IEA:矿产对能源转型至关重要

据今日油价5月7日报道，国际能源署(IEA)表示，疫情凸显了全球供应链的脆弱性，包括一些洁能源技术所必需的关键矿产，而世界需要可靠的锂、钴、镍、铜、铂和稀土供应。

大流行和世界上许多国家前所未有的封锁已导致关键矿物的采矿活动显著减少。秘鲁的铜矿开采量占全球铜矿产量的12%，在封锁期间停止开采，而南非的铂金生产也中断了。国际能源署称，南非的封锁中断了全球75%的铂产量。

IEA表示:“尽管随着全球需求下滑，许多重要矿产的价格都出现了下跌，但最近的事态发展突显出，世界不应想当然地认为有安全的供应是理所当然的。当前市场形势凸显出为实现清洁能源的未来，监测矿产供应安全的必要性”。

该机构表示，由于清洁能源技术和解决方案的增加，预计未来几年对关键矿物的需求将激增。

此前，国际能源署示，随着世界走向清洁能源的未来，电池和制氢电解槽是两项最重要的技术。

IEA表示:“对电池和电解槽制造业的支持，也是各国政府的一个战略机遇，以确保本国产业摆脱当前危机，为未来国内和国际市场增长做好准备，并能够预见技术方面的潜在瓶颈。”

国际能源署执行主任法提赫?比罗尔(Fatih Birol)表示：“锂离子电池和氢电解槽已经准备好迎接新时代。这两项技术有许多共同之处，非常适合大规模生产，纳入复苏计划可以降低成本，使它们成为现代能源体系的基石。”

洪伟立 摘译自 今日油价

原文如下：

IEA: These Minerals Are Essential For The Energy Transition

The COVID-19 pandemic has highlighted the vulnerability of global supply chains, including those of critical minerals essential for a number of clean energy technologies, while the world needs reliable supplies of lithium, cobalt, nickel, copper, platinum, and rare earths, the International Energy Agency (IEA) said in an analysis this week.

The pandemic and the unprecedented lockdowns in many countries around the world have led to significant declines in the mining activities of critical minerals. Copper mining in Peru—accounting for 12 percent of global copper production—ground to a halt in the lockdown, while platinum production in South Africa was also disrupted. The lockdown in South Africa disrupted much as 75 percent of global platinum production, the IEA said.

“Although prices for many important minerals have fallen as global demand has slumped, recent developments have highlighted a number of reasons why the world should not take secure supplies for granted,” the Paris-based agency said.

The COVID-19 pandemic “has underscored the need to monitor the security of minerals supply for a clean energy future,” the IEA noted.

Demand for critical minerals is expected to boom in the coming years due to the increase of clean energy technologies and solutions, according to the agency.

Earlier this month, the IEA said in an analysis that batteries and hydrogen-producing electrolyzers are two of the most important technologies as the world moves to a clean energy future.

“And support for battery and electrolyser manufacturing is also a strategic opportunity for governments to ensure that their industries come out of the Covid-19 crisis stronger than before, ready to supply future domestic and international growth markets and able to anticipate potential bottlenecks in technologies,” the IEA said.

“Lithium-ion batteries & hydrogen electrolysers are ready for the BIG time. They have many things in common & are well suited to mass manufacturing. Putting them in recovery plans can push their costs down & make them cornerstones of modern energy systems,” the IEA’s Executive Director Fatih Birol said on Sunday.