在格陵兰岛南部，关键金属公司计划开发的坦布里兹采矿项目现场，一台钻机准备对稀土矿体进行勘探测试。图片来 源：Courtesy of Critical Metals 塞奇表示："我们正全员投入，全力以赴，全速推进我们的工作，暂时把政治因素放在一边。" 美国总统唐纳德·特朗普不断放出强硬言论，声称要夺取格陵兰岛并重新开启对欧贸易战，此举不仅 在全球范围内制造焦虑，也让总部位于纽约的关键金属公司（Critical Metals）及其位于格陵兰岛南 端附近的大型稀土采矿项目受到关注。 关键金属公司正在开发坦布里兹（Tanbreez）稀土项目。自今年年初以来，该公司股价已暴涨近 150%，过去六个月累计涨幅更是超过280%。目前该公司市值已超过20亿美元。 关键金属公司首席执行官托尼·塞奇表示，在当前的混乱局势中，公司正努力在不选边站队的前提 下，维持与特朗普政府、欧盟以及格陵兰当地政府的良好关系。在他看来，最理想的结果是：格陵 兰岛能够从丹麦独立，同时加强与美国的商业和军事联系，但不被特朗普吞并。 塞奇在1月20日接受《财富》杂志采访时表示："眼下铺天盖地的媒体报道，显然分散了我们的精 力。" 塞奇表示："从某种角度 ...

Group 1 - The core issue revolves around the U.S. dependence on China for rare earth magnets, with Trump threatening a 200% tariff if China does not supply sufficient quantities [1] - The U.S. has abundant rare earth resources but lacks the capability for large-scale refining and purification, with China controlling approximately 90% of global refining capacity [1][6] - The high technical barriers in rare earth refining make it difficult for other countries to compete, as even a 0.1% purity difference can significantly impact high-end equipment [1][6] Group 2 - Some U.S. companies are actively reporting smuggling of rare earths to protect their profit margins, indicating a complex relationship between legality and profitability in the industry [3] - The historical reliance on gray market activities has led to severe consequences for those involved, highlighting the strategic importance of rare earths as both economic and national resources [4][6] - The U.S. struggles to develop its rare earth refining industry due to environmental concerns and the complexity of modern metallurgy, which could take over a decade to establish [6] Group 3 - The production of gallium, while not a rare earth element, follows a similar narrative, with China producing 500 to 600 tons annually, supported by significant energy resources [7] - Globally, rare earths are not scarce, but the lack of a developed refining industry in other countries is due to technological and industrial system deficiencies [7][9] - The value of rare earths lies not just in their market price but in their strategic significance for sectors like chips, military, and renewable energy [9][11] Group 4 - Historical instances show that rare earths have been used as economic leverage in geopolitical conflicts, with China previously using them against Japan and the U.S. [11][13] - For China, the strategic value of rare earths is paramount, as they can leverage this resource to gain advantages in negotiations and maintain a strong position against U.S. pressures [13]