一个月内稀土问题必须有进展，普京下了死命令，并不是不信任中国

Core Viewpoint - Russia is prioritizing the development of its rare earth resources, with a deadline set for December 1, indicating a strategic shift in response to geopolitical pressures and the need for self-sufficiency in critical materials [1][6][20] Resource Perspective - Russia is rich in natural resources, including oil, gas, and various metals, but has historically underdeveloped its rare earth sector despite having significant reserves of over 28 million tons [3][19] - The previous approach focused on oil and gas, viewing rare earths as a low priority due to high investment costs and slow returns [3][5] Geopolitical Context - The ongoing Ukraine conflict and Western sanctions have heightened the importance of domestic resource development, making rare earths a strategic necessity rather than an option [5][6] - The U.S. has expressed intentions to eliminate its dependence on rare earths within two years, prompting Russia to take urgent action [6][19] Military and Industrial Implications - Rare earths are seen as critical for military production capabilities, especially in a prolonged conflict scenario [9][11] - Russia's industrial base, while solid, has been hampered by Western technology restrictions, making the development of its rare earth capabilities essential for reducing reliance on foreign technology [11][12] Strategic Learning from China - Russia aims to emulate China's successful rare earth strategy, which includes comprehensive resource management, support for large-scale enterprises, and control over the entire supply chain [14][16] - The goal is to transition from merely exporting raw materials to developing a complete industrial ecosystem around rare earths [16][18] Challenges Ahead - The development of the rare earth sector is a long-term endeavor requiring substantial investment, policy support, and technological expertise, with a timeline of five to ten years for significant progress [18][19] - Russia must transform its strategic plans into actionable steps to avoid repeating past failures in large-scale initiatives [18][20]