中方稀土管控一生效，美欧叫痛，俄砸7000亿卢布自建自主全链

Core Viewpoint - The implementation of rare earth export controls by China has raised significant concerns in Europe and the United States, while Russia is shifting its focus towards these strategic mineral resources, aiming to establish an integrated industry chain from extraction to application [1][4]. Group 1: Russia's Strategic Shift - The Russian government plans to invest 700 billion rubles (approximately 61.2 billion yuan) to establish an industrial cluster in Siberia, covering rare earths, rare metals, new materials research, processing, and application [3]. - The urgency of this initiative stems from Russia's recognition of the power of resource control, which has evolved into a matter of national survival rather than just trade [3][4]. - Russia's security council has emphasized the importance of rare earths for military, electronics, and energy storage sectors, elevating it to a national security priority [1][3]. Group 2: Economic Growth and Global Positioning - Beyond self-protection, Russia aims to leverage its rare earth industry for economic growth and international expansion, viewing it as a potential economic growth point amid sanctions and war [4]. - The rare earth industry is expected to drive the development of downstream sectors such as magnetic materials, catalysts, alloys, displays, and semiconductors, thus facilitating Russia's industrial transformation [4][5]. - Russia intends to offer alternative supply chain solutions to global southern countries, aiming to reduce China's market share and utilize rare earths as a geopolitical tool [4][10]. Group 3: Resource Availability and Challenges - Russia possesses significant rare earth resources, with proven reserves of approximately 28 million tons, ranking among the top five globally [5]. - However, Russia faces challenges in its incomplete industrial chain, requiring self-research for necessary equipment and technology, as well as addressing issues related to product purity and environmental control [5][6]. - Funding remains a critical challenge, with the government’s planned investment needing clarity on sources and timelines, compounded by the financial strain from sanctions and war [6][11]. Group 4: Long-term Development and Global Market Dynamics - The development of the rare earth industry is a long-term project, potentially taking years or even a decade to establish a complete industrial chain [8]. - The global rare earth market is undergoing a critical period of rule restructuring, where the ability to sustainably convert resources into products will determine market positions [10]. - Russia's plans, while ambitious, require careful execution to avoid pitfalls associated with rapid development, emphasizing the need for strategic planning and patience [11].