印太稀土联盟已成，四国在美牵手，中方早有准备

Group 1 - The "Indo-Pacific Rare Earth Alliance" was officially announced on July 1, 2025, by the foreign ministers of the US, Japan, Australia, and India, aiming to reduce dependence on Chinese rare earths and establish an independent supply chain [1] - On the same day, China enacted a significant revision of the "Mineral Resources Law" for the first time in 29 years, integrating the entire rare earth industry chain into a unified national management system, enhancing approval efficiency, and introducing a mineral rights registration system [3] - China holds over 70% of global rare earth mining capacity, nearly 90% of refining capabilities, and 85% of separation patents, showcasing its dominant position in the rare earth sector [5] Group 2 - The US, despite its leadership role, lacks sufficient rare earth reserves and production capacity, while Japan relies heavily on Chinese equipment despite having recycling technology [4] - Australia has abundant rare earth reserves and companies like Lynas for separation but still depends on Chinese investment, while India possesses mines but lacks technology and manufacturing capabilities [4] - The four countries face significant internal conflicts and challenges in establishing a complete rare earth industry chain, including technological, cost, and time barriers [4]