澳大利亚稀土巨头又制造焦虑：真以为手一合，眼一闭，就能买中国便宜稀土了？

Core Viewpoint - Lynas Rare Earths Ltd. CEO Amanda Lacaze emphasized the necessity for global rare earth buyers to accept premium prices to secure stable supply outside of China, highlighting a significant reliance on Chinese sources for cheaper rare earths [1] Group 1: Company Insights - Lynas is positioned as a leading alternative supplier of critical minerals, aiming to reduce China's dominance in the global rare earth market [1] - The company has received support from Japanese firms, particularly Sojitz Corporation, which has begun importing heavy rare earths from Lynas, marking a significant step in establishing alternative supply chains [1][2] - Lacaze pointed out that government support is crucial for setting economically viable prices for producers, indicating a need for regulatory frameworks to ensure profitability in the industry [2] Group 2: Industry Context - China currently controls approximately 70% of global rare earth mining, 90% of separation and processing, and 93% of magnet manufacturing, underscoring its dominant position in the market [4] - Recent Chinese regulations have imposed export controls on rare earth items containing Chinese components, which will affect foreign companies exporting these materials starting December 1 [5] - The new regulations also restrict military-related exports and require case-by-case approval for AI technologies with potential military applications, reflecting China's focus on national security and international obligations [5]