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西方稀土保卫战再遇挫：一座稀土矿最终落入中国之手
澳大利亚矿业公司Peak Rare Earths未能建立起一条不依赖中国的稀土矿物供应链，其失败过程揭示了中国政府如何主导全球关键矿产供应。
摆脱对华稀土依赖？欧洲这家新工厂表明前路漫漫
中国在全球稀土产业的主导地位是如何形成的？
Nov. 22, 2025 11:00 pm ET
Mbeya, Tanzania, near where Peak Rare Earths had hoped to develop a rare-earth mine outside of China's orbit. De Agostini/Getty Images
For years, a mining project in Africa held the promise of helping free the West from its dependence on China for rare earths. Some weeks back, it fell into Chinese hands.
The failure of Peak Rare Earths, an Australian mining company, to build a China-free supply of rare-earth minerals offers a look at how Beijing came to dominate the global supply of critical minerals—a position it is now deftly leveraging for geopolitical gain. China has choked off the supply of rare earths to wring key concessions from President Trump in his trade war.
The sale of Peak to a Chinese rare-earth behemoth earlier this autumn is part of a pattern that means that, by 2029, Beijing will receive all the rare earths flowing from Tanzania, one of the world’s major emerging sources of the elements, according to Benchmark Mineral Intelligence. Some liken it to the grip China enjoys today over cobalt production in the Democratic Republic of Congo.
“This is a very strategic loss,” said Gracelin Baskaran, a critical-minerals expert at the Center for Strategic and International Studies. “This increases [Chinese] market power and it increases their market capacity to destabilize an already very fragile market.”
澳大利亚矿业公司Peak Rare Earths未能建立起一条不依赖中国的稀土矿物供应链，其失败过程揭示了中国政府如何主导全球关键矿产供应。
摆脱对华稀土依赖？欧洲这家新工厂表明前路漫漫
中国在全球稀土产业的主导地位是如何形成的？
The Failed Crusade to Keep a Rare-Earths Mine Out of China’s Hands
Failure of one Western company to build China-free rare-earths supply is a glimpse at how Beijing has come to dominate the critical minerals
By Jon EmontNov. 22, 2025 11:00 pm ET
Mbeya, Tanzania, near where Peak Rare Earths had hoped to develop a rare-earth mine outside of China's orbit. De Agostini/Getty Images
For years, a mining project in Africa held the promise of helping free the West from its dependence on China for rare earths. Some weeks back, it fell into Chinese hands.
The failure of Peak Rare Earths, an Australian mining company, to build a China-free supply of rare-earth minerals offers a look at how Beijing came to dominate the global supply of critical minerals—a position it is now deftly leveraging for geopolitical gain. China has choked off the supply of rare earths to wring key concessions from President Trump in his trade war.
The sale of Peak to a Chinese rare-earth behemoth earlier this autumn is part of a pattern that means that, by 2029, Beijing will receive all the rare earths flowing from Tanzania, one of the world’s major emerging sources of the elements, according to Benchmark Mineral Intelligence. Some liken it to the grip China enjoys today over cobalt production in the Democratic Republic of Congo.
“This is a very strategic loss,” said Gracelin Baskaran, a critical-minerals expert at the Center for Strategic and International Studies. “This increases [Chinese] market power and it increases their market capacity to destabilize an already very fragile market.”