{"schema_version":1,"mineral_id":"lithium","source":{"automatic_valuation_enabled":false,"citation":"IEA, Critical Minerals Dataset, July 2026, CC BY 4.0. 表の抽出・表示・比率計算は当サイト。","comparison_note":"供給は固定のbase case、需要は3条件。需給が整合した3つの完全な経済シナリオではない。総需要には二次供給で満たせる分を含むため、採掘量との差を不足量とはしない。","edition":2026,"parser_version":1,"price_forecast":null,"released_on":"2026-07-27","schema_version":1,"source_notice_year_discrepancy":"原ファイルのNoticeの引用年は2024表記のまま。製品ページの2026年7月公表版とファイルSHAで版を識別する。","source_sha256":"43bd9338a08ac8399c65471115f30ffc10dca7117e62f03cca86d49224717935","source_url":"https://www.iea.org/data-and-statistics/data-product/critical-minerals-dataset","supply_basis":"供給は稼働中・公表済みプロジェクトを国別に積み上げ、資金調達・許認可・FS等から稼働可能性を評価したIEA base case。追加投資が一切ない未来を保証するものではない。","time_note":"原表の2025・2030・2035・2040年の点を表示。線は点を結ぶ補助線で、間の年の予測ではない。2036年の公表値を作らない。","imported_at":"2026-10-24T22:31:41+00:00"},"market":{"demand":{"CPS":{"source_columns":[2,4,5,6,7,8],"source_name":"Current Policies scenario","source_row":37,"source_sheet":"1 Total demand for key minerals","values":[275,438,613,748,817,828],"years":[2025,2030,2035,2040,2045,2050]},"HIGH":{"source_columns":[2,16,17,18,19,20],"source_name":"High Demand Scenario","source_row":37,"source_sheet":"1 Total demand for key minerals","values":[275,540,881,1227,1410,1501],"years":[2025,2030,2035,2040,2045,2050]},"STEPS":{"source_columns":[2,10,11,12,13,14],"source_name":"Stated Policies scenario","source_row":37,"source_sheet":"1 Total demand for key minerals","values":[275,476,717,932,1068,1122],"years":[2025,2030,2035,2040,2045,2050]}},"name":"リチウム","scope_note":"リチウム含有量（Li）。炭酸リチウム換算量（LCE）ではない。","supply":{"mining":{"countries":[{"kind":"country","name":"豪州","source_columns":[2,3,4,5],"source_name":"Australia","source_row":29,"values":[104,143,139,120]},{"kind":"country","name":"中国","source_columns":[2,3,4,5],"source_name":"China","source_row":30,"values":[69.9,162,150,150]},{"kind":"country","name":"チリ","source_columns":[2,3,4,5],"source_name":"Chile","source_row":31,"values":[52.1,56.6,58.4,58.6]},{"kind":"country","name":"ジンバブエ","source_columns":[2,3,4,5],"source_name":"Zimbabwe","source_row":32,"values":[27.7,26.6,26.6,26.6]},{"kind":"country","name":"アルゼンチン","source_columns":[2,3,4,5],"source_name":"Argentina","source_row":33,"values":[18.7,51.4,54.1,54.4]},{"kind":"country","name":"カナダ","source_columns":[2,3,4,5],"source_name":"Canada","source_row":34,"values":[6.65,23.9,22,22]},{"kind":"aggregate","name":"その他の国・地域","source_columns":[2,3,4,5],"source_name":"Rest of world","source_row":35,"values":[23.5,77.1,64.7,50.2]}],"country_sum_minus_total":[0.5500000000000114,0.6000000000000227,0.7999999999999545,-0.19999999999998863],"source_columns":[2,3,4,5],"source_name":"Lithium - Mining","source_sheet":"2 Total supply for key minerals","source_total_label":"Total","source_total_row":36,"top_three_shares":[0.747,0.669,0.675,0.682],"total_values":[302,540,514,482],"years":[2025,2030,2035,2040]},"refining":{"countries":[{"kind":"country","name":"中国","source_columns":[8,9,10,11],"source_name":"China","source_row":29,"values":[235,369,374,374]},{"kind":"country","name":"チリ","source_columns":[8,9,10,11],"source_name":"Chile","source_row":30,"values":[52.1,56.6,58.4,58.6]},{"kind":"country","name":"アルゼンチン","source_columns":[8,9,10,11],"source_name":"Argentina","source_row":31,"values":[15.7,51.4,54.1,54.4]},{"kind":"country","name":"豪州","source_columns":[8,9,10,11],"source_name":"Australia","source_row":32,"values":[6.35,16.3,25.9,26.5]},{"kind":"country","name":"ドイツ","source_columns":[8,9,10,11],"source_name":"Germany","source_row":33,"values":[2.98,6.44,6.62,6.62]},{"kind":"country","name":"米国","source_columns":[8,9,10,11],"source_name":"United States","source_row":34,"values":[1.38,19.1,19.7,19.8]},{"kind":"aggregate","name":"その他の国・地域","source_columns":[8,9,10,11],"source_name":"Rest of world","source_row":35,"values":[5.44,24.6,27.7,27.9]}],"country_sum_minus_total":[-0.049999999999954525,-0.5599999999999454,-0.5800000000000409,-0.17999999999994998],"source_columns":[8,9,10,11],"source_name":"Lithium - Refining","source_sheet":"2 Total supply for key minerals","source_total_label":"Total","source_total_row":36,"top_three_shares":[0.949,0.878,0.859,0.858],"total_values":[319,544,567,568],"years":[2025,2030,2035,2040]}},"unit":"kt（IEA原表の数量基準）"},"primary_balance":{"base_supply_kt":510,"cases":{"CPS":{"base_coverage":0.7846153846153846,"base_gap_kt":-140,"high_supply_gap_kt":-99,"requirement_kt":650},"HIGH":{"base_coverage":0.5543478260869565,"base_gap_kt":-410,"high_supply_gap_kt":-369,"requirement_kt":920},"STEPS":{"base_coverage":0.6710526315789473,"base_gap_kt":-250,"high_supply_gap_kt":-209,"requirement_kt":760}},"country_link_allowed":false,"country_sensitivity":null,"country_source_sha256":null,"high_production_supply_kt":551,"quantity_precision_note":"原図CSVの丸め済み数量から再計算。報告書の整数%表記と差が出る場合がある。国別量を合計へ合わせて拡縮しない。","report_page":352,"report_url":"https://iea.blob.core.windows.net/assets/19c60aa0-ee07-4a20-a138-33c967ac5008/GlobalCriticalMineralsOutlook2026.pdf","reported_coverage_percent_rounded":68,"reported_edition":2026,"source_sha256":"b2bd0229388abf7781d4d42fb7e89adf3f0ca7e971d474bed2fef9b870d62499","source_unit":"Mt Li","source_updated_field":"2025-07-09","source_url":"https://www.iea.org/data-and-statistics/charts/expected-mine-supply-from-existing-and-announced-projects-and-primary-supply-requirements-for-lithium-by-scenario-2035","source_values":{"base_supply":0.51,"cps_requirement":0.65,"hds_requirement_increment":0.16,"high_production_increment":0.041,"steps_requirement_increment":0.11},"supply_scope":"採掘供給（元素含有量）","unit":"kt","warnings":["2026年レポートから参照される原図だが、ページの更新日欄は2025-07-09、引用年は2026。日付の不一致があるため、Excelの国別数量との合成は保留。同じ原図内の供給・必要量だけを比較する。"],"year":2035},"quantity_price_sensitivity":null,"automatic_valuation_enabled":false,"macro":{"version":"jp-coking-cif-relative-20261027-r1","as_of":"2026-10-27","target_date":"2036-10-25","jp_cpi":0.03,"jp_short_rate":0.02,"jp_long_rate":0.03,"usd_jpy_terminal":150,"basis":"日本CPI3%、短期2%、長期3%、2036年ドル円150円。"}}