美企要找中国PK，输了让出稀土主导权！不料中方出手，一招制敌

Core Viewpoint - Oklahoma is emerging as a focal point for U.S. companies aiming to challenge China's dominance in the rare earth sector, but significant obstacles remain for achieving this goal [1][3]. Group 1: U.S. Initiatives in Oklahoma - The state of Oklahoma hosts the only nickel refining plant in the U.S., the largest lithium refining plant, two lithium-ion battery recycling facilities, and several electronic waste collection facilities, all either operational or under construction [3]. - An Australian company has already invested in Oklahoma earlier this year, while another U.S. company is establishing a production facility approximately 137 kilometers south of the state capital [3]. Group 2: Production Goals and Challenges - One U.S. company's founder stated they can refine 200 tons of nickel annually, with plans to expand to 34,000 tons by 2030, aiming to reduce U.S. dependence on Chinese minerals [5]. - Even if successful, this production would only meet 10% of the U.S. annual nickel demand, highlighting the challenges in reclaiming market share from China [5]. Group 3: China's Strategic Response - The U.S. has rich rare earth reserves but has not engaged in large-scale mining for decades, facing high extraction costs, a fragmented supply chain, and strict environmental regulations [7]. - China's influence remains significant, and recent statements from Chinese officials indicate a tightening of export controls on rare earth materials, which could undermine U.S. efforts [9]. - The timing of China's announcement to expedite the review of rare earth export licenses coincides with U.S. companies' plans to ramp up production, suggesting a strategic countermeasure [9].