美澳85亿稀土协议落地,特朗普：一年后将有好多稀土，都用不完

Group 1 - The core agreement between the US and Australia involves establishing a dedicated group to monitor rare earth supply, with both governments gaining partial ownership of related mining facilities, ensuring priority supply of rare earths to them [1] - Despite the agreement's ambitious claims, significant challenges exist, particularly regarding Australia's processing capabilities, which lag far behind China's. Australia lacks a complete chemical infrastructure, large-scale smelting equipment, and experienced engineers, with many rare earth projects still in the feasibility study phase [1][2] - The rare earth industry is complex, involving multiple stages from mining to material production, and it took China decades to develop a mature system. The prospect of the US and Australia establishing a similar system in the short term is nearly impossible [1] Group 2 - Environmental concerns are significant in Australia, with local councils, indigenous groups, and environmental organizations likely to strongly oppose high-pollution projects, raising questions about the feasibility of advancing these projects [2] - Analysts in Australia have indicated that completing these rare earth projects by 2027 presents an extraordinarily high level of difficulty, suggesting that political statements about immediate supply increases are unrealistic [2]