普京也要入稀土局？对内阁下了死命令，27天出成绩，稀土自立刻不容缓

Core Viewpoint - Putin's directive to develop a comprehensive roadmap for rare earth mining and processing by December 1 highlights a strategic shift in Russia's resource management, particularly in response to geopolitical pressures and the need for self-sufficiency in critical resources [1][3][5] Group 1: Current State of Rare Earth Resources - Russia has significant rare earth deposits, with over 28 million tons identified across 18 sites, yet the actual extraction is less than 2%, leading to a 90% reliance on imports for rare earth needs [1][3] - Historically, Russia has prioritized traditional energy sectors over rare earth development, but recent geopolitical events, particularly the Ukraine conflict, have prompted a reevaluation of this approach [3][5] Group 2: Strategic Implications - The shift in focus towards rare earth resources is driven by the need to reduce dependency on external powers, particularly China and the U.S., as competition in this sector intensifies [5][7] - Putin's strategy aims to establish a fully self-sufficient rare earth industry in Russia, encompassing exploration, extraction, processing, and application, which is seen as essential for national competitiveness [7][9] Group 3: Challenges Ahead - Building a complete rare earth supply chain will require substantial investment, technological advancements, and skilled labor, areas where Russia currently faces significant shortcomings [7][9] - The ongoing costs and resource depletion from the Ukraine conflict add further uncertainty to the successful implementation of this strategic shift [7][9] Group 4: Future Outlook - Despite the challenges, if Russia can effectively integrate its resources and develop the necessary technology and industry chain, it could secure a competitive position in the global rare earth market [9] - The potential for international cooperation in technology and market sharing remains a viable path for Russia to enhance its rare earth capabilities while reducing reliance on China and the U.S. [9]