企業動向

水資源竞争对能源转型构成风险

icmm.com 2026-08-03
世界の鉱山・金属関連施設の約3分の2が水不足などの物理的水リスクに晒されており、エネルギー転換に必要な鉱物資源生産の制約要因となる可能性をICMMの分析が示した。

専門家の視点

この分析は、鉱山・金属施設の約3分の2が物理的な水リスク地域に立地するという事実を軸に、エネルギー転換の前提条件そのものが揺らいでいる構造を浮かび上がらせます。実体として、水への競争圧力は産業間・地域間で不均等に発生し、干ばつや洪水といったリスクが重層的に存在します。一方で物語は、鉱業企業の「水管理の原則」という善意の枠組みで括られており、具体的な削減目標や責任分担の明確な経路が示されていません。ここに物語先走りの構造が見えます。さらに、脱炭素化に不可欠な鉱物資源の需要拡大という期待が、水資源という物理的制約に対して過度に楽観的です。隠れた前提は、水資源の持続可能性が技術革新で解決可能であるという点です。現実には、水の配分は地域社会との政治的合意を要する問題で、企業の努力だけでは解決し得ません。次の観測点は、ICMM加盟企業が水リスクを定量化し、そのデータを地域の水計画に統合できるかどうかです。実行レイヤーが政府と企業の連携に依存する以上、時間軸は明らかに長期で、可逆性は低いと言えます。エネルギートランジションは水問題と同時に進めるしかなく、単独では成立しない構造です。

ICMM report maps where mining and metals facilities intersect with water stress, depletion, drought, flood and interannual variability risks. London, UK – Nearly two-thirds of mining and metals facilities worldwide are located in areas facing significant physical water risk, according to new analysis by ICMM. Our Global Mining and Metals Water Dataset and report, also reveal that competition for water between mining and metals operations and other industrial and domestic users is the greatest physical water risk facing the industry. It highlights the importance of coordinated integrated land and water use planning at regional scales, as demand grows for the materials needed for clean energy systems. Minerals and metals are essential to the energy transition and the low-carbon economy of the future, but this analysis shows that the conditions needed to produce them are constrained by physical water risks. Key findings include: The analysis found that water risk in mining and metals is global in scope but diverse in nature, differing according to geography and commodity. Some facilities face chronic competition for water; others face drought, flooding, or unpredictable annual supply. In some regions and supply chains, these risks overlap, creating vulnerabilities that must be addressed at through water stewardship and coordinated action across governments, industry, investors and the companies that use these materials. Commenting on the findings, ICMM’s Director of Data and Research, Dr Emma Gagen, said: Our research shows that water is already a material issue for the mining and metals sector. If water risk exposure is not better understood and managed across the wider economy, we risk sleepwalking into a major constraint on the energy transition. This is why leading mining companies including ICMM members have embedded water stewardship principles and practices, to manage water in ways that are socially equitable, environmentally sustainable and economically benefic

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