G7打造“稀土联盟”更像是政治表演

Group 1 - The G7's initiative to form a "Rare Earth Alliance" aims to reduce dependence on China and create a "de-China" supply chain, reflecting deep-seated anxieties over resource security among Western nations [1][6][7] - China currently dominates the rare earth sector, accounting for 60% of global production and holding 58% of relevant patents, with its refining costs significantly lower than those of the U.S. [2][3] - The G7's plan to set price floors and tariffs to counter China's dominance faces inherent flaws due to the complex technology and long-term experience required in rare earth refining [2][4] Group 2 - Global South countries, including India and Vietnam, are unlikely to support the G7's "de-China" initiative, as they benefit from stable partnerships with China, which is both a major supplier and consumer of rare earths [3][6] - The G7's proposal for a "Rare Earth Alliance" lacks attractiveness compared to the economic rationality of collaborating with China, as evidenced by the high costs of alternatives [3][4] - The G7's attempt to manipulate market dynamics through administrative measures, such as price controls, is fraught with challenges, including the need for extensive subsidies and the risk of increasing manufacturing costs in the West [4][5] Group 3 - Canada's involvement in the G7's "Rare Earth Alliance" is driven by its desire to enhance its role as a reliable resource provider and to address its own economic and security needs [9][10] - Canada aims to leverage its significant rare earth resources to attract investment and technology transfer from G7 allies, while also seeking to reduce reliance on China [10][11] - The country positions itself as a "rules promoter" within the alliance, focusing on sustainable mining practices and balancing the differing environmental priorities of G7 members [12]