Abstract
The article identifies possible challenges and threats to balanced subsoil use, in particular mining, and assesses the danger of effects, which allows to highlight the main ones for elimination. The concept of balanced nature management has been clarified, and evolutionary changes in its content have been found out: from the balance within only the economic subsystem to the balance of all three components: environmental, social and economic. The definition of balanced mining has been formulated. The conceptual and categorical apparatus has been clarified regarding the occurrence of danger to the balanced mining: the definitions of global challenges, internal and external threats and risks, and their relationship to each other. We identify economic, environmental, social and institutional threats, and their structuring in relation to challenges. The methodological foundations of their assessment are developed, which include the fundamental principles of assessment procedures and the methodical tools—guidelines for assessing threats. The assessment procedures involve the calculation of particular indicators for each of the areas of threats; the calculation of general indicators taking into account the weight of particular indicators; and the definition of an integral indicator taking into account the weight of general ones. The classification of the integral indicator has been done with the allocation of four groups of the threats’ danger degrees. The guidelines were tested on the Sverdlovsk region, Russia.
This is a preview of subscription content, access via your institution.

Data availability
As the initial information for obtaining the calculated indicators, statistical data were used, such as statistical collections for the Sverdlovsk Region for 2013–2017 years and 2014–2018 years, and state balances of mineral reserves for 2015–2016 years. The statistical collections are in the open sources https://rosstat.gov.ru/folder/10705 and http://sverdl.old.gks.ru/wps/wcm/connect/rosstat_ts/sverdl/ru/statistics/. To obtain the state balances of mineral reserves, there must be the special permission.
References
Aghabalyan, A. Y. (2020). Systematization of natural factors and justification of an open pit expansion in hilly areas. Mining Informational and Analytical Bulletin, 2020(5), 54–67. https://doi.org/10.25018/0236-1493-2020-5-0-54-67
Ali, S. H., Giurco, D., Arndt, N., Nickless, E., Brown, G., Demetriades, A., & Yakovleva, N. (2017). Mineral supply for sustainable development requires resource governance. Nature, 543(7645), 367–372. https://doi.org/10.1038/nature21359
Alonso-Carrera, J., de Miguel, C., & Manzano, B. (2019). Economic growth and environmental degradation when preferences are non-homothetic. Environmental and Resource Economics, 74(3), 1011–1036. https://doi.org/10.1007/s10640-019-00357-4
Armand, D. (1996). Nam i vnukam (To us and grandchildren). Mysl’.
Arndt, N., Fontboté, L., Hedenquist, J., Kesler, S., Thompson, J., & Wood, D. (2017). Future global mineral resources. Geochemical. Perspectives, 6(1), 1–184. https://doi.org/10.7185/geochempersp.6.1
Christmann, P. (2018). Towards a more equitable use of mineral resources. Natural Resources Research, 27(2), 159–177. https://doi.org/10.1007/s11053-017-9343-6
Cook, E. (1976). Limits to exploitation of nonrenewable resources. Science, 191(4228), 677–682. Retrieved from www.scopus.com
Deloitte. (2019). Tracking the trends 2019. The top 10 issues transforming the future of mining. Resource document. https://www2.deloitte.com/content/dam/Deloitte/ca/Documents/energy-resources/ca-en-ttt-2019-report-aoda.pdf. Accessed 6 January 2020.
European Commission. (2014). Critical raw materials for the EU. Report of the Ad-hoc Working Group on defining critical raw materials. Resource document. http://www.catalysiscluster.eu/wp/wp-content/uploads/2015/05/2014_Critical-raw-materials-for-the-EU-2014.pdf. Accessed 25 December 2019.
Filimonova, I. V., Nemov, V. Y., & Shumilova, S. I. (2020). Evaluation of the mutual influence of foreign investment and the development of the oil and gas complex of russia. Paper presented at the IOP Conference Series: Earth and Environmental Science. https://doi.org/10.1088/1755-1315/459/6/062026
Ignatov, V., Kokin, A. (2000). Ways to ensure regional environmental safety in a balanced nature management. Uchenyye zapiski SKAGS (State and municipal management. Scholarly notes of SKAGS), 2, 17–27.
Ignatyeva, M. (2018). The notion of balance evolution in the natural resource management. Izvestiya vuzov Gornyy zhurnal (News of the Higher Institutions Mining Journal), 6, 85–92
Ignatyeva, M., Yurak, V., & Pustokhina, N. (2020). Recultivation of post-mining disturbed land: Review of content and comparative law and feasibility study. Resources. https://doi.org/10.3390/RESOURCES9060073
Kaganovich, S. (1991). Reproduction of the mineral resource base. Nedra.
Loginov, V., & Balashenko, V. (2019). Balanced nature management: Approaches to assessment. Izvestiya Ural’skogo gosudarstvennogo gornogo universiteta (News of the Ural state mining university), 1, 156–161
Losev, K. (2010). Myths and fallacies in ecology. Nauchnyy mir.
Lukyanets, A., Ryazantsev, S., Moiseeva, E., & Manshin, R. (2020). The economic and social consequences of environmental migration in the central asian countries. Central Asia and the Caucasus, 21(2), 142–156. https://doi.org/10.37178/ca-c.20.2.13
Mateus, A., & Martins, L. (2019). Challenges and opportunities for a successful mining industry in the future. Desafíos y oportunidades para un futuro de éxito en la industria minera Boletin Geologicoy Minero. https://doi.org/10.21701/bolgeomin.130.1.007
Nangrani, S. P., & Joshi, K. D. (2020). Trends in chaos and instability for understanding system complexity. Journal of Intelligent and Fuzzy Systems, 38(5), 6727–6737. https://doi.org/10.3233/JIFS-179750
Nikitina, B. (2021). Waste management and circular economy in the public discourse in russia doi:https://doi.org/10.1007/978-3-030-47458-4_54 Retrieved from www.scopus.com
Peretto, P. F. (2020). Through scarcity to prosperity: Toward a theory of sustainable growth. Journal of Monetary Economics. https://doi.org/10.1016/j.jmoneco.2020.01.004
Perrone, A. (2020). Covid-19: Crisis of globalization and “revenge of the border”. the effects of the pandemic on the world economic and political future. Covid-19: Crisi della globalizzazione e “Rivincita dei confini.” Le ricadute della pandemia sul futuro economico-politico mondiale Documenti Geografici, 1, 307–320. https://doi.org/10.19246/DOCUGEO2281-7549/202001_19
Polyanskaya, I. G., & Yurak, V. V. (2018). Balanced natural resource management of a region: Estimation by dynamic normal technique. Economy of Region, 14(3), 851–869. https://doi.org/10.17059/2018-3-12
Polyanskaya, I. G., Yurak, V. V., & Strovsky, V. E. (2019). Considering mining wastes as a factor of increasing the balance level of subsoil management in regions. Economy of Region, 15(4), 1226–1240. https://doi.org/10.17059/2019-4-20
Popper, R. (2012). Mapping futures studies. Foresight Russia, 6(2), 56–75. https://doi.org/10.17323/1995-459x.2012.2.56.74
Reimers, N., & Stilmark, F. (1978). Specially Protected Natural Areas. Nauka.
KS Sablin ES Kagan EV Goosen 2020 Readiness of russian regions for integrated development of mineral resources: Quantitative assessment https://doi.org/10.1007/978-3-030-15577-3_32Retrievedfromwww.scopus.com
Schilling, J., Hertig, E., Tramblay, Y., & Scheffran, J. (2020). Climate change vulnerability, water resources and social implications in north africa. Regional Environmental Change. https://doi.org/10.1007/s10113-020-01597-7
Shestak, O., Shcheka, O. L., & Klochkov, Y. (2020). Methodological aspects of use of countries experience in determining the directions of the strategic development of the russian federation arctic regions. International Journal of Systems Assurance Engineering and Management, 11, 44–62. https://doi.org/10.1007/s13198-019-00805-w
Shkaruba, A., Skryhan, H., Likhacheva, O., Kireyeu, V., Katona, A., Shyrokostup, S., & Sepp, K. (2021). Environmental drivers and sustainable transition of dachas in eastern europe: An analytical overview. Land Use Policy. https://doi.org/10.1016/j.landusepol.2020.104887
Tatarkin, A. (Ed.). (2015). The elaboration of consistency in the development of the natural potential of the northern poorly studied territories. IE UB RAS.
World Commission on Environment and Development. (1989). Our Common Future, From One Earth to One World. An Overview by the World Commission on Environment and Development. Resource document. http://www.un-documents.net/ocf-ov.htm. Accessed 7 December 2019.
Yashalova, M. (2015). Stimulation of sustainable ecological and economic development of the region (Theses). Moscow State University named after M.V. Lomonosov.
Acknowledgement
The authors thank the reviewers for valuable comments and suggestions. The research was supported by the Ministry of Science and Higher Education in accordance with the state assignment for Institute of Economics of the Urals Branch of the Russian Academy of Sciences.
Funding
The research was supported by the Ministry of Science and Higher Education in accordance with the state assignment for Institute of Economics of the Urals Branch of the Russian Academy of Sciences.
Author information
Affiliations
Contributions
All authors contributed to the development of the current paper. The concept, theory, methodology and the guidelines were prepared by M.I. and V.Y., while A.D. and I.P. determined challenges and threats for balanced mining for Russia. The detailed literature review, results and discussion were done by both M.I. and V.Y. While M.I. examined the Russian vision, V.Y. researched the foreign experience. The revision (review and editing) of the proposed literature review, discussion and recommendations were carried out by M.I., V.Y., A.D. and I.P. All authors have read and agreed to the published version of the manuscript.
Corresponding author
Ethics declarations
Conflict of interest
The authors declare that they have no conflict of interest.
Additional information
Publisher's Note
Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.
Rights and permissions
About this article
Cite this article
Ignatyeva, M.N., Yurak, V.V., Dushin, A.V. et al. Assessing challenges and threats for balanced subsoil use. Environ Dev Sustain (2021). https://doi.org/10.1007/s10668-021-01420-1
Received:
Accepted:
Published:
Keywords
- Mining industry
- Sustainable and balances development
- Guidelines
- Estimation
- Assessment of challenges and threats
- Ecosystem functions and services