2013年12月16日能源专家Marc Humphries在美国国会研究服务报告会上的研究报告。主要是站在美国的角度上分析稀土的全球供应链及与美国的利弊关系。

Contents
Introduction ...................................................................................................................................... 1
What Are Rare Earth Elements? ...................................................................................................... 2
Major End Uses and Applications ................................................................................................... 2
Demand for Rare Earth Elements .............................................................................................. 3
Rare Earth Oxide Prices ............................................................................................................ 5
The Application of Rare Earth Metals in National Defense ............................................................ 7
Rare Earth Resources and Production Potential .............................................................................. 8
Supply Chain Issues ................................................................................................................ 13
Molycorp’s “Mine to Magnet” Vertical Integration Approach for Rebuilding the
U.S. Rare Earth Supply Chain ........................................................................................ 14
Selected Recent Supply Chain Developments .................................................................. 16
Role of China ........................................................................................................................... 16
Japan’s Interests ....................................................................................................................... 19
Selected Possible Policy Options ................................................................................................... 20
Research and Development ..................................................................................................... 20
Authorize and Appropriate Funding for a USGS Assessment ................................................. 20
Support and Encourage Greater Exploration for REE ............................................................. 20
Establish a Stockpile ................................................................................................................ 20
Hearings on Rare Earths and Related Legislation in the 113th Congress ....................................... 21
Executive Branch Activities........................................................................................................... 22
Department of Energy ............................................................................................................. 22
Department of the Interior ....................................................................................................... 22
Department of Defense ............................................................................................................ 23
Other Federal Agencies ........................................................................................................... 23
White House Office of Science and Technology Policy .......................................................... 24