节点:下游(终端消费/应用)位置:下游情绪:利好参考度:4/10
美国总统特朗普首席贸易顾问纳瓦罗暗示,特朗普政府与中国的互动是以时间换稀土,美国工业突破将提升国内稀土产量,消除中国在该领域的市场主导地位。他认为中国的垄断地位只是时间问题。据国际能源署估算,中国拥有全球90%以上稀土及永磁体提炼产能,马来西亚以4%居次。为减少西方对中国关键矿产依赖,美国已与八个盟国达成协议,覆盖关键矿产、半导体等领域,强化供应ɓ..
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