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Who drives the green shift? EV and battery policymaking and systemic marginalisation of auto suppliers in South Korea 谁在推动绿色转型?韩国电动汽车和电池政策制定与汽车供应商的系统性边缘化
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-09-16 DOI: 10.1016/j.exis.2024.101538
Kahee Jo

The swift global transition to electric vehicles (EV) and batteries in the automotive industry highlights the nature of governments’ efforts towards a green economy, marking a transition from environmental regulations to industrial policies. This shift has led to renewed interest in industrial policies, especially in East Asian developmental states, like South Korea. The EV and battery industries in South Korea have grown rapidly along with the government's efforts to mobilise the entire economy through aggressive green industrial policy, particularly during the Lee Myung-bak administration (2008–2012). Big Korean automobile and electronics manufacturers have participated directly in setting the country's industrial agenda, leading the green industrial policy with their business interests. However, the process of EV and battery policymaking also marginalized auto suppliers in the existing manufacturing sector from agenda setting. Focusing on business’ structural power, this paper explains how big business elites systematically alienate small and medium-sized suppliers from the new growth policy thanks to their strong information monopoly in the hierarchical structure of production in the automobile industry and EV policies in South Korea.

全球汽车行业迅速向电动汽车(EV)和电池过渡,凸显了各国政府努力实现绿色经济的本质,标志着从环境法规向产业政策的过渡。这一转变重新引发了人们对产业政策的关注,尤其是在韩国等东亚发展型国家。随着韩国政府通过积极的绿色产业政策动员整个经济的努力,韩国的电动汽车和电池产业发展迅速,尤其是在李明博政府执政期间(2008-2012 年)。韩国大型汽车和电子产品制造商直接参与了国家产业议程的制定,以其商业利益引领绿色产业政策。然而,在电动汽车和电池政策制定过程中,现有制造业中的汽车供应商也被边缘化,无法参与议程制定。本文以企业的结构性权力为重点,解释了大企业精英如何凭借其在韩国汽车产业和电动汽车政策的生产层级结构中强大的信息垄断,系统性地将中小型供应商疏远于新增长政策之外。
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引用次数: 0
Bringing the state back in the lithium triangle: An institutional analysis of resource nationalism in Chile, Argentina, and Bolivia 让国家回归锂三角:智利、阿根廷和玻利维亚资源民族主义的制度分析
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-09-12 DOI: 10.1016/j.exis.2024.101534
Craig A. Johnson , Araceli Clavijo , Mauricio Lorca , Manuel Olivera Andrade

International efforts to tackle climate change have ignited a global surge in demand for the “critical metals” that are used in the production of lithium-ion batteries and electric vehicles (EVs). Among them, lithium represents a critical strategic component that is concentrated in only a limited number of extractive zones. In theory, limited availability and strong demand creates favourable conditions for producer states. In practice, many states have struggled to nationalize the production of battery-grade lithium, reflecting the dominant role that multinational corporations play in the sector. This paper explores the strategies that producer states in Chile, Argentina, and Bolivia have used to navigate this rapidly changing dynamic, making the case that the recent surge in demand for battery metals has created new opportunities for challenging the oligopoly of multinational capital but the ability of governments to reorient production linkages for enhancing incomes, technical capacity, and economic opportunity in the production of lithium derivatives remains structurally and historically constrained by the institutional legacies of nationalization and social mobilization that vary across the three states. Drawing upon the “political settlements” literature, we contend that national and subnational efforts to exert greater control over the lithium sector can be attributed to the institutional legacy of political contestation and the role of social actors in crafting new power configurations that challenge dominant state-business coalitions.

国际社会为应对气候变化所做的努力引发了全球对用于生产锂离子电池和电动汽车(EV)的 "关键金属 "需求的激增。其中,锂是一种重要的战略成分,只集中在有限的几个开采区。理论上,有限的供应和强劲的需求为生产国创造了有利条件。在实践中,许多国家一直在努力将电池级锂的生产国有化,这反映了跨国公司在该行业中的主导地位。本文探讨了智利、阿根廷和玻利维亚的生产国为驾驭这一快速变化的动态所采取的策略,指出近期对电池金属需求的激增为挑战跨国资本的寡头垄断创造了新机遇,但政府为提高锂衍生品生产中的收入、技术能力和经济机会而调整生产联系的能力,在结构上和历史上仍然受到这三个国家不同的国有化和社会动员制度遗产的制约。借鉴 "政治解决 "的文献,我们认为,国家和国家以下各级对锂行业施加更大控制的努力,可归因于政治竞争的制度遗产,以及社会行动者在打造新的权力配置、挑战占主导地位的国家-企业联盟方面所发挥的作用。
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引用次数: 0
An analysis of the impact of CO2 emissions from deforestation and mining in Madre de Dios, Perú 秘鲁马德雷德迪奥斯森林砍伐和采矿二氧化碳排放影响分析
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-09-08 DOI: 10.1016/j.exis.2024.101526
Umut Mete Saka , Klaus Pacheco-Hague , Sebnem Duzgun , Nicole Smith

The Madre de Dios Region of Peru faces significant deforestation largely due to a surge in artisanal-small scale gold mining (ASGM), propelled by rising gold prices. This study evaluates the full scope of ASGM activities on net CO2 emissions, accounting for both the deforestation that converts forests into mining territories and the emissions directly resulting from mining and transportation activities. By applying kriging to a comprehensive dataset, we determined the carbon content of the region and the annual loss of CO2 capture due to deforestation. Our analysis also incorporates emissions from the Interoceanic highway, which has contributed to the mining boom. The findings indicate a total net CO2 emission of 429.9 Gigagrams (Gg) per year, underscoring the critical environmental challenge these activities pose. Our study highlights the need for immediate and effective reclamation efforts, including reforestation with indigenous carbon-rich trees, as a counterbalance to the environmental damage inflicted. These efforts are essential to mitigate the adverse impacts and support the global movement towards net-zero emissions.

秘鲁马德雷德迪奥斯地区面临着严重的森林砍伐,这主要是由于金价上涨推动了手工小规模采金业(ASGM)的激增。本研究评估了个体和小规模金矿开采活动对二氧化碳净排放量的全面影响,既考虑了将森林转化为矿区的森林砍伐,也考虑了采矿和运输活动直接产生的排放量。通过对综合数据集应用克里金法,我们确定了该地区的碳含量以及每年因森林砍伐而损失的二氧化碳捕获量。我们的分析还纳入了洋际公路的排放量,该公路促进了采矿业的繁荣。研究结果表明,每年的二氧化碳净排放总量为 429.9 千兆克(Gg),凸显了这些活动对环境构成的严峻挑战。我们的研究强调,需要立即开展有效的复垦工作,包括利用本地富碳树重新造林,以抵消对环境造成的破坏。这些努力对于减轻不利影响和支持全球实现净零排放至关重要。
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引用次数: 0
Advancing mineral-energy nexus for development (MEND) in Africa: A case study of Chinese lithium mining project in Zimbabwe 推动非洲矿产-能源关系促进发展(MEND):中国在津巴布韦的锂矿开采项目案例研究
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-09-06 DOI: 10.1016/j.exis.2024.101524
Yao Wang , Wei Shen , Zhengyun Zhou , Tsitsi Musasike , Tinotenda Chidhawu

Providing sustainable energy solutions for critical mineral investments presents significant challenges, particularly in the context of resource-rich but energy-poor countries in sub-Saharan Africa. We developed an analytical framework to understand the role of the mineral-energy nexus in delivering developmental co-benefits (MEND). We identified four criteria of developmental co-benefits, namely (1) local electrification, (2) climate mitigation (via renewable energy technologies), (3) enhanced ‘last mile’ power infrastructures, and (4) re-distributive revenues for power sector reforms. By applying this framework to a case study of Chinese lithium mining investment in Zimbabwe, we illustrated the innovative potentials of the investors on the ground, the urgent need to nurture collaborative networks and risk-sharing mechanisms for local electrification, and the lack of regulatory and financial support for the investments on mineral-energy nexus.

为关键矿产投资提供可持续能源解决方案是一项重大挑战,尤其是在撒哈拉以南非洲资源丰富但能源匮乏的国家。我们制定了一个分析框架,以了解矿产-能源关系在提供发展共同利益(MEND)方面的作用。我们确定了发展共同利益的四个标准,即:(1)地方电气化;(2)气候减缓(通过可再生能源技术);(3)加强 "最后一英里 "电力基础设施;以及(4)为电力部门改革重新分配收入。通过将这一框架应用于中国在津巴布韦的锂矿投资案例研究,我们说明了投资者在当地的创新潜力、培育当地电气化合作网络和风险分担机制的迫切需要,以及矿产-能源关系投资缺乏监管和财政支持的问题。
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引用次数: 0
Making and unmaking the actually existing hegemonic green transition 制造和解除实际存在的霸权式绿色转型
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-09-05 DOI: 10.1016/j.exis.2024.101525
Angus McNelly , Tobias Franz

Despite the applaudable reflexivity of transition scholars to include considerations of politics (among other things) in their frameworks, we argue that this is not enough, as the mainstream anglophone debates still suffer a fatal flaw: an inability to grasp the form taken by the actually existing hegemonic transition globally. This we contend, is shaped by two recent political economic developments: the concentration on capital in large pools (either under asset management or in Sovereign Wealth Funds) invested on financial markets on the one hand; and the “de-risking” Wall Street Consensus on the other. Because the mainstream anglophone transition debates still shy away from discussing the two (dialectically interwoven) main drivers of anthropogenic climate change – colonialism and capitalism – they remain unable to explain form assumed by the hegemonic green transition and what this means going forward. Scholars from the Latin America, particularly Argentina, in contrast, are confronted by the sharp end of financial markets and green extractivism. Their lived experience of the dark underpinnings of the green transition shaped by finance and extraction has sparked vibrant critical debates over alternatives to the dominant transition narratives that both act as a tonic to the de-politicised mainstream anglophone debates and offer provocations to more critical anglophone scholars.

尽管转型学者将政治因素(以及其他因素)纳入其研究框架的反思精神值得称赞,但我们认为这还不够,因为主流英语辩论仍存在一个致命缺陷:无法把握全球实际存在的霸权转型所采取的形式。我们认为,这是由最近的两个政治经济发展所决定的:一方面是资本向金融市场投资的大集合(资产管理或主权财富基金)的集中;另一方面是 "去风险化 "的华尔街共识。由于主流英语国家的转型辩论仍然回避讨论人为气候变化的两个(辩证地交织在一起的)主要驱动因素--殖民主义和资本主义,因此它们仍然无法解释霸权绿色转型的形式以及这对未来的意义。与此相反,来自拉丁美洲,尤其是阿根廷的学者们则面临着金融市场和绿色采掘主义的尖锐问题。他们亲身经历了由金融和采掘形成的绿色转型的黑暗基础,这引发了关于主导转型叙事的替代方案的激烈批判性辩论,既是对去政治化的主流英语辩论的一种补充,也是对更具批判性的英语学者的一种挑衅。
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引用次数: 0
Values in post-mining regional transition: A political–economic regime approach, with insights from Australia 采矿后地区转型中的价值观:政治经济制度方法,澳大利亚的启示
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-09-04 DOI: 10.1016/j.exis.2024.101523
Tira Foran , Fran Ackermann , Marcus Barber

We develop a political-economic regime framework and apply it to assess the adequacy of governing arrangements to realise overarching social values in three Australian regions transitioning from mining (Victoria's Latrobe Valley; South West Western Australia; and Northern Territory's Gove Peninsula − a majority Indigenous region). The framework situates values, policy arguments, and institutions in a co-evolving system context. Through this lens, mine closure planning and post-mining development emerge as regimes that share overarching values. However, for land rehabilitation, institutions of mine closure risk management prevail over regional development processes. People's values and knowledge illuminate to an encouraging degree the functioning of complex political–economic regimes. Our analysis contributes to theory and practice of regional transition by revealing systemic interactions that need to be addressed for mine closures to contribute to post-mining regional development.

我们建立了一个政治经济制度框架,并将其应用于评估澳大利亚三个矿业转型地区(维多利亚州拉特罗布河谷、西澳大利亚西南部和土著居民占多数的北领地戈夫半岛)的治理安排是否足以实现总体社会价值。该框架将价值观、政策论点和制度置于共同发展的系统背景中。通过这一视角,矿山关闭规划和矿山开采后的发展成为共享总体价值观的制度。然而,就土地恢复而言,矿山关闭风险管理的制度优先于区域发展进程。人们的价值观和知识在令人鼓舞的程度上揭示了复杂的政治经济制度的运作。我们的分析揭示了关闭矿山需要解决的系统性互动问题,从而促进矿山开采后的区域发展,为区域转型的理论和实践做出了贡献。
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引用次数: 0
Towards a holistic understanding of artisanal aggregate mining in Rwanda 全面了解卢旺达的手工开采集料业
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-09-01 DOI: 10.1016/j.exis.2024.101471

Sand, gravel and crushed stones are the most mined solid materials on Earth and key ingredients in infrastructure development and modern societies. However, the pressure from the growing population for constructing new buildings and expanding living spaces has resulted in an increased demand for these resources, especially in the Global South. For instance, Africa's population is expected to grow from 1 to 2.4 billion in 2050 which would increase the pressure on these limited resources. Present knowledge of aggregate mining is largely limited to the negative effects of the extraction and lacks a nuanced understanding of the benefits to humans and society that the resources also provide. This article examines the variation in present-day aggregate extraction activities in the context of Rwanda, a country in East Africa that has experienced a significant infrastructure development in the last decades. Here we provide an overview of present-day aggregate mining activities across Rwanda to offer more nuances and details on the processes of mining operations to the present discussion. Going forward, the research community must, in a more holistic view, consider the intricate character of these practices and their impacts on economic development and how these resources offer a potential to alleviate poverty and develop countries.

砂、砾石和碎石是地球上开采最多的固体材料,也是基础设施建设和现代社会的关键要素。然而,人口增长带来的建造新建筑和扩大生活空间的压力导致对这些资源的需求增加,尤其是在全球南部地区。例如,预计到 2050 年,非洲人口将从 10 亿增长到 24 亿,这将增加对这些有限资源的压力。目前人们对砂石开采的认识主要局限于开采的负面影响,而对资源为人类和社会带来的益处缺乏细致入微的了解。卢旺达是东非的一个国家,在过去几十年中经历了重大的基础设施建设发展。在此,我们概述了卢旺达各地目前的骨料开采活动,以便为当前的讨论提供更多有关采矿作业过程的细微差别和细节。展望未来,研究界必须从更全面的角度考虑这些做法的复杂性及其对经济发展的影响,以及这些资源如何为减贫和国家发展提供潜力。
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引用次数: 0
Clean and future-oriented: Local perceptions of lithium extraction in Bolivia during the presidency of Evo Morales 清洁、面向未来:埃沃-莫拉莱斯担任总统期间当地人对玻利维亚锂开采的看法
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-09-01 DOI: 10.1016/j.exis.2024.101522
Claudia Carpanese , Gertrude Saxinger , Emma Wilson

In the past two decades, lithium has gained critical global importance as a transition metal. Under President Evo Morales (2006–2019), the Bolivian government launched a national lithium extraction industry in the Uyuni salt flat. However, efforts to develop industrial-scale extraction of lithium there have been beset by considerable delays. Focusing on the period of Morales’ presidency, this article analyses the perceptions of lithium and its extraction amongst people living in the region around the Uyuni salt flat, specifically in the urban centres. In state media and official communication lithium extraction was presented as a ‘clean’ and ‘future-oriented’ activity, distinct from traditional mining practices. Public perceptions of lithium extraction as being ‘future-oriented’ and distinct from conventional mining practices were also rooted in collective memories of the colonial and neoliberal past and the exploitation of Bolivia's wealth by foreigners. Lithium extraction was therefore also associated with a shift towards a decolonial future that was expected to generate wealth. By the end of the Morales presidency, while people in the region still believed in the clean and future-oriented nature of lithium and its extraction, they no longer believed in Morales’ ability to generate national or local benefits from lithium production.

在过去二十年里,锂作为一种过渡金属在全球范围内获得了至关重要的地位。在埃沃-莫拉莱斯总统(2006-2019 年)的领导下,玻利维亚政府在乌尤尼盐田启动了国家锂开采业。然而,发展工业规模锂开采的努力一直被严重拖延。本文以莫拉莱斯担任总统期间为中心,分析了生活在乌尤尼盐田周边地区,特别是城市中心的人们对锂及其开采的看法。在国家媒体和官方宣传中,锂开采被描述为一种 "清洁 "和 "面向未来 "的活动,有别于传统的采矿活动。公众对锂开采 "面向未来 "和有别于传统采矿实践的看法也植根于对殖民主义和新自由主义历史以及外国人剥削玻利维亚财富的集体记忆中。因此,锂的开采也与向非殖民化未来的转变联系在一起,这种转变有望创造财富。在莫拉莱斯总统任期结束时,虽然该地区的人们仍然相信锂和锂开采的清洁和面向未来的性质,但他们不再相信莫拉莱斯有能力从锂生产中产生国家或地方利益。
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引用次数: 0
The South Korean chaebol and myths of green growth: Coloniality and Argentinian lithium production 韩国财阀与绿色增长神话:殖民主义与阿根廷的锂生产
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-09-01 DOI: 10.1016/j.exis.2024.101482

Observers have celebrated the drive by multinational corporations to develop lithium-ion batteries as a positive step in mitigating climate change. Much of this hype, however, has resulted from corporate leaders propagating green growth narratives that trumpet the capacity of electric cars to initiate an energy transition. Against this backdrop, the paper describes and analyzes significant contradictions of green growth. The South Korean (hereafter, Korea) ‘chaebol’ (enormous, family-owned conglomerates) have deployed green growth myths to build global value chains that transform lithium into batteries that can electrify transportation. I will show how these growth strategies simultaneously produce domestic inequality in Korea and colonial inequities in Argentina, where a large proportion of the world's reserves of lithium lie. Since the 1990s, the chaebol have developed new strategies of accumulation based on a shift toward building global value chains and away from domestic economic growth and expanding employment. The growing electric vehicle industry represents a continuation of these corporate strategies, directing investments to flow abroad in ways that contract domestic employment. These technological innovations require lithium, prompting the chaebols to move decisively to establish control over a significant share of lithium production in Argentina. In seeking to create new pools of value within the much-hyped green transition, these activities have inflicted significant environmental degradation. Moreover, the coloniality of corporate relations with local labor dramatizes how the green transition promised by electric vehicles unevenly distributes the risks and benefits between those parts of the world producing green energy and the industrialized countries consuming it.

观察家们对跨国公司开发锂离子电池的动力表示赞赏,认为这是减缓气候变化的积极步骤。然而,这种炒作在很大程度上是由于企业领导者宣传绿色增长,大肆鼓吹电动汽车能够启动能源转型。在此背景下,本文描述并分析了绿色增长的重大矛盾。韩国(以下简称 "韩")的 "财阀"(庞大的家族企业集团)利用绿色增长神话建立全球价值链,将锂转化为电池,从而实现交通电气化。我将展示这些增长战略如何同时在韩国造成国内不平等和在阿根廷造成殖民地不平等,而阿根廷拥有世界上大部分的锂储量。自 20 世纪 90 年代以来,韩国财阀制定了新的积累战略,其基础是转向建立全球价值链,而非国内经济增长和扩大就业。不断发展的电动汽车产业是这些企业战略的延续,它引导投资流向国外,从而减少了国内就业。这些技术创新需要锂,促使财阀们果断采取行动,控制了阿根廷锂生产的重要份额。为了在大肆宣传的绿色转型中创造新的价值,这些活动造成了严重的环境退化。此外,企业与当地劳工之间的殖民关系也表明,电动汽车所承诺的绿色转型如何在全球生产绿色能源的地区和消费绿色能源的工业化国家之间不均衡地分配风险和利益。
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引用次数: 0
Small-scale mining as the foundation of sovereignty and mineral security 小规模采矿是主权和矿产安全的基础
IF 3.6 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2024-08-27 DOI: 10.1016/j.exis.2024.101520
Ana Carolina Russo, Giovanna de Melo Loredo, Giorgio Francesco Cesare de Tomi

The global energy transition has significantly increased the demand for critical and strategic minerals, many of which are sourced from small-scale mining (SSM). This research investigates the role of SSM in fostering mineral sovereignty and security, focusing on its contributions to economic development, social justice, and environmental conservation. Through an analysis of academic literature, government documents, and reports of international organizations, this study provides a comprehensive overview of SSM's impact and challenges. The findings reveal that while SSM is vital for the economies of developing countries, it faces obstacles related to formalization, access to sustainable technologies, and integration into global value chains. Additionally, the research identifies resource-rich areas in Brazil with low mining rights concessions, indicating potential policy development opportunities centered on SSM. Ultimately, this study emphasizes the need for innovative public policies and international cooperation to ensure the responsible and equitable exploitation of critical mineral resources, thus reinforcing SSM's essential role in a sustainable future.

全球能源转型大大增加了对关键性和战略性矿产的需求,而其中许多矿产都来自小规模采矿(SSM)。本研究调查了小规模采矿在促进矿产主权和安全方面的作用,重点关注其对经济发展、社会公正和环境保护的贡献。通过对学术文献、政府文件和国际组织报告的分析,本研究全面概述了小规模采矿的影响和挑战。研究结果表明,虽然 SSM 对发展中国家的经济至关重要,但它在正规化、获得可持续技术和融入全球价值链方面面临障碍。此外,研究还确定了巴西资源丰富但采矿权特许程度较低的地区,这表明以 SSM 为中心的潜在政策发展机遇。最终,本研究强调了创新公共政策和国际合作的必要性,以确保负责任和公平地开采关键矿产资源,从而加强 SSM 在可持续未来中的重要作用。
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引用次数: 0
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Extractive Industries and Society-An International Journal
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