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2.75亿吨稀土震惊全球,外蒙刚一公布,美媒立马情绪高涨?
Sou Hu Cai Jing·2025-06-28 23:20

Group 1 - The announcement of 275 million tons of rare earth reserves in Outer Mongolia has generated significant global attention, particularly from U.S. media, raising questions about the potential threat to China's dominant position in the rare earth market [1][6] - The mere existence of rare earth reserves does not guarantee a shift in the global market, as the critical processes of separation and purification are essential for realizing the value of these resources [1][3] - China holds a substantial technological advantage in rare earth processing, controlling 90% of global separation and purification capabilities, which poses a significant barrier for other countries attempting to compete [3][6] Group 2 - Transportation challenges present a significant hurdle for Outer Mongolia's rare earth resources, as navigating complex customs and transport routes to global markets is nearly impossible without passing through China [5][6] - The urgency in U.S. media responses stems from anxiety over China's control of rare earth resources, as the U.S. has been striving to reduce its dependency on China by forming a "rare earth alliance" with countries like Australia, Canada, and Japan [6][7] - The future competition in the rare earth sector will hinge not only on resource reserves but also on who can master the core technologies of the industry, ultimately determining market leadership [8][9]