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继稀土之后,中美钨产量差距悬殊,法国人一脸的嫉妒
Sou Hu Cai Jing· 2025-08-16 08:00
Group 1 - China controls 84% of global tungsten production, while the US only accounts for 0.8%, highlighting a significant disparity in supply chain security for critical materials [1][3] - Tungsten is essential for advanced military systems and high-end semiconductor production, making its supply critical for the US and its allies [3][9] - The recent export control measures by China have led to a 120% surge in tungsten prices within 24 hours, causing immediate concerns in the global military and industrial sectors [5][19] Group 2 - The US has a dependency rate of over 35% on tungsten imports, with nearly 100% reliance on high-end tungsten products, indicating a vulnerability in its supply chain [9][23] - China's strategic shift from being a raw material supplier to controlling the entire tungsten industry chain has been a gradual process over the past 40 years, culminating in significant technological and regulatory advancements [11][18] - The establishment of an export control system for tungsten in 2025 reflects China's comprehensive approach to managing its resources and influencing global supply chains [18][29] Group 3 - The US response to China's export controls includes a $5 billion investment in a critical mineral strategic reserve project, but challenges remain in sourcing alternative tungsten supplies [19][21] - Japan and South Korea are actively seeking alternatives to tungsten, but current materials cannot fully replace tungsten's unique properties, leading to urgent discussions on supply chain resilience [25][27] - The global industrial landscape is shifting, with China emerging as a rule-maker rather than just a supplier, prompting Western nations to reconsider their supply chain strategies [33][39]