中方早已布局另一张王牌,其储量超140万吨,特朗普连发推都不敢
Sou Hu Cai Jing·2025-10-06 12:33

Core Insights - Thorium is emerging as a strategic asset for China, potentially more significant than rare earth elements, due to its high energy density and low extraction costs [1][3]. Resource Potential - Thorium has an energy density so high that 1 ton can produce electricity equivalent to 3.5 million tons of coal [3]. - China's proven thorium reserves of 220,000 tons could sustain energy needs for approximately 14 billion people for thousands of years, while the total national reserves of 1.4 million tons could meet energy demands for nearly 20,000 years [3]. Technological Advancements - China has developed a technological advantage by successfully operating thorium-based molten salt reactors, which could potentially lower electricity prices to 0.05 yuan per kilowatt-hour [5]. - The country is currently the only one capable of stable operation of thorium-based molten salt reactors [5]. Strategic Implications - The U.S. has historically researched thorium but has since fallen behind in both mining and extraction technology, making it difficult for them to catch up [7]. - Thorium reactors can be built in arid regions, are inherently safe, and can also produce green hydrogen for electric vehicles [8]. Geopolitical Context - The U.S. has shifted its rhetoric regarding China, indicating a recognition of the strategic importance of thorium and its implications for energy independence [9]. - China's advancements in thorium technology position it favorably in the global clean energy race, addressing both energy security and green transition [9]. Long-term Strategy - China's focus on developing rare earth and thorium technologies is aimed at strengthening its position on the international stage, rather than undermining others [11]. - The strategy emphasizes that true international influence is built on genuine capabilities rather than mere rhetoric [11].