Core Viewpoint - The U.S. is shifting from reliance on international trade for rare earth elements to a more self-sufficient model, driven by national security concerns and the need to secure its defense supply chain [3][6][10] Group 1: Importance of Rare Earth Elements - Rare earth elements play a critical role in modern industrial systems, particularly in defense technology, being essential for advanced military equipment such as radar and engines [1] - The U.S. has historically depended on foreign sources for rare earth supplies, a situation exacerbated by the uneven global distribution of these resources [3] Group 2: U.S. Defense Department's Strategy - The Pentagon has begun direct involvement in rare earth refining, utilizing military facilities to secure critical minerals [3][7] - A significant strategic shift occurred with the Trump administration's executive order allowing the construction of rare earth refineries on federal and military lands [6] - The Pentagon's demand for rare earth magnets is projected to require 3,000 to 4,000 tons annually, potentially exceeding 10,000 tons by 2030 [6] Group 3: Partnerships and Investments - The U.S. Department of Defense has formed a deep partnership with MP Materials, the only operating rare earth mining company in the U.S., investing $400 million to become the largest shareholder [6][10] - MP Materials plans to build a magnet factory in the U.S. with a capacity of 10,000 tons, aiming to meet the entire defense sector's needs [6] Group 4: Environmental and Operational Challenges - The Pentagon's "self-sufficient" strategy has raised environmental concerns, with 141 sites under regulatory scrutiny for potential soil and water pollution [8] - Despite investments in pollution control and third-party audits, criticism persists regarding the environmental impact of the refining process [8] Group 5: Efficiency Improvements - The Pentagon has invested $540 million to enhance refining processes, achieving a 30% reduction in energy consumption and a 20% increase in refining efficiency [10] - The introduction of AI and satellite exploration aims to improve resource prediction accuracy, with over 90% recovery rates from recycled materials [10] Group 6: Future Outlook - The U.S. is expected to continue developing its rare earth supply chain, balancing self-sufficiency with external pressures until a fully established system is in place by 2027 [10]

自中国对稀土资源实施了严厉的管控措施之后，这一策略犹如精准的点穴术，直接攻入某些发达国家产业链的核心地带。稀土元素，这些被誉为"工业黄 金"和"新材料之母"的珍贵金属，已成为现代科技和国防工业不可或缺的血液。一枚先进制导导弹的精准瞄准、一架隐形战斗机的骨架设计、以及一台尖端 医疗设备的核心技术，均需依赖于稀土所赋予的卓越性能。然而，当美国等西方国家在高科技领域面临"断供"的痛苦时，广大的"一带一路"沿线发展中国家 却显得心态平静。这一显著的反差反映出中国的反制措施日渐精准，对国际局势的理解愈加深入。 -#秋眼国家安全部 TTC canz 4 19 1 NA WA 尽管如此，外部势力对稀土资源的觊觎早已超出简单的市场竞争，演变为一种系统性的渗透与破坏。当传统手段失效时，各种阴暗的伎俩便开始浮出水面。 国安部披露的一些案例令人触目惊心：这些行为不再只是出于商业盈利的动机，而是发展成了组织严密、预谋已久的国家行动，背后的黑手常常与境外情报 机构紧密相连。这些手段极其隐秘，一旦成功，将导致国家战略资源如同血液般悄然流失。 面对这一场没有烟火，却直接影响国运的保卫战，国家安全机关在总体国家安全观的指导下，迅速开展行动。 ...

部分国家千方百计从我国窃取稀土，国安部披露：境外间谍企图勾连策反境内不法分子，将稀土粉末灌 入塑料模特、矿泉水瓶等偷运出境 来源：国家安全部 国家安全部18日发文《 划重点！它可不是一般的土 》，全文如下： ...