美国稀土公司REalloys规划无中国供应链

美国稀土公司REalloys宣布与加拿大萨斯喀彻温研究委员会合作,投资2100万美元建设重稀土加工厂。该举措旨在建立绕过中国的北美关键矿产供应链,并得到华盛顿支持。公司表示,实现完全自给自足的供应链需要时间。

REalloys是一家总部位于美国的稀土公司,在俄亥俄州运营一家用于永磁体和关键金属的下游设施。该公司于周一宣布与加拿大萨斯喀彻温研究委员会——该省的技术创新机构——建立伙伴关系,将投资2100万美元建设重稀土加工厂。这是私营部门一系列旨在打破中国供应链主导地位举措的最新发展。

REalloys的战略顾问蒂姆·约翰斯顿表示:“我们的主要重点是处理各种不同输入材料的加工能力,从而减少对单一矿山的生产的依赖,但[REalloys也更]专注于精炼方面,这在北美目前基本上没有开展。”

该公司相信,通过与加拿大和日本伙伴合作,已制定出一条绕过中国的北美关键矿产供应链路线图——这可能是首次尝试,但并非没有风险和挑战。面对中国近乎垄断的局面,华盛顿加强了全球关键矿产的搜寻,美国总统唐纳德·特朗普在上年10月亚洲之行期间签署了一系列协议,包括与马来西亚的谅解备忘录,马来西亚已有加工能力。

这一伙伴关系凸显了美国努力减少对中国稀土依赖的持续努力,尽管完全独立仍需时日。

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