Unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly, unsurprisingly.

Pertama, dalam bidang rare earth berat, China memiliki posisi dominan yang tak terbantahkan. Tidak hanya memiliki kapasitas produksi yang besar, China juga jauh lebih unggul dalam teknologi pemurnian rare earth, sambil memiliki keunggulan biaya yang signifikan. Ini menjadikan China berada di posisi inti dalam rantai pasokan rare earth berat global.

Meskipun Vietnam memiliki cadangan mineral tanah jarang terbesar kedua di dunia, rantai industrinya memiliki kekurangan yang jelas. Saat ini, Vietnam hampir tidak memiliki kemampuan pemurnian tanah jarang, yang berarti sumber daya mineralnya yang melimpah sulit untuk diubah menjadi keunggulan pasar.

Jepang memang memiliki kekuatan tertentu dalam pemurnian tanah jarang ringan, tetapi biaya produksinya yang tinggi sangat membatasi daya saing. Yang lebih penting, dalam bidang tanah jarang berat, Jepang hampir sepenuhnya bergantung pada impor dari Cina, yang menyoroti ketidak tergantian Cina di bidang ini.

Meskipun Amerika Serikat aktif mencari kemandirian pasokan tanah jarang, membangun rantai industri tanah jarang berat yang lengkap dari penambangan hingga produksi magnet di dalam negeri, terutama untuk elemen kunci seperti terbia dan disprosium, diperkirakan akan memakan waktu 8 hingga 12 tahun. Rentang waktu ini mencerminkan kompleksitas dan tantangan dalam membangun kembali rantai pasokan tanah jarang.

Secara keseluruhan, pola industri tanah jarang global menunjukkan ketidakseimbangan yang jelas. Posisi unggul Tiongkok di bidang tanah jarang berat sulit untuk digoyahkan dalam waktu dekat, sementara negara-negara lain menghadapi kendala teknologi atau terhambat oleh biaya yang tinggi. Situasi ini tidak hanya mempengaruhi perkembangan industri teknologi tinggi global, tetapi juga dapat memiliki dampak yang mendalam pada hubungan perdagangan internasional. Di masa depan, bagaimana memastikan keamanan pasokan sambil mendorong kerjasama internasional akan menjadi tantangan penting yang dihadapi oleh setiap negara.