Theoretical Framework of Mineral Resource Flows
Theoretical models of critical mineral supply conceptualize resource availability through contrasting geological and circular-economy frameworks. In geological models of extraction, mineral availability is fundamentally defined by natural provenance, where primary ore bodies originate from deep mineralization episodes across distinct rock formations, while secondary geological sources arise through surficial weathering, laterite alteration, and placer accumulation (crossref-10-20935-acadeng6194, 2024). This earth-system perspective organizes minerals into functional categories—such as battery metals, rare earth elements, and alloy commodities—whose accessibility is structurally constrained by spatial concentration, geopolitical boundaries, and physical ore quality (crossref-10-20935-acadeng6194, 2024). Conversely, anthropogenic recovery frameworks conceptualize mineral provisioning not through static geological deposition, but as dynamic material cycles governed by interconnected systemic dimensions (crossref-10-20935-acadenvsci7363, 2024). Rather than treating secondary reserves as passive overburden or natural deposits, circular models analyze critical minerals recovery from electronic waste across seven interdependent nexuses: technical capacity, energy expenditure, economic economies of scale, consumer and manufacturer attitudes, circular design principles, digital innovation, and research and development efforts (crossref-10-20935-acadenvsci7363, 2024). The meaningful theoretical divergence between these two approaches lies in their structural definition of supply bottlenecks. While geological theories emphasize geochemical scarcity, geopolitical risks, and natural extraction pathways from lithospheric rock substrates, circular recovery frameworks locate constraints within socio-technical systems, processing inefficiencies, and end-of-life product lifecycles. Integrating both theoretical perspectives establishes that sustainable mineral security requires harmonizing natural provenance extraction limits with multi-dimensional recovery systems to reliably fulfill clean energy transitions.