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普京下死命令!米舒斯京访华后推进稀土自主,要自主又离不开中国
Sou Hu Cai Jing·2025-11-07 15:45

Core Insights - Russia is accelerating the development of its domestic rare earth industry to reduce dependence on external sources, following a directive from President Putin [1][3] - A detailed development plan for the rare earth sector is expected by December 1, with Prime Minister Mishustin appointed as the project leader [3] - The Russian government aims to stabilize its military-industrial complex as the primary goal of developing the rare earth industry, with future considerations for sectors like semiconductors and electric vehicles [5] Industry Developments - The Russian Defense Minister has announced plans for a high-tech industrial park in Siberia, with an investment of 700 billion rubles focused on rare earth and rare metal industries [3] - Russia's known rare earth reserves are substantial, estimated at 28.5 million tons, along with over 650 million tons of other critical rare metals [5] - Despite having significant resources, Russia currently faces challenges in resource extraction, with only about 50 tons mined annually, leading to heavy reliance on imports [6] Challenges and Strategic Partnerships - The establishment of a complete rare earth supply chain requires new mining and processing facilities, which are hindered by harsh environmental conditions and the ongoing Ukraine conflict [9] - The Russian government acknowledges a technological gap in rare earth extraction and processing, making collaboration with China a viable option for acquiring necessary technology [9][11] - The success of Russia's rare earth ambitions will depend on its ability to create attractive conditions for investment and effectively integrate its resource advantages with Chinese capital and technology [11]