The Putin Government: Russia should personally build out the rare earth industry chain and be independent of China and the United States.
Why so hasty?
Since China has recently moved a finger.The whole world trembled.
China holds the rare earth key, and everyone has to weigh it
Rare earth this thing, whoever controls, whoever has the power of the world high-end made word.
Whether it is missiles, high-speed railways, or new energy, intelligent equipment, all are inseparable.
There are many countries with mines in the world, but there is only one country left that can carry out large-scale mining, precise separation, deep processing, and large-scale export.
China is not the rarest, but the entire industrial chain is the strongest.
Minerals are only the beginning, and the real perfume is the technology behind them, others rely on burning money, and China rely on the system.
In recent years, the West has suppressed China's high technology at every turn.
Well, China immediately tightened the export license for rare-earth magnetic materials.
U.S. military industry hurried to jump, Japanese enterprises stockpiled in advance.
With just one move, the global supply chain immediately became tense.
Many people really realize that China is not just a miner, but also a chain owner.
And this chain is not purchased, it is made step by step.
From the rare earth bases in Baotou and Ganzhou, to the magnetic material factories in Northeast and South China, to the application ends of aerospace and military enterprises, they are all integrated into one.
The most critical link is not resources, but ability, which others can't make up for in a few years.
Some people say that China's "playing rare earth cards" is too strong.
This is actually naive.
Does China have an obligation to send out its resources for charity?
To make an advantage on your own efforts, it must beined and used steadily.
Whoever does not agree, let the market educate.
Therefore, China's recent adjustment of the rare-earth export policy is not one by one, but step by step.
This is not a single industry policy, but a part of the entire country's strategic layout.
In the face of global change, China has played its own cards, accurate, stable, and harsh.
Others should wake up.
Putin doesn’t want to be thrown.
Not long after China's rare earth policy was launched, there was movement from Russia, and the national level made a direct statement: to build its own rare earth industry chain, from beginning to end.
It's not surprising.
Russia has long had rare earth mines, there is no shortage of mines, there is a lack of chains.
For years, relying on the export of raw minerals or low-end materials, the value remains in the hands of others.
Now that geopolitics is tense, Russia doesn't want to look at people's faces anymore.
Shoigu, secretary of the National Security Council, wrote an article directly, listing rare earths as the "life gate" of the military industry.
This statement shows that Russia is really vigilant.
Putin's government's deployment is not hidden.
The official documents are clearly stated: a national industrial plan must be handed over by November this year.
The goal is to be independent in the entire chain, and stop relying on others to purify and process them.
Listen to these words, right?
As China said ten years ago, now it is Russia’s turn to learn.
It was a big move. The Russian Minister of Natural Resources came out and spoke, saying that he would come up with a set of support policies, including mining, extraction, smelting and manufacturing.
He also said that he should introduce Chinese experience and learn Chinese technology.
To put it bluntly, he is actually asking for cooperation.
Russia does have a sense of urgency in making this move.
On the one hand, we must prop up our own military system and avoid being choked by the West.
On the other hand, they also saw the deterrent power of Chinese operations, realizing that they cannot delay anymore.
The point is that they do not intend to rely solely on China, nor do they want to rely on the West.
The official statement is very clear that it is necessary to create an industrial chain that is "independent from China and the United States".
In other words, you want to go on your own rare-earth route.
Isn’t it easy to say otherwise, this idea shows that Russia is very clear that resources can’t just be sold out, but must have the right to use.
But this road is not easy.
Mining is simple but difficult to process, especially technologies such as high-purity extraction and low-pollution separation, which will not be possible in a few years.
China can do it because of decades of hard work.
It is not difficult for Russia to make a breakthrough in a few years.
But it also shows one thing: the world understands that rare earth is not a mine, it is power.
Whoever can hold the chain can decide the rules of the game.
China has set a model with practical actions.
Russia understands it and wants to learn it.
China's status can't be copied by anyone who imitates it
What does China think of Russia’s efforts to make rare-earth whole chains? one word – welcome to participate, don’t expect to replace it.
China has been doing this for decades, and a complete system cannot be built by relying on one or two mineral belts.
This involves environmental protection technology, policy coordination, market regulation, manufacturing capabilities, and global voice.
Do not look at the Russian reserves, really difficult is the industrial support. easy mining, difficult to extract, processing is harder. little technology is not at the standard, pollution is exploding, products can not go out.
China can step by step make rare earth the world's first, relying on systematic control.
The whole country from mining rights, processing licenses to export supervision, a set of process maps are clear.
The West shouted for a decade to find a different path, and eventually did not have to go back to China to buy?
The reason is one, cheap, economical, and stable. even a little more expensive, too.
China does not rely on resource monopoly, but on technological advantages. The separation purity can reach several digits, and magnetic materials can be accurate to the nanometer level. If others can't do it, the market can only recognize it.
Now that Russia wants to build its own industrial chain, China certainly understands.
Strategic security matters, everyone has to think in the forefront. but can it really be done, is another thing.
After all, the market does not see who shouts the slogan first, but who can deliver the goods.
China can stabilize shipments at any time, and can also cope with rising demand, which is accumulated.
More importantly, China manages rare earths, not just rare earths, but the entire strategic chain.
Military, chips, new energy, satellites, lasers, intelligent equipment, how to separate?
China's use of rare earths is not only to produce products, but to ensure that its core competitiveness is not shaken.
So when China began to tighten rare earth controls, the global alert was not only afraid of rising prices, but also of the industry following the shell.
This influence cannot be overcome by large reserves.
Russia certainly understood this, and it was precisely because it understood that it was so urgent.
But this urgency will not affect China’s advantage, but will make it clear that the escalation will continue to escalate and continue to control.
China is not afraid of the development of others, but it will never let its advantages in rare earths be diluted.
This is a matter of sovereignty and a strategic trump card.
Rare Earth War, who is the real protagonist?
Now, a new round of global competition around rare lands has begun.
China is at the core, Russia is pursuing, the West is watching, India is also trying to put a foot in. The surface is resource competition, and behind it is the restructuring of speech.
Russia's serious move this time is actually not just the rare earth industry behind it. The whole logic is: we must go beyond China and the United States and build our own industrial system without being strangled.
This idea is reasonable for any country. But the difficulty is not small.
China has long gone through this road and knows where it is the hardest. It's not the technical difficulty, but the system difficulty.
There are not many countries that can achieve the national strategic level of rare earths.
China is the only country that integrates rare earth, environmental protection, military industry and new energy.
If Russia really wants to learn, it must be learned seriously and steadily.
What about the West? I have long wanted to break China's chain. Even if you shout, you will have less action and the result will be slow. In the final analysis, we still have to rely on China to ship. Everyone knows this reality.
So the future pattern is clear: China continues to stabilize the overall situation, and whoever wants to follow, must see if they can fill the entire chain.
Whoever wants to press, then first measure the amount of the rare earth.
Now China not only controls exports, but also controls technology, applications and rules.
Someone is concerned that the current situation will impact rare-earth exports?
On the contrary, because of the tension, China has controlled it more stably and used it more accurately, and its strategic value has increased.
Moreover, not only rare earths, but also China has a complete layout of key resources such as lithium, tungsten and cobalt.
The more pressurized the entire industrial chain, the more awake, the more blockade, the more mature.This is China's advantage and the bottom line.
Russia wants to build a new system, not a threat to China, but a reference.
Whoever wants to challenge China’s position must first practice basic skills.
There will be many storms in the future, and China will prepare early. Just as others wanted to set off, China had already built a highland.
This is the gap.
The reference information:
No. 18 of the General Administration of Customs of the Ministry of Commerce No. 18 of 2025 on the Implementation of Export Controls on Some Medium-Heavy Rare-Earth-Related Objects; Ministry of Commerce of the People's Republic of China No. 2025-04-04
Decree of the State Council of the People's Republic of China No. 785 "Rare-Earth Management Regulations"; China Government Network, 2024-06-22
The Ministry of Commerce's Press Release Answers to Reporters' Questions on Measures to Control Export of Medium-Sized Rare Soils; Ministry of Commerce of the People's Republic of China; 2025‐06‐07
The Ministry of Commerce responds to rare-earth export-related issues: continues to strengthen compliance application examination and approval work; Xinhua Net; 2025‐06‐19
Strengthening export controls on rare-earth-related objects reflects the determination to safeguard national security; People's Network, 2025-04-07
"" China is becoming the'manager 'of the global rare earth order "" · China.com.cn · 2025 ‑ 10-13