China US rare earth game: The United States relies on China's rare earth resources, especially for chip production.
In order to counter the United States' suppression of chip technology, China has begun to implement controls on
the export of rare earth resources, especially gallium and germanium, which are crucial in the production of new energy
and military equipment. This move aims to influence the global chip production chain by controlling the supply of raw materials.
Mongolia has abundant rare earth resources, ranking second in the world in terms of reserves. To get rid of its dependence
on Chinese rare earths, the United States has reached a rare earth export agreement with Mongolia. Mongolia plans to export
a large amount of rare earths to the United States in an attempt to enhance its international status and gain economic benefits.
Transportation difficulties: Mongolia faces challenges in rare earth transportation due to its landlocked status and lack of direct
sea transportation channels. Although Mongolia is considering transporting rare earths through Tianjin Port in China, this move
requires China's consent and involves complex political and economic considerations.
Processing technology dependence: Mongolia lacks rare earth purification and processing technology, while China has world
leading technology in this field. Mongolia hopes to cooperate with China in processing rare earths to increase product value and
facilitate exports, but this also requires China's approval and support.
Internal challenges in Mongolia: Rare earth development in Mongolia is facing challenges such as internal political turmoil,
inadequate infrastructure, and incomplete industrial chains. These issues limit the large-scale development and international
competitiveness of its rare earth resources.
Impact on China Mongolia Relations: The rare earth cooperation between Mongolia and the United States may have an impact
on China Mongolia relations. China needs to carefully consider whether to support Mongolia's rare earth export plan in order
to safeguard its own interests and regional stability. The final decision will be based on a comprehensive evaluation of multiple factors.
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