中国稀土好在哪？澳洲将产1500吨重稀土，或影响中国全球出口？

Group 1 - The core viewpoint is that the U.S. is not willing to import rare earths from China due to the lack of alternative supply channels globally, despite Australia starting to produce terbium with a capacity of 1,500 tons per year [1][3] - The U.S. has signed a $258 million contract to support its allies in rare earth production, indicating a desire to reduce reliance on China, which currently holds about 70% of the global rare earth export market [3][5] - China is projected to have a rare earth production capacity of 270,000 tons in 2024, accounting for 69.2% of global capacity, and its separation technology is unmatched, holding a 92.3% share in the global market [5][8] Group 2 - Australia's rare earth production is primarily focused on heavy rare earths, which are essential for various high-tech applications, including electric vehicles and advanced weaponry [7][8] - The production capacity of Australia is currently limited to 1,500 tons per year, while China's capacity is significantly higher at 20,000 tons, leading to a price disparity where Australian rare earths cost $15 per kilogram compared to China's $4 to $7 [8][10] - The U.S. is aware of Australia's production limitations and is likely using the situation to pressure China into resuming rare earth exports, as the purity of Australian rare earths does not meet production needs [10][12]