动真格了？普京下令不惜一切代价，降低对中国的依赖，事情不简单

Core Insights - The Kremlin has issued a directive for a long-term development roadmap for rare metals and rare earth metals, highlighting a strategic shift to reduce dependence on China [1][3][22] Group 1: Strategic Context - Russia has significant rare earth resources, with over 28 million tons of proven reserves, but the actual development rate is below 2%, indicating systemic issues rather than a lack of resources [3][5] - The Russian rare earth industry is heavily reliant on imports for 75% of its needs, primarily from China, which poses a risk to its high-tech sectors [5][7] Group 2: Policy and Investment Goals - The Russian government aims to increase rare earth production from 2,600 tons to 50,000 tons annually, a nearly 20-fold increase, with an investment of approximately 630 million RMB (700 billion rubles) for developing a processing industry cluster in Siberia [7][9] - The focus is on establishing a complete supply chain from mining to high-end applications, including the production of rare earth magnets, with a target to build a magnet factory by 2028 [9][11] Group 3: International Dynamics - The global supply chain is being restructured, with China controlling about 70% of the rare earth supply, prompting the U.S. and EU to seek alternatives, which could marginalize Russia if it remains passive [7][14] - Russia is looking to collaborate with countries like China and South Korea for joint development, aiming to reduce dependency while leveraging foreign technology and capital [11][16] Group 4: Geopolitical Implications - The competition for rare earths is intensifying, with countries like the U.S. and EU actively pursuing strategies to diminish reliance on China, making rare earths a critical element in geopolitical strategy [14][16] - Russia's push for self-sufficiency in rare earths is seen as a response to the broader geopolitical landscape, where control over resources equates to national security and technological independence [18][20]