绕过中国管制，特朗普盯上缅甸稀土！为什么不必担心美国突破？

Core Viewpoint - The U.S. is attempting to bypass China's control over rare earth resources by focusing on Myanmar, but this strategy faces significant challenges and is unlikely to succeed in the short term [1][12]. Group 1: U.S. Strategy and Intentions - The U.S. aims to establish a partnership with Myanmar for rare earth mining and processing, offering technical support and financial aid in exchange for priority supply of rare earths to the U.S. [3][5]. - Myanmar has approximately 2 million tons of rare earth reserves, which, while substantial in Southeast Asia, is not comparable to China's dominance [1][3]. Group 2: Challenges in Implementation - Establishing a complete rare earth industry chain in Myanmar will take at least 10 to 15 years due to the need for extensive technical expertise and infrastructure [5][7]. - The complexity of rare earth extraction and processing requires advanced technology and significant investment, which Myanmar currently lacks [5][9]. Group 3: China's Dominance in Rare Earths - China has over 30 years of experience in the rare earth industry, possessing advanced separation technologies and a complete supply chain from extraction to application [7][9]. - China can purify the 17 most critical rare earth elements to over 99.99% purity at costs 60% lower than those of other countries, making it difficult for the U.S. to compete [7][9]. Group 4: Geopolitical Considerations - Myanmar's strong economic ties with China complicate the U.S. strategy, as Myanmar is unlikely to fully align with U.S. interests given its relationship with China [10][12]. - Environmental concerns and internal political challenges in Myanmar may hinder large-scale rare earth mining operations, further complicating U.S. efforts [12].