| ACKNOWLEDGEMENTS | 第3-4页 |
| 摘要 | 第4-5页 |
| ABSTRACT | 第5页 |
| ACRONYMS | 第11-13页 |
| TERMINOLOGY | 第13-15页 |
| CHAPTER 1. INTRODUCTION | 第15-38页 |
| 1.1. CONTEXT | 第15-16页 |
| 1.2. LINK BETWEEN ENERGY AND RESOURCES | 第16-27页 |
| 1.2.1. ENERGY CONSUMPTION FOR MINING AND METAL INDUSTRIES | 第17-18页 |
| 1.2.2. THE NEED OF MINERAL RAW MATERIALS FOR ENERGY PRODUCTION | 第18-21页 |
| 1.2.3. RAW MATERIALS UTILIZATION AND INTENSITY | 第21-24页 |
| 1.2.4. THE IMPORTANCE OF A SCENARIO LINKING ENERGY AND RESOURCES FOR ACOMPANY | 第24-25页 |
| 1.2.5. RAW MATERIALS CONSIDERED CRITICAL IN THE ENERGY AND TRANSPORTATIONSECTOR | 第25-27页 |
| 1.3. BENCHMARK OF EXISTING METHODOLOGIES ANALYZING CRITICAL MINERALS | 第27-38页 |
| 1.3.1. ORGANIZATIONAL LEVEL: EUROPEAN UNION METHODOLOGIES | 第27-29页 |
| 1.3.2. NATIONAL LEVEL: UNITED STATES | 第29-32页 |
| 1.3.3. COMPANY LEVEL: GENERAL ELECTRIC (GE), RENAULT AND TOTAL | 第32-38页 |
| CHAPTER 2. ESTABLISHMENT OF A METHODOLOGY ANALYSING EDFVULNERABILITY TO MINERAL SCARCITY | 第38-47页 |
| 2.1. COMPARATIVE ANALYSIS OF THE METHODOLOGIES ALREADY DEVELOPED | 第38-42页 |
| 2.2. ELEMENTS TO CONSIDER FOR THE ESTABLISHMENT OF A METHODOLOGY | 第42-43页 |
| 2.3. NECESSITY TO CREATE AN APPROPRIATED METHODOLOGY | 第43页 |
| 2.4. PROPOSITION OF A METHODOLOGY: ANALYZING SHORT TERM AND LONGTERM HORIZONS | 第43-47页 |
| CHAPTER 3. SHORT TERM RISK INDICATORS | 第47-66页 |
| 3.1. THE MARKET RISK | 第49-61页 |
| 3.1.1. MARKET RISKS RELATED TO THE GLOBAL SUPPLY | 第49-57页 |
| 3.1.2. MARKET RISKS RELATED TO THE GLOBAL DEMAND | 第57-61页 |
| 3.2. THE VULNERABILITY OF THE COMPANY TO SUPPLY RESTRICTIONS | 第61-66页 |
| CHAPTER 4. MEASURING LONG TERM RISKS: CASE STUDY OF THE PHOTOVOLTAICINDUSTRY | 第66-83页 |
| 4.1. PV TECHNOLOGY AND COMPONENTS | 第66-70页 |
| 4.2. METHODOLOGY STEPS FOR A LONG TERM ANALYSIS | 第70-72页 |
| 4.3. INPUTS AND HYPOTHESIS | 第72-83页 |
| 4.3.1. STEP 1: ECONOMIC AREAS CONSIDERED | 第72-73页 |
| 4.3.2. STEP 2: CHOICE OF A SCENARIO | 第73-75页 |
| 4.3.3. STEP 3: LINEARIZATION OF TEMPORAL DATA | 第75-78页 |
| 4.3.4. STEP 4: TECHNOLOGY MIX SCENARIOS | 第78页 |
| 4.3.5. STEP 5: RAW MATERIALS INTENSITY | 第78-82页 |
| 4.3.6. STEP 6: EXPECTED SUPPLY OF METAL | 第82页 |
| 4.3.7. STEP7: CROSSING THE DATA | 第82-83页 |
| CHAPTER 5. PV CASE STUDY: RESULTS AND ANALYSIS | 第83-101页 |
| 5.1. GLOBAL ANALYSIS WITH EXTREME VALUES | 第83-86页 |
| 5.2. SENSITIVITY TO THE SCENARIO CONSIDERED | 第86-90页 |
| 5.2.1. WORLD | 第86-88页 |
| 5.2.2. EUROPE | 第88-89页 |
| 5.2.3. CHINA | 第89页 |
| 5.2.4. EDF EN | 第89-90页 |
| 5.3. SENSITIVITY TO THE MATERIAL INTENSITY CONSIDERED | 第90-92页 |
| 5.4. SENSITIVITY TO THE TECHNOLOGICAL MIX | 第92-96页 |
| 5.5. LONG TERM ANALYSIS | 第96-97页 |
| 5.6. SHORT TERM ANALYSIS | 第97-101页 |
| CHAPTER 6. LIMITS, MITIGATION STRATEGIES, RECOMMENDATIONS ANDCONCLUSION | 第101-107页 |
| 6.1. LIMITS OF THE ANALYSIS | 第101页 |
| 6.2. MITIGATION STRATEGIES | 第101-104页 |
| 6.2.1. MITIGATION STRATEGIES REGARDING THE MARKET RISK | 第102页 |
| 6.2.2. MITIGATION STRATEGIES REGARDING THE COMPANY’S VULNERABILITY TOTHE SUPPLY RISK | 第102-104页 |
| 6.3. RECOMMENDATIONS FOR EDF | 第104-105页 |
| 6.4. CONCLUSION | 第105-107页 |
| REFERENCE | 第107-110页 |
| LIST OF APPENDICES | 第110-121页 |
| RESUME | 第121页 |
