Core Insights - The global mining landscape is being quietly reshaped by China, causing anxiety in the U.S. regarding resource dependency [1][6] - China's recent export controls on rare earth elements signify a strategic move to redefine global supply chains and assert its dominance in the mining sector [1][6] Mining Market Control - China controls over 60% of the global rare earth market, with a staggering 92% control in key processing stages [3] - From 2020 to 2023, 70% of U.S. rare earth imports were sourced from China, highlighting the dependency of the U.S. on Chinese resources [3] Systematic and Digital Management - Chinese mining companies have developed a "platformization" capability, allowing them to efficiently manage operations through systematic and digital processes [3][7] - The integration of digital platforms like DingTalk enables standardized and real-time management across mining operations, enhancing efficiency and reducing costs [7] Collective Engineering Mindset - The surprise from international observers regarding Chinese mining operations stems from a lack of understanding of China's collective engineering mindset, which combines technological, industrial, and cultural advantages [4][6] - China's mining sector excels not just in resource extraction but in creating a replicable platform that integrates various operational aspects [4] Strategic Thinking and Global Influence - China's approach reflects a strategic shift where it is not merely waiting for permission to export but actively redefining the rules of engagement in global supply chains [6][9] - The domestic demand in China provides mining companies with unprecedented resources to expand overseas and optimize operations [6] Future Outlook - China's ambitions extend beyond domestic markets, with significant investments in resources like rare earths, copper, lithium, and cobalt, positioning itself as a key player in global resource supply [9] - The ability to control the entire mining chain—from resource extraction to processing—places China in a strong position against potential export restrictions from other countries [9]
钉钉助力,中国矿企如何把全球矿山玩转手中
Sou Hu Cai Jing·2025-10-30 08:40