21世纪以来全球矿业形势回顾与展望

Review and Outlook of Global Mining Since 2000

21世纪以来,全球矿业随世界经济周期性波动,中国推动世界矿业发展。全球矿产勘查开发总体投入不足,新发现减少。世界矿产品消费普遍上升,锂、钴等新能源新材料矿产品需求呈现爆发式增长。矿业公司由大规模扩张转为资产重构,投资更加谨慎。矿产资源战略得到高度重视,矿业法律政策总体趋紧。展望未来,世界矿产品消费总体仍将持续增长,南亚地区将成为矿业投资热点,能源革命和人工智能将促进全球矿业实现飞跃,对矿业的利益诉求矛盾将进一步升级。

Since 2000,the global mining industry has fluctuated cyclically with the world economy,and China has become the main driver of the development of global mining.The overall investment in global mineral exploration and development was insufficient,and new discoveries declined.The consumption of mineral products in the world generally increased,and the demand for new energy and new materials such as lithium and cobalt surged.Mining companies have shifted from large-scale expansion to asset restructuring,and invested more cautiously.The mineral resources strategy has been paid widespread attention,and mining regulations and policies generally tightened.Looking into the future,the world’s mineral consumption will continue to rise.South Asia will become a hot spot for mining investment.The energy revolution and artificial intelligence will promote the leap of the global mining industry,and the conflicts of interest in mining will escalate further.