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市场调查报告书
商品编码
1865477
全球资源民族主义市场:未来预测(至2032年)-依资源类型、政策类型、相关人员群体、风险等级、最终使用者和地区进行分析Resource Nationalism Market Forecasts to 2032 - Global Analysis By Resource Type, Policy Type, Stakeholder Group, Risk Level, End User and By Geography |
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根据 Stratistics MRC 的一项研究,全球资源民族主义市场预计到 2025 年价值 31 亿美元,预计到 2032 年将达到 42 亿美元,在预测期内以 4.2% 的复合年增长率增长。
资源民族主义是指政府加强对本国自然资源控制的政策方针,通常将国家利益置于外国投资之上。这可能包括提高资源计划的税收、特许权使用费和所有权比例,限制出口,以及强制要求在当地进行加工和就业。资源民族主义在采矿、石油和天然气等行业尤为突出,其目标是最大限度地为东道国谋取经济利益,尤其是在大宗商品繁荣时期。虽然资源民族主义能够促进国内发展,但也可能阻碍外国投资,扰乱全球供应链。随着绿色和数位技术对关键矿产的需求不断增长,这一趋势正在加剧。
自然资源策略管理
自然资源的策略控制是市场中资源民族主义的关键驱动因素。各国政府正加强对国内资源的控制,以确保经济主权并最大化国家利益。这包括提高特许权使用费、强製本地加工以及增加国家对资源开采活动的参与。这些政策旨在将更多价值留在国内,尤其是在大宗商品繁荣时期。随着全球对关键矿产资源的竞争日益激烈,各国正将资源控制置于优先地位,以支持工业成长、能源安全和地缘政治影响力。
外国投资下降
外国投资减少是资源民族主义市场面临的一大阻碍因素。诸如提高税收、限制所有权和出口管制等政策可能会阻碍国际公司在资源丰富的地区进行投资。投资者可能担忧政治风险增加、监管不确定性以及盈利下降。这可能会延缓计划开发、减少资本流入并阻碍技术进步。儘管资源民族主义旨在促进国内利益,但在国家管控和投资者信心之间取得平衡对于维持长期成长和国际竞争力至关重要。
地缘政治紧张局势
地缘政治紧张局势为资源民族主义市场带来了巨大的机会。随着全球竞争加剧和供应链中断,各国正在重新评估对外国资源的依赖。对国防、能源和科技领域至关重要的战略矿产日益被视为国家安全资产。这种转变促使各国政府主张所有权、限制出口并优先发展国内加工。尤其是在对绿色和数位技术的需求不断增长的情况下,资源民族主义为增强经济韧性和地缘政治影响力提供了一种途径。
营运效率低下
营运效率低对资源民族主义市场构成重大威胁。政府干预增加可能导致资源计划出现官僚主义拖延、管理不善和生产力下降。在基础设施不足的情况下要求本地招聘和加工会对营运造成压力。此外,国营企业可能缺乏私人企业的弹性和专业知识,进而影响其竞争力。这些效率低下会导致产量下降、成本上升和供应链中断,阻碍市场成长。
新冠疫情暴露了全球供应链的脆弱性,并凸显了国内资源管理的重要性,从而扰乱了市场。封锁和贸易限制措施凸显了对外依赖的风险,促使各国政府优先考虑国家利益。资源丰富的国家重新评估了其出口政策和所有权结构,以维护经济稳定。儘管危机期间投资放缓,但疫情加速了向战略自主的转变。在后疫情时代,随着各国寻求确保关键矿产资源以促进经济復苏和增强韧性,资源民族主义正在抬头。
预计在预测期内,采矿业将占据最大的市场份额。
预计在预测期内,采矿业将占据最大的市场份额。采矿业是国民经济的核心组成部分,尤其是在资源丰富的国家,因此也是政策介入的重点目标。各国政府正寻求透过提高矿产资源使用费、强制要求本地选矿以及确立对采矿作业的所有权来获取更多价值。该行业在为绿色技术提供关键矿物方面发挥的作用,进一步提升了其战略重要性。在需求不断增长的背景下,采矿业仍然是资源民族主义努力的焦点。
预计在预测期内,矿产和金属产业将实现最高的复合年增长率。
预计在预测期内,矿产和金属产业将实现最高成长率。这主要得益于全球对清洁能源和数位基础设施的大力投入,从而推动了对锂、钴、稀土元素和其他战略矿产的需求激增。各国政府正优先管理这些资源,以支持国内产业发展并降低对外依赖。采矿和加工技术的创新,以及日益加剧的地缘政治紧张局势,都在推动这一成长。该行业在未来技术中的重要性,也是资源民族主义日益抬头的主要驱动力。
由于亚太地区拥有丰富的自然资源、不断增长的工业基础和积极的政策框架,预计该地区将在预测期内主导市场并保持最大份额。中国、印尼和印度等国已采取措施,例如限制出口和强製本地加工,以提高资源开采的价值。对关键矿产日益增长的需求和能源安全的担忧进一步推动了这一趋势。对资源管理的策略性关注已使亚太地区成为全球市场的领导者。
预计北美地区在预测期内将实现最高的复合年增长率,因为该地区日益重视获取清洁能源和国防应用所需的关键矿产资源,这正在推动政策转变。美国和加拿大正在投资国内采矿、提炼和回收利用,以减少对外国资源的依赖。立法支持、战略伙伴关係和地缘政治紧张局势都在推动这一增长。在全球竞争日益激烈的背景下,北美积极推动资源自主的姿态正在推动市场快速扩张。
According to Stratistics MRC, the Global Resource Nationalism Market is accounted for $3.1 billion in 2025 and is expected to reach $4.2 billion by 2032 growing at a CAGR of 4.2% during the forecast period. Resource nationalism refers to a policy approach where governments assert greater control over natural resources within their borders, often prioritizing national interests over foreign investment. This can involve increasing taxes, royalties, or ownership stakes in resource projects, restricting exports, or mandating local processing and employment. Typically seen in sectors like mining, oil, and gas, resource nationalism aims to maximize economic benefits for the host country, especially during commodity booms. While it can promote domestic development, it may also deter foreign investment and disrupt global supply chains. The trend is growing amid rising demand for critical minerals essential to green and digital technologies.
Strategic Control of Natural Assets
Strategic control of natural assets is a key driver of the resource nationalism market. Governments are increasingly asserting authority over domestic resources to secure economic sovereignty and maximize national benefits. This includes raising royalties, mandating local processing, and increasing state participation in resource ventures. Such policies aim to retain more value within the country, especially during commodity booms. As global competition for critical minerals intensifies, nations prioritize resource control to support industrial growth, energy security, and geopolitical leverage.
Reduced Foreign Investment
Reduced foreign investment poses a significant restraint to the resource nationalism market. Policies that increase taxes, limit ownership, or restrict exports can deter international companies from investing in resource-rich regions. Investors may perceive heightened political risk, regulatory uncertainty, and lower returns. This can slow project development, reduce capital inflows, and hinder technological advancement. While resource nationalism aims to promote domestic interests, balancing national control with investor confidence is crucial to sustaining long-term growth and global competitiveness.
Geopolitical Tensions
Geopolitical tensions present a major opportunity for the resource nationalism market. As global rivalries intensify and supply chains become more fragmented, countries are reevaluating their dependence on foreign resource control. Strategic minerals essential to defense, energy, and technology sectors are increasingly viewed as national security assets. This shift encourages governments to assert ownership, restrict exports, and prioritize domestic processing. Resource nationalism becomes a tool for economic resilience and geopolitical influence, especially amid rising demand for green and digital technologies.
Operational Inefficiencies
Operational inefficiencies pose a notable threat to the resource nationalism market. Increased government intervention can lead to bureaucratic delays, mismanagement, and reduced productivity in resource projects. Mandating local employment or processing without adequate infrastructure may strain operations. Additionally, state-owned enterprises may lack the agility and expertise of private firms, impacting competitiveness. These inefficiencies can reduce output, inflate costs, and disrupt supply chains. Thus it hinders the growth of the market.
The COVID-19 pandemic disrupted the market by exposing vulnerabilities in global supply chains and intensifying calls for domestic resource control. Lockdowns and trade restrictions highlighted the risks of foreign dependence, prompting governments to prioritize national interests. Resource-rich countries reevaluated export policies and ownership structures to safeguard economic stability. While investment slowed during the crisis, the pandemic accelerated the shift toward strategic autonomy. Post-COVID, resource nationalism is gaining momentum as nations seek to secure critical minerals for recovery and resilience.
The mining industry segment is expected to be the largest during the forecast period
The mining industry segment is expected to account for the largest market share during the forecast period, as mining is central to national economies, especially in resource-rich countries, making it a prime target for policy intervention. Governments are increasing royalties, mandating local beneficiation, and asserting ownership in mining ventures to capture more value. The sector's role in supplying critical minerals for green technologies further elevates its strategic importance. As demand rises, mining remains the focal point of resource nationalism efforts.
The minerals and metals segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the minerals and metals segment is predicted to witness the highest growth rate, due to global push for clean energy and digital infrastructure, demand for lithium, cobalt, rare earths, and other strategic minerals is surging. Governments are prioritizing control over these resources to support domestic industries and reduce foreign dependence. Innovation in extraction and processing, coupled with rising geopolitical tensions, amplifies growth. This segment's critical role in future technologies makes it a key driver of resource nationalism expansion.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, due to region's abundant natural resources, growing industrial base, and assertive policy frameworks drive market dominance. Countries like China, Indonesia, and India are implementing measures to retain more value from resource extraction, including export restrictions and local processing mandates. Rising demand for critical minerals and energy security concerns further support this trend. Asia Pacific's strategic focus on resource control positions it as a global leader in the market.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, owing to region's increasing emphasis on securing critical minerals for clean energy and defense applications drives policy shifts. The U.S. and Canada are investing in domestic mining, refining, and recycling to reduce reliance on foreign sources. Legislative support, strategic partnerships, and geopolitical tensions accelerate growth. As global competition intensifies North America's proactive stance on resource autonomy fuels rapid expansion in the market.
Key players in the market
Some of the key players in Resource Nationalism Market include Rio Tinto Group, BHP Group Ltd, Glencore PLC, Vale S.A., Anglo American PLC, Freeport-McMoRan Inc., Newmont Corporation, Codelco, Saudi Aramco, Petrobras, PetroChina Co., Ltd., Gazprom PJSC, YPF S.A., Ecopetrol S.A., and CNOOC Limited.
In February 2025, Vale S.A. and Caterpillar Inc. have entered a five-year global framework agreement to deepen collaboration on productivity, innovation and decarbonization - including dual-fuel haul trucks, battery-electric systems and carbon-reduction strategies in Vale's mining operations.
In January 2025, Vale S.A. and GreenIron H2 AB have signed a Memorandum of Understanding to explore decarbonisation initiatives in Brazil and Sweden, including a feasibility study for a direct-reduction facility using green hydrogen and Vale supplying iron-ore agglomerates to GreenIron in Sweden.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.