of lithium-ion batteries, which primarily involve metallic minerals such as lithium, cobalt, nickel, and manganese, as well as non-metallic minerals like phosphorus, boron, and graphite. Starting from the resource distribution, mineral endowment, and exploration potential of battery minerals, this paper analyzes the consumption trends and supply-demand patterns based on supply and demand data, and proposes rationalized suggestions for ensuring the secure and stable supply of battery minerals. The research indicates: (1) The overall reserves of battery minerals are abundant, but their spatial distribution is uneven. (2) The global supply side of battery minerals exhibits trends of scarcity, concentration, and dispersion. The largest supplying countries are Australia (37% of lithium supply), the Democratic Republic of the Congo (76% of cobalt supply), Indonesia (59% of nickel supply), South Africa (37% of manganese supply), China (46% of phosphorus supply and 79% of graphite supply), and Turkey (74% of boron supply). China faces a situation where the total demand for battery minerals is high (accounting for over 50% of global demand for all except boron) but proven resource reserves are limited. Furthermore, China’s external dependence is high (exceeding 80% for cobalt, nickel, and manganese), and its supply channels are relatively concentrated (99% of cobalt imports come from the Democratic Republic of the Congo). (3) The genetic types of global battery mineral deposits and the main supply types are diverse. In contrast, the genetic types of battery mineral deposits in China are relatively singular, and its primary supply types differ from the global pattern. (4) As the demand for battery minerals continues to rise, measures such as intensifying mineral exploration, securing the global supply system, improving development and utilization technologies, and encouraging resource recycling are urgently needed.

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史淳元,张万益,王丰翔,陈刚,胡雅璐,袁建国,刘江涛,王磊,王诗琪,杨洋.全球锂电池矿产资源现状及产业链安全研究[J].地质与勘探,2026,62(1):58-78

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  • 收稿日期:2025-07-04
  • 最后修改日期:2025-09-21
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  • 在线发布日期: 2026-02-04
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