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澳大利亚的稀土提炼专家团队是哪里来?它的重稀土产量达多少?
Sou Hu Cai Jing·2025-07-03 13:13

Core Viewpoint - China holds a dominant position in the rare earth market and can leverage this advantage against Western countries, but recent developments from an Australian company, Lynas, pose a significant challenge to this monopoly [1][5][20]. Group 1: China's Dominance in Rare Earths - China is the only producer of heavy rare earth separation, controlling over 50% of global rare earth minerals and 90% of refined rare earths [1]. - The country has previously used rare earths as a strategic tool in international disputes, notably against Japan in 2010, and has since refined its export control methods to comply with WTO regulations [3][5]. - China's rare earth industry has evolved significantly since the 1970s, with key advancements in separation technology attributed to scientist Xu Guangxian, leading to a dominant market position by the 21st century [9][13][15]. Group 2: Lynas and Its Impact - Lynas, an Australian company, claims to have developed technology for the extraction of dysprosium, which could threaten China's market position if proven effective [5][20]. - The company operates a production facility in Malaysia and has announced plans to scale up production, although the quality of its rare earth sources is questioned [7][22]. - Despite Lynas's claims, there is skepticism regarding its ability to meet market demands and compete with China's pricing and quality advantages [17][22]. Group 3: Future of the Rare Earth Market - Experts suggest that the international rare earth supply chain is becoming more diversified, with investments from the U.S. and Canada indicating a shift away from China's monopoly [19][20]. - Lynas aims to capture one-third of the international market for dysprosium and terbium, but its financial capacity to support such ambitions is under scrutiny [22]. - The competitive landscape is expected to evolve, with predictions that China's advantages in rare earths may diminish within the next decade [20].