Core Insights - China controls over 90% of global rare earth processing capacity, showcasing its dominance in the sector [1] - The U.S. aims to reduce dependence on China for rare earths but faces regulatory hurdles that slow progress [2] - Despite efforts to build a domestic supply chain, the U.S. remains reliant on China for processing rare earths, which are critical for various high-tech applications [3][4] Group 1: China's Dominance - China has established a significant advantage in the rare earth sector over decades, using export controls to assert its influence [2] - The country has transitioned from exporting raw materials to producing high-performance magnets and other functional materials, becoming the largest producer and supplier globally [4] Group 2: U.S. Challenges - The U.S. struggles with lengthy regulatory processes, such as environmental assessments that can take over two years, deterring investment [2] - Even with abundant mineral resources, the U.S. has seen an increase in import dependence due to slow domestic development [3] - The U.S. has made limited progress in reducing reliance on China, with significant time required to build a complete rare earth supply chain [3]
美国太官僚了,才让中国在稀土上成了老大
Sou Hu Cai Jing·2025-12-18 19:46