所属栏目:新金融/区块链及供应链金融

摘要

Copper resources are widely used in power networks and clean - energy tech like PV panels, wind turbines, and NEVs. Restricted by domestic resources, China's copper supply chain is vulnerable with risks. Based on six supply - chain stages, this paper builds an assessment system for China's copper supply - chain risks. By adopting an improved Benefit of Doubt (BOD) model, this paper has systematically evaluated the risks in the whole copper supply chain, revealing the trends and deep-rooted causes of these risks. The findings of this study reveal that: (1) The supply chain risk of China's copper resources presents a significant upward trend over the past 15 years; (2) The current supply chain risks in copper are mainly concentrated at the stages of import, production, and application; and the recycling risk has a great potential for reducing the copper supply chain risks in the future. Based on these findings, this paper proposes two policy recommendations: (1) Develop diversified channels for importing copper resources and optimize overseas investment patterns and; (2) Improve the domestic supply capacity of secondary copper resources and reduce the risks at the recycling stage.
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Xinyi CHEN; Yujia ZHAO; Yuanyuan WU; Jing SHUAI; Vladimir Strezov; Chuanmin SHUAI What is China's Copper Supply Risk Under Clean Energy Transition Scenarios? (2025年11月27日) https://www.cfrn.com.cn/lw/16482

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