而且最重要的是，咱们的钍资源，相当于"白送"，成本相当低。我们不需要专门去挖掘钍矿，在提炼稀土的过程中，就会分离出钍，这不是顺便的事情吗？ 而且其他国家如果要精炼稀土，运输到中国进行分离，咱也能掌握钍的动向，主动权始终掌握在我们自己的手里。 经过了前几个月的关税博弈，相信大家都知道了，中国手里有一张王牌，那就是稀土牌！在我国加强稀土的出口管制后，不仅欧洲，就连美国也开始慌张起 来，特朗普对待咱中国的态度似乎也变得柔和起来。 虽然美国无法从中国大批量采购稀土后，曾试着加速建立自己的稀土工厂，但这件事情急不得，就算工厂建立速度加快了，生产线建立起来了，没技术不也 白瞎吗？更何况以美国人的办公效率，没个三五年根本成不了事！ 稀土作为一种矿产资源，在全世界各地都是有分布的，只不过，中国的储量算是比较多的，大约38%的稀土资源，都在中国。尽管美国也有稀土矿，但咱们 手里的"稀土牌"指的可不单单是稀土的储备量，而是稀土精炼技术。简单理解就是，就算其他国家开采了稀土资源，90%以上都得运输到中国，经过中国的 稀土精炼技术加工，最终再运回海外，这一来一回，中国处于什么地位？不言而喻了吧。 钍，其实是在开采稀土时，被剩下来的" ...

Group 1 - Indonesia is seeking to collaborate with the United States on key mineral projects, potentially undermining its relationship with China after receiving significant investment and technology from Chinese companies [1][6] - China has invested $5.9 billion in Indonesia to establish Southeast Asia's largest new energy battery production base, which includes technology transfer from nickel mining to battery manufacturing [1][2] - Indonesia's decision to engage with the U.S. is driven by the threat of a 32% tariff on its major exports, which could severely impact its economy, as the U.S. accounts for nearly 20% of Indonesia's foreign trade [1][2] Group 2 - The collaboration with the U.S. may not yield significant benefits for America, as over 90% of rare earth refining capacity is in China, and U.S. refining purity is inferior [2][3] - Indonesia's move to offer mineral development rights to the U.S. could backfire, as it still relies on Chinese technology for processing nickel and rare earths, which could take 6 to 8 years for the U.S. to establish production lines in Indonesia [2][3] - China's response includes imposing over 20% anti-dumping duties on Indonesian stainless steel products, indicating a strategic leverage over Indonesia's economy [2]

Core Insights - The recent US-China trade negotiations in London highlighted unexpected dynamics, with the US showing increased urgency to resolve trade issues, contrary to initial expectations that China would be more pressured [1][3] - The trade landscape has shifted, with China leveraging its control over rare earth exports as a counter to US technology restrictions, indicating a significant change in the power balance [3][5] - The US has struggled to form a coalition against China regarding tariffs, with limited support from other major trading partners, reflecting a broader discontent with protectionist policies [7] Group 1: Trade Negotiations - The first meeting of the US-China trade negotiation mechanism took place in London, focusing on deeper issues such as US export controls on AI and chips [1] - The US delegation included high-ranking officials, indicating the importance placed on these discussions [1] Group 2: Rare Earths and Technology - China holds over 90% of the rare earth refining industry, despite having about one-third of global reserves, giving it a strategic advantage in high-tech sectors [5] - Following the announcement of US tariffs, China implemented export controls on certain rare earths, directly impacting US military production capabilities [5] Group 3: International Trade Dynamics - The US has not successfully built a coalition against China for tariff actions, with only the UK showing alignment, which underscores the challenges of unilateral trade policies [7] - China's response to US tariffs has been framed as a defense of fair international trade practices, gaining some international support [7]

Core Insights - The Trump administration is drafting an executive order to authorize U.S. companies to mine polymetallic nodules in the Clarion-Clipperton Zone of the Pacific, which are rich in nickel, cobalt, manganese, and rare earth elements, to bolster U.S. strategic reserves against potential conflicts with China [1] - The focus on rare earth exports has intensified following the suspension of tariffs between the U.S. and China, with the U.S. aiming to secure its access to rare earths while China views its dominance in this sector as a strategic advantage [1][3] - The U.S. military's heavy reliance on rare earth materials has raised concerns, as the majority of rare earth processing capabilities are concentrated in China, with over 80% of U.S. rare earth imports sourced from there [3][7] Industry Dynamics - Following China's announcement of export controls on seven categories of heavy rare earths, prices for rare earth metals have surged, with dysprosium prices doubling to $850 per kilogram and terbium prices increasing over 210% to $3,000 per kilogram [3] - The Chinese government has initiated measures to combat smuggling of strategic minerals, reminiscent of policies from 2010-2011 that led to a spike in global rare earth prices [5] - The U.S. faces challenges not only in mining but also in refining rare earths, as it has historically relied on China for processing, which complicates the supply chain for critical military applications [7]