节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
麦格理分析师警告称，中国对稀土实施的出口管制措施，可能会使美国中国生产总值每年减少超过10亿美元。他们研究了钐、镥、铽、镝和镓这五种关键矿物。这些矿物在美国政府更新的关键矿物清单上，该清单目前包含60种矿物，其中还包括铜和银。尽管美国从中国的直接进口有限，但在国防和先进技术行业，美国对中国稀土仍高度依赖。
2024年，美国中国初级矿山产值为175亿美元，而进口额达到650亿美元。加拿大、智...战略上的脆弱性。
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But will Australia really be a reliable substitute for the US to reduce its dependence on Chinese rare earths? Considering the complex geopolitical situation and potential supply risks, can the $500 – billion investment in the Australian mining industry really achieve the goal of strengthening the W…