想脱钩?砸钱再多也没用,稀土加工被中国卡死,十年都追不上!
Sou Hu Cai Jing·2026-02-27 04:15

Group 1 - The U.S. aims to reduce dependence on Chinese rare earths by establishing a supply chain alliance and a strategic reserve plan totaling $12 billion [1][3] - The supply chain alliance seeks to create a unified pricing mechanism for critical minerals, directly targeting China's dominance in the sector [3][4] - The strategic reserve plan, known as the "Treasury Plan," involves significant investments to procure rare earths from countries like Canada, Australia, and Pakistan [6] Group 2 - The effectiveness of the supply chain alliance is questioned due to potential Chinese countermeasures, such as restricting exports or undercutting prices [4][6] - The U.S. imports approximately 10,000 tons of rare earth magnets annually from China, with European imports exceeding 25,000 tons, indicating a growing reliance on Chinese processing capabilities [6] - Despite efforts to increase mineral development and reserves, the U.S. and its allies may struggle to reduce dependence on China due to its established dominance in refining and processing [6][8] Group 3 - The initiatives may serve short-term political purposes, aimed at strengthening the U.S. negotiating position against China, rather than achieving long-term independence from Chinese technology [8]

想脱钩?砸钱再多也没用,稀土加工被中国卡死,十年都追不上! - Reportify