俄总理返程莫斯科后，普京向俄罗斯政府内阁下达一项命令，稀土绝不能受制于人！

Core Insights - The Russian government is accelerating the development of its rare earth mining and production industry, aiming to establish a long-term development roadmap by December 1 [1][3] - Rare earth metals are crucial for various industries, including electronics, electric vehicles, and military equipment, making them a strategic asset in global competition [1][3] - The geopolitical landscape, particularly the tensions between the US and Russia, has heightened the importance of rare earth resources, prompting Russia to seek self-sufficiency [3][5] Industry Implications - Russia's push to develop its rare earth industry reflects a strategic shift in response to external pressures, particularly from the US, which seeks to undermine Russia's economic foundation [3][5] - Establishing a domestic rare earth supply chain could reduce Russia's dependence on China and enhance its position in international markets [3][5] - The competition for rare earth resources is intensifying globally, with the US and its allies actively developing their own supply chains to counter China's dominance [5][7] Challenges Ahead - The development of Russia's rare earth industry faces significant challenges, including the need for substantial financial investment and skilled labor [5] - There are concerns about the sustainability of execution and the potential for technological blockades and sanctions from Western countries [5] - The increasing global demand for rare earths adds pressure on Russia to establish a foothold in a competitive market [5][7] Strategic Outlook - Putin's directive indicates a strong international strategic intent, as the outcome of Russia's rare earth development will significantly impact its national power and international standing [7] - The ongoing competition for rare earths is expected to involve more countries, potentially reshaping global economic rules [7]