Recently, the United States and South Korea announced plans to establish a joint rare earths venture aimed at strengthening cooperation in critical mineral supply chains and reducing reliance on a single country—particularly China. Rare earth elements are essential raw materials for manufacturing high-tech products, electric vehicles, wind turbines, and defense equipment. Currently, China accounts for over 60% of global rare earth mining and more than 85% of refining capacity, posing significant strategic risks for countries like the U.S. and South Korea.Under the agreement, the joint venture will combine U.S. rare earth reserves with South Korea’s advanced separation and refining technologies to develop an integrated supply chain—from mining to processing. South Korean firms such as POSCO and LX International have already made progress in rare earth recycling and refining, while the U.S. possesses deposits like the Mountain Pass mine. Both sides hope this collaboration will create a more diversified, secure, and sustainable rare earth supply system.This move is also seen as a key step in deepening the U.S.-South Korea economic and technological alliance under the broader Indo-Pacific strategy, enhancing industrial resilience and increasing their influence in the global critical minerals landscape.
近日，美国与韩国宣布将成立一家稀土合资企业，旨在加强两国在关键矿产供应链上的合作，减少对单一国家（尤其是中国）的依赖。稀土元素是制造高科技产品、电动汽车、风力涡轮机和国防装备不可或缺的原材料。目前，全球约60%以上的稀土开采和85%以上的精炼产能集中在中国，这使得美韩等国在战略资源上存在较大风险。根据协议，该合资企业将整合美国的稀土资源储备与韩国先进的分离提纯技术，共同开发从采矿到加工的完整产业链。韩国企业如POSCO和LX International已在稀土回收和精炼领域取得进展，而美国则拥有如Mountain Pass等稀土矿藏。双方希望通过此次合作，建立一个更加多元化、安全且可持续的稀土供应体系。此举也被视为美韩在印太战略框架下深化经济与技术联盟的重要一步，不仅有助于增强两国产业韧性，也将在全球关键矿产格局中发挥更大影响力。
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