俄380万吨稀土,愿向美敞开大门,特朗普突然变卦,普京被做局了
Sou Hu Cai Jing·2025-10-06 05:26

Core Viewpoint - The article discusses the complex geopolitical dynamics surrounding Russia's rare earth resources and its implications for U.S.-Russia relations amid the ongoing Ukraine conflict [4][12]. Group 1: Russia's Rare Earth Resources - Russia possesses significant rare earth resources, with proven reserves of 28.7 million tons, of which 3.8 million tons are currently being developed or planned [4]. - The strategic value of these resources is heightened in the context of increasing competition between the U.S. and China over rare earth supplies [4][6]. - Despite its rich reserves, Russia faces critical shortcomings in rare earth processing technology, heavily relying on China for separation and refining [6][17]. Group 2: U.S. Strategic Interests - The U.S. has shown interest in Russia's rare earth proposal as it seeks to reduce its dependence on Chinese imports, which currently account for 80% of its rare earth needs [10]. - The U.S. military's supply chain is at risk due to China's planned export controls on rare earths, making Russian resources a potential solution [10][12]. - The U.S. is leveraging the situation by providing military support to Ukraine while negotiating rare earth cooperation with Russia, creating a dual pressure strategy on Moscow [12][14]. Group 3: Geopolitical Implications - The provision of U.S. military aid, including Tomahawk missiles, to Ukraine alters the balance of power on the battlefield, posing a direct threat to Russian strategic targets [14][15]. - The deployment of U.S. missile systems in Europe further exacerbates Russia's security concerns, regardless of any potential rare earth agreements [15][17]. - The article suggests that the ultimate beneficiary of this geopolitical struggle may be China, which is establishing a new order in the rare earth sector through technological innovation and standard-setting [18].