American logistic expert reports from China video: The China rare earths problem isn’t as bad as we think. It’s much worse: a look at gallium 美國物流尊家在中國報導視訊有中文字幕: 中國稀土問題並非如我們所想的那麼簡單- 其嚴峻程度遠超預期：以鎵為例透視現狀

https://rumble.com/v72iiv6-the-china-rare-earths-problem-isnt-as-bad-as-we-think.-its-much-worse.html
https://www.tiktok.com/t/ZP8U9vaX4/

It’s now understood that China has deep and durable monopolies on nearly all the Rare Earth metals and critical minerals.

But each of those minerals poses unique challenges to Western countries who hope to build supply chains for them.

Gallium is instructive. It is a crucial component for the most advanced electronics used in defense, and in civilian sectors.

But gallium is produced as a byproduct of aluminum smelting, from bauxite. Only while smelting hundreds of millions of tons of bauxite ores to extract aluminum, can engineers extract a few hundred tons of gallium.

Most smelters in Western countries have closed, and bauxite mining and aluminum smelting today are dominated by China, Russia, and India.

Initiatives to “re-shore” gallium production in the United States suffer from two defects. Western smelters never bothered to extract gallium in the first place. And in order to produce trace amounts of gallium, the bauxite and aluminum smelting industries need to be rebuilt.

Closing scene, Beijing

目前已知，中國對幾乎所有稀土金屬與關鍵礦物形成了深厚且持久的壟斷優勢。

但每一種礦物都對希望建立供應鏈的西方國家構成獨特挑戰。

鎵的案例尤其具啟示意義。這種金屬是先進電子設備的關鍵材料，廣泛應用於國防及民用領域。

然而鎵實際是鋁冶煉的副產品，源自鋁土礦提煉過程。唯有在冶煉數億噸鋁土礦以提取鋁的同時，工程師才能從中萃取出數百噸鎵。

西方國家多數冶煉廠早已關停，當今全球鋁土礦開採與鋁冶煉產業已被中國、俄羅斯和印度主導。

美國推動鎵生產「回岸」的計劃存在雙重困境：西方冶煉廠從未重視鎵的提取技術，且為獲得微量鎵，必須從零重建完整的鋁土礦產業鏈與鋁冶煉體系。

終場鏡頭轉向北京。