Group 1 - The core issue revolves around the depletion of U.S. stored rare earth resources due to a prolonged tariff conflict, leading to production halts in automotive and defense sectors, prompting a strategic compromise with China to restore rare earth exports [1] - Russia expresses concern over the potential use of rare earth resources for sanctions against itself, prompting a rapid adjustment of its industrial structure to reduce dependency on China [1][6] - Russia has initiated rare earth development projects in regions like Murmansk, Irkutsk, and Yakutia, aiming for an annual production of 50,000 tons by 2030 and reducing foreign dependency from 75% to 45% [3] Group 2 - Historically, Russia established a nascent rare earth industry during the Soviet era, currently holding about 20% of global rare earth reserves, approximately 3.8 million tons, ranking fifth globally [4] - Post-Soviet economic decline led to a significant gap in rare earth technology and a reliance on Chinese imports for 70% of its rare earth needs [6] - Both the U.S. and Russia face significant challenges in re-establishing their rare earth industries, with the U.S. lacking a solid industrial foundation and Russia facing capital and technological barriers due to China's dominance in the sector [8]
美国因稀土向中国妥协,令俄罗斯担忧,制定大计划,减少对华依赖
Sou Hu Cai Jing·2025-07-04 06:15