Wang Tao: China Rare Earth Battle diametrically opposite to ignore what

March 26 , WTO ruled that China officially restrictions on exports of rare earths violations, which means rare earths, tungsten, molybdenum exports to protect against the case in the WTO . Although there is little room for the final ruling of the appeal , but in the past almost no final determination to regain the preliminary results of an example . Basically you can say that , due to the flaws in China 's rare earth policy , China to protect its scarce natural resources management efforts through quotas , eventually suffered a crushing defeat in the last .

Our foreign bargaining , they can promote the " China with 23 percent of the global supply of rare earth reserves more than 90% of long-term market demand , China 's contribution is enormous. "But it should realistically acknowledge that China is about 100 million 20 million tons of rare earth reserves , the world's total annual supply of 120,000 tons of market demand just enough to supply around 1000 .

People worry that, by comparison with a very rare public attention , digging endless digging a thousand years , 20,30 years could never dig tungsten ore , molybdenum ore , but almost no one cares .
Rare has been reduced to general resources

Today, many people still remain in China 's rare earth reserves account for 90 % of the world 's old data era ( hereinafter referred all rare earth reserves , according to mine standards to contain reserves of rare earth oxides REO calculations, not ore quality ) . The data itself is not wrong, 30 years ago, China Baotou Bayan Obo found in thousands of tons of rare earth, then in addition to China , other foreign reserves have been found in very small , so China was the world's rare earth reserves account for 90 rare earth reserves have been found %. But , after all, 30 years ago laohuangli , but also to be noted that said here are the light rare earth , according to the prevailing scientific level , few realize that the light rare earth actually distributed widely.

Over time , the world's light rare earth reserves discovered , had less than 20 million tons from thirty years ago , to more than 600 million tons now . China 's reserves have increased several times, but new discoveries outside of China 's rare earth reserves , an increase of a full hundred times or more, the dilution of our accounting . The result is to produce a lot of spreading false things , and " China 's rare earth reserves less and less ", " China 's rare earth resources have dug up two-thirds sold abroad went " category. Actual completely misunderstood .

So China's own reserves to increase the number ? I integrated " world's rare earth economy" , "rare earth information", " Jiangxi Rare Earth communications ," the statistics, since 1985 , China has proven rare earth reserves from less than 15 million tons of light rare earths and heavy rare earth several ten thousand tons , an increase of to the now more than 9100 tons and 2800 tons of light rare earth heavy rare earth , but also a substantial increase in . ( 1997 to 43 million tons in 2001 to 71.3 million tons in 2007 to 91 million tons . ) Has increased over the past few years a new proven reserves of light rare earth more than 2000 tons of heavy rare earth proved reserves of 800 million tons . More than the total Chinese exports of rare earths for decades all add up to a total of more than 25 times .

Perhaps because of confidentiality issues and layers of approval , data released by the department at different levels tend to have a lot of lag. For example , until today in many public data , Fujian Longyan City of heavy rare earths are still 45,900 tons of proven reserves REO, but in fact the end of 2012 , Longyan City Land Resources Bureau revealed that , according to their commission , Fujian Academy of geological formations survey conducted by rare earth reserves , which have a very substantial increase in the rare earth reserves to 1,783,966 tons REO. ( Only this one , the equivalent of all the country's more than 200 times the amount of heavy rare earth mining index year .)

And there is a great possibility of increasing reserves . According to the " Yangcheng Evening News " reported in Guangdong Province in 2012 geological work meeting concluded , Guangdong Geological Survey by the census that year , drawn prospective reserves of heavy rare earths in Guangdong Province , is 931 times the proven reserves !

Chinese light rare earth reserves , now equivalent to the consumption of the world's end in 1000 . Heavy rare earth reserves , but also the equivalent of nearly 1000 terminal is now the world's consumption . Domestic mining enterprises have extreme excess of the maximum mining capacity calculations, even at full capacity in two to three hundred years also dug endless .

In contrast, the Chinese treasure wolframite nearing dry. Even if it is difficult to mix black and white smelting low grade tungsten ore , scheelite , also remaining 1.8 million tons , after a hundred years of mining , the total reserves of Chinese tungsten ore from 5.8 million tons at the most , and continued to decline to now 1.8 million tons , is expected in 20 years will also dig a break. Although there are still 3.4 million tons of molybdenum ore , but also declining , the newly discovered mineral reserves far behind the rate of consumption is expected to deplete in 30 years .
Tungsten, molybdenum not widely use in the industry , the consumption is great, and in the military is also very important. Such treasure strategic resources, not only very few people care , the state also lacks substantive efforts. Rare , especially light rare earths , today , the annual consumption / proved reserves ratio is 1000 , apparently belonging to general resources , not scarce resources. Hard to say which is the scarce resources need to be diminishing quotas to enhance the protection , then losing in the WTO , and not surprisingly it.

Participating countries under the WTO framework is general products that do not restrict exports , only the implementation of conservation policy for scarce resources . Participate in the general product category litigation certainly be lost , and in the course of the appeal , there is little room for maneuver.

But the U.S. and Europe has been successfully bundled them together , the use of rare earths on the flaws , the China Tungsten quota management, molybdenum scarce natural resources of these national efforts , once defeated . To make matters worse , the future of tungsten, molybdenum their true these scarce natural resources on how to protect , do not see someone to pay attention , this is a place worthy of concern .

The key people who did not realized quite a lot. I found that although there are quite a number of commentators understand the WTO in the field of international law , but does not understand mineral resources , still do not know in the end what were relatively rare and . Rare still think that strategic resources are scarce , and tungsten, molybdenum products are only general resources for rare earths was tied sigh , but do not actually know the real victims of tungsten , molybdenum is no concern.

Rare "fake pain" when the

" Japan's lack of resources to buy China 's big XX resources to keep up their buried the sea to prepare for decades of use in the future. "From " Coal "to" rare earth " , this classic XX years, was filled with all sorts of nouns. But if asked specific burial place , operating time, the number of burial , sources of funding , it is a prevarication . The information we have today is not the lack of the times, more than a few will be able to find flaws questioning . " Rare pain " myth, in fact, some experts , the use of readers ( including most government officials ) lack of professional information and advocacy weaknesses together .

Let's dissect under the "rare earth pain" comes from. First, pretend Chinese and foreign are not added proved reserves of rare earth ; then , 90 percent of rare earths by China to account for only 23 percent of the world's proportional change , not to mention the specific reserves data , mistaken for a Chinese rare earth dug over and foreign deposit with no digging , so the proportion of China declined ; next, is preaching , as China's rapid economic development , a variety of new materials, new energy research and development, much of the existing remaining reserves of rare earth , it will be difficult meet the needs of China 's own development. Coming soon become a net importer , we spend only a few times , hundreds of times the money is more likely to be clamped in the strategic western countries ; Finally , naturally concluded that such a treasured resource , is now a large number of cheap exports , depleted, so the threat to the future development of China's own , then of course you want to play the " rare battle " was.

Unfortunately, at the beginning of the wrong, all wrong on the way , the result is of course ridiculously wrong . Since it does not exist , " China 's rare earth reserves decreasing ", " only a small amount of rare earths , not their future use , still cheap cheap" , these conjectures would seem shocking.

So how can the "rare earth pain" ? Can only be called "fake pain" !

Alas, only repeated fabricate "false pain" , will be able to earn billions of billions of real money , and what the hell sustained and healthy development of rare earth industry chain yet. In the face of short-term profits , rare earth "fake pain" when will it!

" Rare Battle" is entirely poles apart

As we all know , the annual consumption / ratio of proven reserves of more than 100 years , generally fall out of the scope of scarce resources , more than 500 years , can be seen as basically almost infinite number of excess resources . Rare , especially light rare earths , the world discovered a few decades ago is not more than the amount of the era , was then regarded as a strategic resource , this is normal.

Exploration results available to more and more today , light rare earth reserves outside of China are enough to supply the world in 5000 , with China , can supply 6000 years. From the facts, just a light rare earth resources in general , rather than scarce resources. Neither the value of specialized security , and no strategic significance of bargaining , but giving others a handle . From the beginning of the establishment of rare earth quotas should not be protected when the light rare earths into the scope of protection.

Is this not scarce in the world can say abundant, while consumption is still meager light rare earth , do not have protection, meaning there is no protection . But in a " Battle of rare earths ," the cheer in victory, got 90 percent of the country 's rare earth investment protection , and the heavy rare earth only got cold leftovers .

Baotou Bayan Obo , for example, was isolated as the associated mine tailings pile into the light rare earths , these reserves are in fact still exist there , piling up for decades . Rare are not snow , melts in the open valley . To state has invested heavily in building the main energy -consuming warehouses , high prices to go into the light rare earth purposely bought a warehouse . Even very light rare earth strategic significance , it is enough black humor . Moreover, the lack of light rare earth reserves actually important strategic value .
The heavy rare earth it? Although its reserves are also more powerful, enough to supply the world in 1000 , but at least for now found a place outside of China is still relatively small , mining costs are much higher than China , China is currently also owns 90% of the proportion of reserves , but also it has a relatively large enough market right words , you can continue to be seen as a strategic resource , but also has strategic value bargaining .

The strange thing is that in the so-called "rare earth Battle ", the light rare earth reserve, but not heavy rare Shouchu .

Chinese rare earth mines

Object heavy rare earth enterprises also became a pit - heavy rare than light rare earths contained more than terbium , dysprosium and other elements , not only does purchasing and storage , has also taken to restrict exports , measures to limit the exploitation of the error . Not to hand over the market share of the international market and strategic control, and loss of market heavy rare earth smelting and separation of the south capacity forced to shut down or reduced majority , but as a byproduct of praseodymium, neodymium production accordingly dropped significantly, to the main producing praseodymium, neodymium Northern light rare earth companies leaving considerable market space, so no need to protect the light rare earth business and earn a money .

Beijing high-level do not necessarily know how much reserves of rare earth in the end , the locals Kaoshanchishan by water draft , how could I do not know the local reserves of rare earth dug one hundred fifty years have dug finish. Mined legally limit the results only for the private mining robbing , smuggling black market open the door .

For example, Ganzhou , Jiangxi pointed out , not without grievances , Ganzhou even stop all exploration work , has proven reserves of rare earth resources in the less heavy enough mined four or five decades , such as by exploration of prospective reserves are mined near Millennium . Hard to say the heavy rare earths is extremely scarce resources must be compressed scale mining , they simply can not explain to the local people have to pass .

Rare Battle purpose is to defend China 's rare earth industry , the actual result is stifled sustained and healthy development of China's rare earth industry . The reason is simple , since there is no case in the future with enough remaining reserves , but the amount is too small Zhichou situation unsold . Then export restrictions , raising the price of rare earth behavior , but let 's expand the amount of rare earth hampered .

There is no doubt that if the amount of the world's rare earth than it is now able to expand tenfold , then China can still be in the case do not worry enough to master the strategic discourse than it is now much larger .

After all , the amount of expanded tenfold , it still only China in 1000 / 6000 in the world , 100 years to become China / Global 600 years , not to mention the place across the country reported in Mineral Exploration , are given a very huge reserves of rare earth prospect estimate the amount of rare earth until reaching expand tenfold year, China's new proven reserves of rare earth there will be tremendous growth.

Guarantee a certain profit and adequate environmental protection investment under the premise of maintaining a relatively low price the upstream , downstream applications of rare earth promote the expansion of China 's rare earth reserves are immense in this country is the long run. And China 's rare earth industry chain throughout the entire industry in order to maximize the benefits and outcomes , rare earth prices will naturally go up .

Deputy Secretary of Jiangxi Rare Earth Society Meng Qingjiang 2010 pointed out that " if the downstream can not afford earth, switch to an alternative product , the use of rare earth backwards, hurt rare earth industry itself. "Unfortunately , this sentence has been fulfilled.

" Rare Battle" raise the price of rare earth , rare earth mining companies are just a few giant Suntory , but high prices for the formation and subsequent development of the industry chain had a serious impact . Weakness in the past two years the industry for two consecutive years spent barely half the exports of rare earths export quotas . The actual failure of rare earth quota policy , naturally brings on the respondent failed WTO . Adverse effect on the development of rare earth industry itself , is likely to continue for many years.

The tungsten, molybdenum these national efforts to protect scarce natural resources management through quotas were "rare earth fake pain" to drag on , there may be also be canceled. Future tungsten, molybdenum these national real how to protect scarce natural resources , no one to pay attention , this is really painful !

Hundred , thousand years later things have no meaning , tungsten, molybdenum resource that occurs after two decades dried up, but it is a problem that each of us will have to face in the future be forced to rely on imports of tungsten , molybdenum and other strategic resources clamped on Western countries , Cheng described as " catastrophic " threat .

I hope more people will be able to truly understand the urgent care crisis facing our country, tungsten , molybdenum, as well as other rare minerals . Instead of "rare earth false pain" waste of emotion .


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