Breaking the dilemma of rare earth control, Wall Street showdown The abandonment of rare earth mines

Mondo Finance Updated on 2024-01-30

Rare earthsIt is a group of elements of great strategic value that are widely used in high-tech fields, including electronicsNew energyMilitaryequipment, etc. China is the world's largestRare earthsProducing countries, in controlRare earthsChainhas put a lot of pressure on other countries. However, Western countries have been trying to get rid of ChinaRare earthsto alleviate itRare earthsUncertainty. Wall Street**A shocking fact was revealed: it costs as little as $2 online to buy fromMade in Chinaof 30 strongMagnetsSlice. This low ** puts other countries at a competitive disadvantage, and this is alsoWall Street**Think of undermining ChinaRare earthsOne of the reasons why control is basically unpromising.

However,Wall Street**The point of view is just the tip of the iceberg. In fact, China has more than just masteredRare earthsand more importantly, with strong processing capabilities. This is also a hurdle that other countries cannot overcome. That's itRare earthsMagnetsChina, for example, is currently the only country that has the ability to produce on a large scale from start to finish. Moreover, China is also far ahead of other countries in terms of processing and refining technology. Even if other countries have the ability to carry out large-scale processing and production, the long-accumulated gap makes them impossible to compare with China. This directly leads to a huge gap in cost, and the low $2** is just one example. Wall Street**It is true that this kind of ** is almost unimaginable and unattainable for other countries.

However, relying solely on "cabbage prices" may not fully awaken the awakening of other countries. For a long time, China'sRare earths** has a competitive advantage, on which many countries rely very much. However, in some areas, especially by virtue of the United StatesSemiconductorsThe first-mover advantage of technology, continuous production and processing of high-end technology products, such as chips and equipment, and to achieve a monopoly. The value of these technological products continues. They have tasted the sweetness, and in this context, we cannot expect them to awaken to this foundationRare earthsThe right to speak is actually in our hands.

At the same time, China has made breakthroughs in quantum chips, 5G and other fields, causing concern in other countries and has begun to protect their long-established comfort zone with technological blockades. Needless to say, they are not grateful for the so-called "cabbage price" and are not soberly aware of itRare earthsControl remains in Chinese hands. Therefore, they began to implement restrictions in the field of technology. However, this situation will eventually come to an end, because there is no reason for the most basic party to passively accept the mercy of others. This has been amply illustrated by past experience, such as previous export controls on gallium and germanium, graphite, etc.

Rare earthsThe processing capacity is in ChinaRare earthsChainhas an important support for the right to speak. Compared to the rest of the world, China has a unique advantage: it can be fromRare earthsOreextracts high purityRare earthselements, and carry out large-scale processing. This processing capacity is thanks to the fact that China has been doing so for many yearsRare earthsThe investment and accumulation of the industry.

InRare earthsSeparation technology is a crucial part of the process. Different typesRare earthsThe elements are often mixed together and must be effectively separated to achieve purityRare earths。However, there is no single company in the United States that is capable of doing soRare earthsThe ability to separate. This means that even if other countries are able to mineRare earthsmineral sands, but still need to rely on Chinese companies in the separation process. This dependence makes it difficult for other countries to get rid of China's presenceRare earths** on the controls.

In addition to separation technology,Rare earthsEach link in the processing process is also an important factor in determining the processing capacity. China inRare earthsGrinding, leaching, extraction, crystal growth and other key links have accumulated rich experience and technology, forming a completeRare earthsProcessingIndustrial chain。This allows China to efficiently place theRare earthsOreTranslates into fineRare earthsproducts to meet market demand. On the contrary, it is difficult for other countries to achieve this if they lack technical support in these areasRare earthsEfficient processing and industrialization.

Therefore,Rare earthsControl and processing capabilities go hand in hand. Only masteredRare earthsThe processing capacity can be truly realizedRare earthsChainand thus on a global scaleRare earthsDominate the market.

China inRare earthsChainThe dominance is sustainable in the long run, but there are also some potential challenges and breaking points.

First of all, with the global pairClean energywithNew energyThe demand for technology is constantly growingRare earthsThe relationship between supply and demand will be further intensified. ChinaRare earthsIncreases in production and improvements in technology can alleviate the pairRare earthsdemand, but other countries are also actively pursuingRare earthsor independently developed new technologies to reduce the pairRare earthsdependence. This will give ChinaRare earthsThe industry brings certain challenges, and it is necessary to continuously improve technical capabilities and innovation capabilities to cope with market changes.

Secondly,Rare earthsthe environmental impact of the industry andSustainabilityThe issue also needs to be taken seriously. Rare earthsThe problems of waste water and waste residue generated in the mining and processing process have caused a certain pressure on the environment. China** has been aware of this problem and has taken a series of measures to strengthen environmental regulation and governanceRare earthsindustrySustainabilityLevel. However, the problem still needs to be globalRare earthsThe industry works together to solve the problem.

Finally,Rare earthsThe global competition in the industry is also becoming increasingly fierce. Other countries are inRare earthsGradually increase investment in the exploration and development of mineral resources, in an effort to alleviate China's needsRare earthsdependence. At the same time, they are also strengtheningRare earthsprocessing and R&D capabilities to improve their competitiveness. ChinaRare earthsBusinesses must keep innovating and technological advancements to stay globalRare earthsCompetitive advantage in the market.

To sum up, China is inRare earthsPositive breakthroughs and advances in control and processing capacity have made it difficult for other countries to get rid of ChinaRare earthsdependence. However, on a global scaleRare earthsIn the market, whether it is China or other countries, they need to face breakthroughs and challenges to achieve thisRare earthsChainofSustainability

fromRare earthsChainChina does have a strong advantage in terms of processing capacity. This is for many years in ChinaRare earthsThe result of continuous investment and development of the industry is for ChinaRare earthsDominance in the market provides a strong guarantee. However,Rare earthsChainThe gradual breakthrough and adjustment is a complex process, and the following points still need to be noted:

First of all, it is necessary to maintain innovation and technological progress. With new technologies andNew materialsThe constant emergingRare earthsThe fields of application are constantly expanding and changing, so we need to continue to innovate and improve our technology and processing capabilities. Only in this way can it be on a global scaleRare earthsMaintain a competitive edge in the market.

Secondly, it is necessary to strengthenEnvironmental protectionwithSustainabilityRare earthsThe development of the industry will inevitably bring environmental problems, and we must be aware of this problem and take measures to strengthen environmental governance and regulation. Only if it is carried out in a sustainable wayRare earthsbusiness in order to maintainRare earthsThe long-term development of the industry.

At the same time, it is necessary to strengthen international cooperation andResource integrationRare earthsResources are distributed across the globe, and there are different advantages in technology and markets between countries. Therefore, we need to strengthen cooperation with other countries and make full use of the resources of all parties to achieve mutual benefit and win-win results.

Finally, it is necessary to maintain a stable policy environment and market order. Rare earthsThe industry is a strategic industry that needs long-term support and guidance. At the same time,Rare earthsThe market also needs a level playing field and a regulated market order to ensure that all parties can compete fairly in the market.

To sum up, China is inRare earthsChainWe do have the right to speak, but this requires us to insist on investment and development for a long time. At the same time, we must also keep a clear head and pay attention to solving existing problems and challenges in order to achieve thisRare earthsChainof sustainable development.

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