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看来,中国的稀土牌打得好!普京也下死命令:一个月内必须入局
Sou Hu Cai Jing·2025-11-07 07:32

Core Viewpoint - The Russian government, under President Putin's directive, is prioritizing the development of a long-term roadmap for rare earth mining and production to achieve self-sufficiency and reduce dependence on the US and China [1][3]. Group 1: Strategic Objectives - The core goal of the plan is to establish a fully autonomous rare earth industry chain, reflecting Russia's increasing anxiety over strategic resource independence [1][3]. - Putin has emphasized that rare earths are a priority for enhancing economic competitiveness, indicating a heightened awareness of resource sovereignty [3][4]. - The plan aims to create a complete industry chain from mining to high-tech product manufacturing, showcasing Russia's ambition to reduce reliance on resource exports [6][11]. Group 2: Challenges and Risks - Russia faces significant challenges in developing an independent rare earth industry, including a technological gap, as China leads in rare earth extraction technology [8][10]. - Financial constraints are severe, with Western sanctions limiting funding options and high development costs for mining in Siberia and the Far East [10]. - The time window for establishing production capacity is narrowing, with global competition intensifying, potentially leading to a situation where Russia has resources but lacks market access [10][11]. Group 3: Potential Opportunities - If successful, the initiative could provide Russia with economic resilience against Western sanctions, leverage in negotiations with the US and Europe, and stimulate economic development in the Far East [11]. - There is a possibility for limited cooperation with China, despite the emphasis on self-sufficiency, indicating a nuanced approach to international collaboration [10].