The U.S. is struggling to reduce its dependence on China for rare earth minerals vital to technology and defense. The Trump administration has invested in mining firms, proposed a strategic reserve, and partnered with Australia to secure supplies. However, experts warn these efforts will take years to yield results, as China still mines 70% and processes 90% of the world’s rare earths. Beijing’s new licensing system further tightens its control, even over products with minimal Chinese content. Despite ongoing talks, analysts doubt China will ease restrictions, leaving the U.S. vulnerable to continued supply chain risks.
美国正努力减少对中国稀土矿的依赖,这些稀土矿对技术和国防至关重要。特朗普政府已投资矿业公司,提议建立战略储备,并与澳大利亚合作以确保供应。然而,专家警告称,这些努力将需要数年时间才能取得成果,因为中国仍开采着全球70%的稀土,并加工着全球90%的稀土。北京新的许可证制度进一步加强了其管控,甚至对中国成分极少的产品也如此。尽管谈判仍在进行,但分析人士怀疑中国是否会放松限制,这将使美国面临持续的供应链风险。
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