【摘要】 关键矿产作为推动低碳技术发展和能源转型的关键要素，其供应安全正频繁受到经济政策不确定性冲击。本文基于2000—2022年全球镍贸易数据，实证检验经济政策不确定性对镍产业链各环节贸易网络韧性的影响。研究发现：经济政策不确定性对镍产业链中下游环节的贸易网络韧性具有显著抑制效应，而对上游环节的影响相对有限；经济政策不确定性通过扰乱金融市场秩序、引发镍产品贸易价格剧烈波动对镍贸易网络韧性产生负面影响；经济政策不确定性对镍贸易网络韧性的抑制作用在产业链中下游核心国家中更为显著。更多还原

【Abstract】 Critical minerals are key elements in promoting low-carbon technology development and energy transition, and their supply security is frequently impacted by economic policy uncertainty. Based on global nickel trade data from 2000 to 2022, this study empirically investigates how economic policy uncertainty affects the resilience of trade network across different segments of the nickel industry chain. The findings are as follows:(1) Economic policy uncertainty has a significant suppressive effect on the resilience of the trade network in the midstream and downstream segments of the nickel industry chain, while its impact on the upstream segments is relatively limited.(2) Economic policy uncertainty disrupts the orderly functioning of financial markets and triggers sharp fluctuations in nickel product trade prices, thereby undermining the resilience of the nickel trade network.(3) The suppressive effect of economic policy uncertainty on the resilience of the nickel trade network is more pronounced in core countries located in the middle and lower reaches of the industrial chain.更多还原