澳矿产抢占美市场，美急找中国供应商替代，中方立场成关键

Group 1 - The core of the AUKUS agreement involves Australia leveraging its mineral resources to fill the supply chain gaps faced by the U.S. in its "de-China" strategy, while the U.S. seeks to reduce its dependency on Chinese supply chains [1][2] - Australia claims to possess 30 out of the 50 strategic minerals recognized by the U.S., emphasizing its capability for sustainable mining and stable output, which aligns with U.S. supply chain rebuilding efforts [2][6] - Despite Australia's mineral wealth, it lacks the advanced processing capabilities that China has established, which poses challenges to the U.S.'s de-China plans [2][7] Group 2 - The collaboration between Rio Tinto and China Baowu at the West Pilbara iron ore project highlights Australia's reliance on Chinese funding and technical expertise, indicating that mineral reserves alone do not eliminate dependence on China [3][4] - U.S. Republican lawmakers have expressed concerns that abandoning the efficient Chinese supply chain for an immature Australian model could jeopardize national security [6][7] - The AUKUS agreement's success hinges on the U.S. establishing a complete supply chain from extraction to manufacturing, a task that Australia is currently ill-equipped to support [7][9] Group 3 - China's dominance in the processing of critical minerals, controlling over 80% of global separation and purification capacity, presents a significant barrier for Australia in establishing an independent processing system [7][9] - Future challenges for the U.S. and Australia in reshaping global resource order will arise as China continues to advance in mineral recycling and green mining technologies [9]