印度承诺不将中国稀土出口至美国

Core Insights - India has assured China that rare earth materials imported from China will not be exported to the United States, highlighting India's dependence on China's rare earth industry and its delicate balancing act between the US and China [1][2] Group 1: Industry Dependence - India's electric vehicle and renewable energy sectors are heavily reliant on stable supplies of rare earth magnets, particularly critical elements like dysprosium and terbium, essential for electric motors and wind turbines [2] - In the fiscal year 2024-2025, India is expected to import approximately 870 tons of rare earth magnets, with a total value exceeding 3 billion rupees [2] - An executive from an Indian electric vehicle company stated that there is currently no alternative to China's supply chain, as other countries like Australia and the US cannot meet the demand [2] Group 2: Strategic Moves - China has restored exports of light rare earth magnets to India following the Shanghai Cooperation Organization summit in September, but shipments of heavy rare earth permanent magnets are pending formal usage guarantees [2] - China's recent expansion of export controls on rare earths is framed as a national security measure to prevent sensitive technologies from being used for military purposes [2][3] - Indian officials acknowledge that the country's manufacturing sector cannot afford to risk supply disruptions from China, indicating a reliance on Chinese support in critical areas [3]