印度政府要求国企停止出口稀土

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

印度政府要求国企停止出口稀土

2025-06-20 09:10:22 来源：中国稀金谷大数据责任编辑：潘利军

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据矿业期刊（Mining Weekly）报道，印度政府已经要求该国唯一的稀土矿商国家稀土公司（IREL）停止出口，而将重点放在满足国内需求。

路透社报道称，印度商务部长皮尤什·戈亚尔（Piyush Goyal）最近在接见汽车和其他行业企业高管时要求IREL公司停止出口稀土，特别是钕。

一项特别令人担忧的是印度与日本政府间的协议，它要求IREL向丰田通商株式会社（Toyotsu）供应稀土，丰田通商（Toyota Tsusho）在印度的稀土子公司对其进行加工并出口到日本。

去年底，来自华盛顿特区的智库战略和国际研究中心（Center for Strategic & International Studies，CSIS）曾称赞IREL-Toyota的协议可供美国借鉴。

“由于IREL是印度国有企业，因此可以成为重要的战略伙伴”，CSIS夫研究员阿克沙特·辛格（Akshat Singh）认为。

路透社的一位消息人士称，由于国内缺少加工能力，IREL一直在出口稀土矿，但由于国际局势变化，目前的重点已经转向国内开采加工。他又说，IREL公司正在等待四个矿场的法定许可。

不过，这位消息人士提醒，印度不会立刻停止对日本出口，原因是两国政府之间的双边协议。

IREL希望此事“能够通过友好协商解决，因为日本是一个友好国家”。

印度稀土战略公布之前，该国在今年早些时候就已经启动了“国家关键矿产计划”（National Critical Mineral Mission），与“发达印度”（Viksit Bharat）计划目标一致。其目的是为印度的绿色能源转型和其他战略领域提供可靠的关键矿产的供应。

上个月，安永印度公司首席政策咨询师D.K.斯里瓦斯塔瓦（D.K. Srivastava）称，稀土对于印度的增长至关重要。

“任何短缺都将成为增长和就业的实质性瓶颈。为了实现印度的‘发达国家’愿景，（印度自力更生）战略要求发展并控制稀土元素的开采和加工”，他说。

“印度拥有大量的稀土资源。现在需要做的就是加快稀土开采并在国内发展稀土加工技术”。

“展望未来，中央、邦政府以及私营部门需要追加投入大量资金，用于稀土领域的研发。此外，还需要同缅甸、越南、巴西、南非和坦桑尼亚等已知稀土储量丰富的国家建立战略伙伴关系”。

据美国地质调查局（USGS）数据，2024年全球稀土产量为39万吨。其中，印度稀土产量为2900吨，居世界第七位。

印度稀土储量为960万吨，居世界第三位。

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印度政府要求国企停止出口稀土

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