不妙！中国稀土护盾被lynas撕开一口，给了日本第一批非中国稀土

Core Insights - China currently controls 100% of the global heavy rare earth market, facilitating significant cooperation among the US, Europe, and Japan [3] - Japan plans to increase its procurement of rare earths from Australia's Lynas Corporation to 30%, indicating a reliance on this company for future electric vehicles and wind turbines [3] - Despite Lynas being the largest rare earth company outside of China, its production capacity only accounts for 5% of China's total rare earth production [5] Group 1 - The heavy rare earths are mined in Mount Weld, Australia, and processed in Malaysia before being exported to Japan, highlighting the supply chain dynamics [3] - Japan's emphasis on sourcing rare earths from Lynas reflects its strategic move to reduce dependence on Chinese supplies [3] - The reliance on Chinese technology and materials for 90% of rare earth patents and extraction processes poses a risk to Lynas's operations [3][5] Group 2 - China's ability to use low-price dumping and control over patents and extraction materials allows it to maintain a competitive edge in the rare earth market [5] - Recent smuggling incidents in China, reported by a US company, indicate the need for improved management and control of rare earth resources [8] - The relationship between Lynas and China, particularly in terms of equipment and material imports, underscores the complexities of the global rare earth supply chain [3][8]