普京盯上稀土，想摆脱中国又怕美国，结果卡在中间

Core Insights - Russia aims to establish a complete rare earth industry chain by 2030, a decision driven by the need to reduce reliance on Western supplies following the Ukraine conflict [1] - Despite having significant rare earth reserves, Russia faces challenges in extraction and processing due to harsh climate, inadequate infrastructure, and lack of refining technology [3][10] - Russia's strategy includes using rare earth resources as leverage in negotiations with the U.S., but efforts to collaborate have been rebuffed by the Biden administration [5][6] Group 1 - Russia's rare earth reserves rank among the highest globally, particularly in heavy rare earths critical for military applications [3] - The majority of Russia's rare earth exports are in raw mineral form, indicating a lack of processing capabilities [3] - The country struggles with high extraction costs due to environmental and infrastructural challenges [3][10] Group 2 - Russia's reluctance to collaborate with China, despite China's technological and financial advantages, hampers its rare earth industry development [8] - The country expresses a desire for self-sufficiency in rare earth supply but lacks the necessary technological and financial resources to achieve this [10] - The future of Russia's rare earth ambitions hinges on either cooperation with China, a shift in U.S. policy, or significant domestic investment and effort [12]