2014/2015至2017/2018产季，美国一直是中国高粱的最大供应国。美国对华挑起第一轮贸易摩擦 后，加上禽流感出现，导致美国高粱对华出口大幅下滑。中方开启采购来源的多元化布局，阿根廷和澳 大利亚高粱的市场份额开始提升。中国未来数年有望持续大量采购高粱，这为阿根廷带来新的机遇。 对部分阿根廷农户而言，高粱销售过去存在诸多不确定性，但如今局面已改变。高粱不再仅是饲料 原料，还被纳入多国饮食体系。中国国民白酒的酿造就是以高粱为核心原料。如今，阿根廷高粱成为全 球最大买家中国的刚需品。 全球高粱生产高度集中在10个国家，美国位居全球高粱产量榜首，阿根廷位列第九。在需求方面， 主要进口国是中国、墨西哥、欧盟和日本。中国已成为全球最大的高粱进口国。中国的高粱进口主要依 赖阿根廷、美国和澳大利亚。 阿根廷《国家报》2月2日文章，原题：中国白酒需求使中国成为阿根廷高粱出口最大的买家 【中国白酒网】近期的一份报告显示，截至去年11月中旬，阿根廷的高粱价格一度跌至22万比索/ 吨（约合1056元人民币/吨），此后开始持续上涨。高粱价格的回升，核心原因是中国的大量采购。上 一产季，阿根廷对华高粱出口量达140万吨，超过美国 ...

Core Viewpoint - Japan is conducting deep-sea drilling tests in the Minami-Tori-shima area to explore seabed mud containing rare earth elements, aiming to reduce reliance on Chinese imports amid rising geopolitical tensions [3]. Group 1: Project Overview - The Japanese deep-sea drilling vessel "Chikyū" departed from Shimizu Port in Shizuoka on January 12, heading towards the Minami-Tori-shima area, approximately 2000 kilometers from Tokyo [3]. - The vessel is expected to take about one week to reach the drilling site, followed by approximately 20 days of deep-sea mud sampling experiments [3]. - The project aims to extract mud samples from a seabed depth of around 6000 meters to assess the feasibility of actual mining [3]. Group 2: Rare Earth Dependency and Strategic Shift - Japan currently relies on China for over 70% of its rare earth imports, highlighting a significant dependency [3]. - In response to recent geopolitical tensions, particularly after China announced a ban on exports of dual-use items to Japan, there is an increased focus within Japan on developing its own rare earth capabilities [3]. - The project leader, Masakazu Ishii, indicated that diversifying rare earth procurement sources and reducing over-reliance on specific countries is a priority, with domestic production being a key strategy [3]. - If the experiments are successful, Japan aims to initiate commercial mining by February 2027 [3].