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面对无解阳谋!美国的对策来了,美国地质调查局公布了全球冶炼铝的格局图,以及镓的应用分布图
Sou Hu Cai Jing·2025-07-03 16:33

Group 1 - The U.S. Geological Survey has released a global aluminum smelting map and a gallium application distribution map, indicating a potential shift in gallium supply chains away from China, despite China currently controlling 95% of global gallium production [1] - The U.S. is actively seeking to diversify supply chains and strengthen alliances, but faces challenges such as rising aluminum prices and equipment demand, which may still require engagement with China to avoid high costs [3] - China's advancements in technology and industry, including 5G, automated mining, and metallurgical processes, have been built over decades, making it difficult for other countries to catch up quickly [3] Group 2 - The impact of export controls on domestic industries is acknowledged, but it is considered manageable, with past experiences in rare earths and photovoltaics showing resilience under pressure [4] - The ongoing geopolitical chess game suggests that the competition for resource control and industry leadership is far from over, with advantages becoming apparent in certain sectors [4]