国际稀土秩序
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中美“斗法”把俄罗斯打醒,绍伊古:稀土产业必须独立自主
Sou Hu Cai Jing· 2025-10-26 03:24
Core Viewpoint - Russia urgently needs to establish a completely independent "autonomous rare earth metal industry chain" separate from China and the United States, driven by the impacts of the US-China trade war on rare earth elements [1][3]. Group 1: Importance of Rare Earth Elements - Rare earth elements have transcended ordinary mineral resources, becoming strategic resources essential for high-tech industries and military applications [3]. - The US has long relied on China for rare earth supplies, and the loss of this supply has highlighted vulnerabilities in US military capabilities, prompting Russia to recognize the importance of an independent supply chain [3][5]. Group 2: Russia's Strategic Moves - Russia plans to invest 700 billion rubles (approximately 61.8 billion yuan) to develop a complete domestic industry chain for rare earths, from mining to purification, particularly in Siberia [5]. - This initiative reflects Russia's ambition to achieve independence in the rare earth sector, which has been a focus since early 2023 during heightened tensions in the US-China rare earth conflict [5]. Group 3: Challenges in Implementation - Despite ambitions, Russia faces significant challenges in rare earth purification technology, which is the core competitive advantage in the industry [7]. - The lack of advanced technology and equipment means that achieving self-sufficiency in the rare earth sector will be a long and difficult process for Russia [7]. Group 4: China's Position and Strategy - China currently holds a dominant position in the global rare earth market, being the largest producer and leading in purification technology [9]. - China should leverage its current advantages to establish international rules governing rare earth resource extraction, processing, and trade, thereby maintaining its influence in the sector [9][11]. Group 5: Geopolitical Implications - Establishing an international order for rare earths can help safeguard China's national interests, ensuring stable supply chains that are crucial for global economic and military security [11]. - By formulating reasonable international regulations, China can prevent over-exploitation of resources and mitigate political manipulation related to rare earth issues [11].