Core Viewpoint - The recent presidential decree by Putin emphasizes the urgency for Russia to develop a long-term strategy for rare earth and rare metals, indicating a shift towards self-reliance in these critical resources amid geopolitical tensions [1]. Group 1: Strategic Context - The timing of the decree follows a recent meeting between the U.S. and China, suggesting a strategic pivot by Russia to reduce dependency on external sources, particularly China, for rare earth materials [1][5]. - The ongoing conflict in Ukraine has highlighted the need for Russia to minimize reliance on foreign resources, as Western sanctions are expected to persist [5]. Group 2: Current State of Rare Earth Resources - Russia possesses the second-largest proven reserves of rare earth minerals globally, primarily located in Siberia and the Arctic, but faces significant challenges in extraction and processing due to harsh environmental conditions and a lack of modern infrastructure [3]. - Over 90% of Russia's rare earth products are imported, with 70% sourced from China, indicating a critical dependency that has persisted for two decades [3]. Group 3: Global Competition and Future Implications - The global landscape for rare earths is shifting, with the U.S. and Europe investing heavily to establish independent supply chains, potentially leading to a bifurcated global market with China and the U.S. as dominant players [6]. - If Russia fails to develop its rare earth capabilities, it risks becoming a mere energy supplier with diminished influence in high-tech sectors, which are increasingly reliant on rare earth elements [6][8]. Group 4: Future Plans and Domestic Implications - Putin's decree signals a dual strategy: continuing deep cooperation with China while simultaneously building a domestic rare earth industry to secure Russia's position in future technological competitions [9]. - The establishment of a self-sufficient rare earth industry in Russia is projected to take at least ten years, indicating a long-term commitment to this strategic initiative [10].
普京发布总统令,他不是不信中国,而是顾虑:俄罗斯还没到参与时候
Sou Hu Cai Jing·2025-11-13 18:27