1250万吨？土耳其可能成为全球稀土储量第三大国，产业链不完善寻求与他国合作

Core Insights - Turkey's President Erdogan announced the potential discovery of 12.5 million tons of rare earth resources in the Beylikova region of Eskişehir province, which could position Turkey as the third-largest rare earth holder globally after China and Brazil if confirmed [1][4] - Turkey aims to become one of the top five rare earth producers in the world [1] Rare Earth Development - Turkey has applied for certification of this discovery from the Joint Ore Reserves Committee (JORC) in Australia, seeking foreign technical partners to facilitate project financing and eliminate doubts about the reserves [4] - The identified rare earth minerals include cerium oxide, lanthanum oxide, neodymium oxide, and praseodymium oxide, among others, with a grade of approximately 1.75%, indicating economic viability for mining [4][5] - The Turkish state-owned mining company Eti Maden plans to start the design phase for an industrial plant next year, aiming for production by 2027-2028, with an expected annual processing capacity of 570,000 tons of ore and a production of 10,000 tons of rare earth oxides [6] International Cooperation and Market Strategy - Turkey's energy policy includes promoting its mineral resources internationally to maximize economic returns, with discussions ongoing with companies from China, the US, Europe, Canada, and Australia for technical cooperation [5] - The Turkish government emphasizes that any foreign partnership must include terms for technology transfer and local production, aligning with its broader strategy in defense contracts [5] Industry Challenges - Experts highlight that while Turkey has mature mining technology, significant challenges remain in refining and processing rare earth elements, which are capital-intensive and require specialized knowledge [10] - The development of a complete rare earth supply chain in Turkey is still a long-term goal, with a need for strategic partnerships to overcome technological and economic barriers [10]