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cover of episode Australia plans to stockpile minerals crucial for tech

Australia plans to stockpile minerals crucial for tech

2025/4/24
logo of podcast Marketplace Morning Report

Marketplace Morning Report
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澳大利亚总理Anthony Albanese
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澳大利亚总理Anthony Albanese：澳大利亚计划储备锂、镍和钴等关键矿物，这将使澳大利亚在贸易和市场中断面前占据更有利的地位，增强国家实力。这一计划旨在应对地缘政治风险，特别是中国在关键矿物加工领域的优势地位。储备的矿物将优先供应给澳大利亚国内产业和与澳大利亚价值观相符的国家。 Katie Silver：澳大利亚计划斥资超过10亿澳元（7.5亿美元）建立国家关键矿物和稀土储备。此举旨在增强澳大利亚在全球关键矿物供应链中的地位，并使其在与其他国家（特别是美国）进行贸易谈判时拥有更大的议价能力。目前，澳大利亚的大部分关键矿物出口到中国，而此举将有助于分散风险，并为与美国等“志同道合的国家”建立更紧密的战略伙伴关系铺平道路。 Stephen McDonald：虽然与关键矿物储备直接关系不大，但上海车展上，特斯拉的缺席凸显了地缘政治紧张局势对全球汽车产业的影响。美国和中国之间的关税冲突，以及中国本土电动汽车品牌的崛起，对特斯拉在中国的销售造成了重大冲击。这表明，全球供应链的稳定性和地缘政治因素对企业决策的影响日益重要。 supporting_evidences Katie Silver: 'The plan is to basically buy up about just over one billion Australian dollars or three quarters of a billion US dollars of using taxpayers money to basically go into a national reserve of critical minerals and rare earths that it's going to purchase them, own them and then sell them to the domestic industry and so-called like minded nations.' Katie Silver: 'Well, primarily China. So the majority of Australia's rare earths, and Australia is the fourth largest producer of rare earths, for example, and critical minerals after the likes of China, Brazil and India. Typically, most of them end up in China. They, of course, dominate global processing capabilities.' Katie Silver: 'Well, that's definitely part of the hope. We've already seen them become a key bargaining chip in geopolitical affairs. And of course, the US has seen them as something of a national security concern. So it is thought that basically that when we talk about like-minded countries, one of those would be the US and that this reserve would be available to them.' Stephen McDonald: 'Notable by their absence, Tesla. No Tesla stand here. And you wonder why they wouldn't if they're going to try to sell into this market, especially when they've got such big problems in China. Not only problems in that their top couple of models, which are made in the US, are now not being sold here because of the tariffs imposed by China in response to the tariffs imposed. imposed by the Trump administration, but also they're facing a really big challenge from the local brands.'

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From the BBC World Service: Australia is planning to stockpile minerals like lithium, nickel and cobalt, which are vital in modern technology. It comes as countries like the United States aim to counter China's dominance in global processing capabilities. Then, the United Kingdom is closing a tax loophole used by Chinese retail giants Shein and Temu to help keep prices low. And later: a trip to Shanghai's motor.