日本被印度坑惨！买了13年的印度稀土是中国货，直接“人财两空”

Group 1 - India announced a unilateral suspension of its rare earth agreement with Japan, halting exports of rare earths to Japan, which previously sourced about 15% of its rare earth consumption from India [1][22] - The suspension may be influenced by China's recent restrictions on rare earth exports, prompting India to develop its own rare earth processing industry and reduce reliance on China [3][24] - India's rare earth resources are primarily light rare earths, while heavy rare earths, which are more valuable and harder to process, are predominantly found in China [5][10] Group 2 - The majority of India's rare earth mining involves monazite, which contains radioactive elements, complicating the extraction and processing of rare earths [12][13] - India's rare earth production is minimal, accounting for less than 1% of global output, while China dominates with over 90% [18] - The agreement with Japan primarily involved unrefined ore, which Japan would then send to China for further processing, indicating India's role as a middleman rather than a primary supplier [20][22] Group 3 - India's ambition to become a major rare earth exporter faces significant challenges, including the need for advanced technology and infrastructure to process its unique monazite deposits [28][30] - The extraction of rare earths is often a byproduct of aluminum production, and India lacks the capacity to produce the necessary aluminum to support a robust rare earth industry [26][28] - The technology for refining rare earths is concentrated in a few countries, with China unlikely to share its expertise with India, further hindering India's development in this sector [30][31]