稀土战开打 日澳联手抗中 三菱商事出手

[Haiyang]

为防范中国以“稀土牌”作为外交胁迫手段，美国积极寻求盟友支持，携手日本(专题)、印度(专题)、澳洲、加拿大(专题)等国建立稀土采购及供应链，降低对中国稀土的依赖。尤其在电动汽车潮流下，铝是重要关键原料，日本三菱商事宣布，收购瑞士资源巨头Glencore所拥有的澳洲奥鲁昆（Aurukun）矿山30%股权，强化铝冶炼业务。

　　稀土是智慧型手机和电动车的重要原料，也是军事设备等高科技的关键要素，但中国除自产外，多年来鲸吞蚕食，掌握了全球重要稀土矿产及市场，为此，中国先前传出拟禁止稀土出口政策，无疑是想掐住世界主要国家脖子，作为外交谈判筹码。

　　早前，美日印澳4国展开四方安全对话，就传出将联手重组稀土供应链，并研发低成本、低放射性废料排放的稀土精炼技术。日本、美国16日在东京举行“日美安全保障协议委员会”（或称日美2+2会议），也确认将针对建立多元的安全供应链展开密切讨论，半导体和稀土就是焦点。

　　尤其，日本的稀土6成依赖中国进口，若中国限制出口，恐对日本造成打击。为此，日本企业积极拓展稀土供应链。
　　《共同社》报导，三菱商事宣布，已与瑞士的Glencore达成协议，收购其拥有的尚未开发的澳洲奥鲁昆（Aurukun）矿山30%权益，收购金额则不公开。

　　报导指出，三菱商事买下奥鲁昆矿山矿权主要是开采铝土矿，冶炼成铝，铝是电动汽车重要原料。据悉，三菱商事已开展铝的冶炼等业务，但参与矿山开发则是第一次，预期未来将拓展上游领域，强化铝相关业务。

[xarthok]

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[xarthok]

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