稀土產業趨勢:中國對美國及2025年的全球展望

概述

稀土製成的關鍵零件和材料幾乎無所不在：消費性電子、通訊、汽車、工業自動化、機器人、再生能源、核能、醫療保健、軍事、航空航太和航空領域。它們的重要性毋庸置疑。

樣品

本報告對稀土供應鏈的上游、中游和下游環節進行了全面分析。報告也探討了中國在該行業的主導地位，並探討了美國及其盟友的應對措施。

重點

• 稀土在電子、能源和國防等多個領域發揮關鍵作用。
• 本報告考察了整個價值鏈：上游、中游和下游。
• 我們也分析了中國在該產業的主導地位。
• 我們探討了美國及其盟友的因應措施。

目錄

第一章：稀土用途廣泛，與石油同等重要

第二章：中國稀土產量和儲量居世界首位，是稀土主要供應國

第三章：中國在稀土上中游供應鏈中擁有顯著優勢

第四章：中國稀土出口限制將產生深遠影響，美國需3-5年時間彌補供應鏈缺口

第5章 TRI的觀點

Overview

Key components and materials made from rare earth elements are virtually ubiquitous-found across consumer electronics, telecommunications, automotive, industrial automation, robotics, renewable energy, nuclear power, healthcare, military, aerospace, and aviation sectors. Their importance is beyond question.

SAMPLE VIEW

This report provides a comprehensive analysis of the upstream, midstream, and downstream segments of the rare earth supply chain. It also examines China's dominant role within this industry and explores how the US and its allies are strategizing to respond.

Key Highlights:

• Rare earth elements are critical in diverse sectors, including electronics, energy, and defense.
• The report examines the entire value chain: upstream, midstream, and downstream.
• China's dominance in the industry is discussed.
• Strategies from the US and allies in response are explored.

Table of Contents

1. Rare Earth Elements Are Widely Used and No Less Critical Than Oil

• Figure 1: Rare Earth Elements Include Scandium, Yttrium, and the Lanthanide Series
• Table 1: Rare Earth Element-Based Components, Materials, and Their End Applications

2. China Leads the Way in Rare Earth Production and Reserves, and Is the Primary Supplier of Heavy Rare Earth Elements

• Table 2: Rare Earth Deposit Types and Production Sites
• Figure 2: Share of Global Rare Earth Production by Country/Region in 2024
• Table 3: 2024 Rare Earth Production by Country/Region
• Figure 3: Share of Global Rare Earth Reserves by Country/Region in 2024
• Table 4: Rare Earth Reserves by Country/Region

3. China Holds Significant Advantages in the Upstream and Midstream Rare Earth Supply Chain

• Figure 4: Overview of the Global Rare Earth Supply Chain

4. China's Rare Earth Export Controls Have Far-Reaching Impacts; US Will Need 3-5 Years to Fill Supply Chain Gaps

• Figure 5: Restricted Items under China's Ministry of Commerce and General Administration of Customs Announcement No. 18
• Table 5: Rare Earth Resources Response Strategies of the US and Its Allies
• Table 6: Estimated Timeline of the Impact of China's Rare Earth Export Controls on the Global Downstream Supply Chain

5. TRI's View