稀土中西双供应链再添一把火，格陵兰岛宣称与日美欧共同开发稀土

Core Viewpoint - Greenland's Governor, Nielsen, actively invites collaboration from the US, Europe, and Japan for rare earth resource development while explicitly excluding Chinese companies, aiming to enhance Western independence from China and boost green economy and defense autonomy [1][10]. Group 1: Rare Earth Resource Development - Greenland possesses 24 of the 34 critical rare earth elements recognized by the EU, with the Tanbreez mine having reserves exceeding 45 million tons, a significant portion of which is heavy rare earths [13]. - The US company has received environmental approval to commence mining at the Tanbreez site, marking a crucial milestone for the company and Greenland's strategic positioning in the Arctic [5][13]. - Nielsen emphasizes the need for Japan's advanced rare earth refining and alloy manufacturing technology in the development of Greenland's rare earth resources [3][9]. Group 2: Exclusion of Chinese Companies - Nielsen has made it clear that Greenland will not consider cooperation with Chinese companies, stating that the island will only partner with nations that share democratic values and aim to reduce dependence on China [9][16]. - The absence of specific proposals from Chinese enterprises has been cited as a reason for this exclusion, reinforcing the perception of Chinese companies as a risk in the supply chain [9][16]. - The decision aligns with the broader Western strategy to construct an independent rare earth supply chain, reducing reliance on China's dominant position in the market [10][12]. Group 3: Strengthening Western Supply Chains - The current global rare earth supply chain is characterized by a clear division between China and the West, with China controlling 60% to 90% of global rare earth mining, refining, and processing [12]. - Nielsen's invitation for collaboration among the US, Europe, and Japan serves to inject new momentum into the Western rare earth supply chain, enhancing its competitiveness [10][12]. - The collaboration aims to create a "mine-to-magnet" supply chain that diversifies sources and fosters technological cooperation, thereby mitigating geopolitical risks associated with reliance on China [10][12][17].