缅甸经美国游说公司吁华盛顿投资其稀土行业：主要矿区不在军政府控制之下
路透社 11 月 10 日报道，华盛顿游说公司 DCI Group 11 月 9 日代表缅甸新闻部发布简报，呼吁美国把缅甸当作「关键矿产优先事项」，迅速加大对缅甸稀土矿的投资，称矿产是美缅关系深化的天然切入点。
缅甸是全球重稀土的主要来源之一，产量绝大部分运往中国加工。路透社援引估算称，缅甸 2023 年对华稀土供应价值约 14 亿美元，占中国稀土原料进口的大头；中国生产全球约九成的稀土磁体。美国国务院近期一份战略文件提出，要为美国企业争取至少三项价值 500 万美元以上的缅甸商业或投资交易。
但路透社同时指出，缅甸主要稀土矿区大多不在军政府直接控制之下：克钦邦的 Chipwi 与 Pangwa 一带约占缅甸稀土矿的八成，克钦独立军 2024 年 10 月已从军方结盟民兵手中夺取该矿区；几乎全部缅甸稀土目前仍经卡车运往中国加工。DCI Group 与缅甸新闻部的合同 2025 年 7 月 31 日签署，年费 300 万美元，登记目的为重建美缅关系，聚焦贸易、自然资源与人道援助。美国国务院未即时回应路透社的置评请求。
关联：缅甸：美国国务院战略文件曝光 以2030年和平路径连结稀土准入与反诈合作
Myanmar Lobbies Washington to Invest in Its Rare Earths, Though the Junta Does Not Control the Main Mines
Reuters reported on November 10 that the Washington lobbying firm DCI Group published a newsletter on November 9 on behalf of Myanmar's Ministry of Information, urging the United States to treat Myanmar as a critical minerals priority and to rapidly boost investment in the country's rare-earth mines, calling minerals the natural place for a deepening relationship to grow.
Myanmar is one of the world's main sources of heavy rare earths, and most of its output is shipped to China for processing. Reuters cited an estimate that Myanmar supplied about $1.4 billion worth of rare earths to China in 2023, accounting for most of China's feedstock, while China produces about 90 percent of the world's rare-earth magnets. A recent U.S. State Department strategy document aims to secure at least three major commercial or investment deals valued above $5 million each for U.S. companies in Myanmar.
Reuters noted, however, that the main mining areas are mostly not under the direct control of Myanmar's military-led government: the Chipwi and Pangwa area of Kachin State accounts for about 80 percent of the country's rare-earth mines, and the Kachin Independence Army seized control of that mining area from military-aligned militias in October 2024. Nearly all rare earths mined in Myanmar are still trucked to China for processing. DCI Group's agreement with the Ministry of Information, signed on July 31, 2025, is worth $3 million a year and was registered as public-affairs work to rebuild U.S.-Myanmar relations with a focus on trade, natural resources and humanitarian relief. The State Department did not immediately respond to Reuters' request for comment.
来源：路透社
发布：GSM·美国（发布链接）
图片来源：图：缅甸军方领导人敏昂莱（资料图）。图：俄罗斯国防部，CC BY 4.0，经维基共享资源 / Myanmar's military leader Min Aung Hlaing (file photo). Photo by the Russian Ministry of Defence, CC BY 4.0, via Wikimedia Commons
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