图解丨2024年全球稀土产量分布

Core Insights - The U.S. Geological Survey indicates that China's rare earth production will account for nearly 70% of global output in 2024 [1] - From 2020 to 2023, the U.S. imported 70% of its rare earths from China, highlighting China's dominance in the market [1] Industry Position - China holds a leading position in the global critical mineral market, particularly in rare earths, lithium, cobalt, and nickel [1] - The country controls over 60% of global rare earth production, approximately 70% of lithium refining, nearly 70% of cobalt processing, and over 90% of battery-grade graphite production [1]