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In the vast global resource landscape, rare earths, a precious resource known as the "vitamin of industry", has once again become the focus of the international stage. Recently, the Chinese government announced the introduction of the "Rare Earth Management Regulations" with great fanfare, which was like a heavy bomb, causing ripples in the hearts of Western countries. This move is not only a major adjustment in China's rare earth resource management, but also unexpectedly disintegrated the "Rare Earth Alliance" initiated by the United States, making a huge "rare earth plan" of 3,100 tons face bankruptcy. This is not only a major layout of China's rare earth strategy, but also a profound reshaping of the global rare earth pattern.

1. Who will be the master of the rare earth world?

When it comes to rare earths, we have to mention China, a rare earth giant that accounts for 36% of the world's rare earth reserves and 97% of its production. The United States, as the largest consumer of rare earths, has long had to face its deep dependence on China's rare earths. When Australia's Parabellum Resources discovered a huge amount of rare earth deposits in Mongolia and shouted "surpassing China", a battle over rare earth resources quietly kicked off.

2. Rare Earth Alliance, the Disillusionment of a Paper Tiger

The United States quickly took action and formed a "rare earth alliance" with Mongolia, South Korea, Australia and other countries in an attempt to break China's rare earth monopoly. However, this seemingly powerful alliance is actually fragile. Mongolia's large rare earth order, due to the lack of transportation channels and support from the entire industrial chain, ultimately became an empty talk. China's comprehensive control of rare earth resources has completely shattered the fantasy of the "rare earth alliance".