On September 15, 2025, following a meeting between China's Foreign Minister and Poland's Deputy Prime Minister and Foreign Minister Sikorski, Poland publicly announced that it had obtained China's rare earth supply approval. This news was like a stone thrown into a calm lake, causing ripples in the international rare earth market.



Known as the "vitamin of industry," rare earths play an irreplaceable role in high-tech industries such as aerospace, new energy, and electronics. For a long time, China has occupied a dominant position in the global rare earth market relying on its abundant rare earth resources and strong processing capabilities. However, in recent years, with the continuous growth of global demand for rare earths and the impact of factors such as geopolitics, the issue of rare earth supply has increasingly become the focus of global attention.



As one of the world's largest rare earth consumers, the United States has long been highly dependent on China's rare earth supply. Previously, the United States had conducted negotiations with China on multiple occasions, attempting to obtain more stable rare earth supplies through conditions such as technology sharing and market opening, but the results were not ideal. The fact that Poland has obtained China's rare earth supply approval in a short period of time has undoubtedly made the United States and the European Union envious.

There are two main reasons why Poland has won China's favor. On the one hand, China and Poland have always maintained a good relationship. Poland was one of the first countries to sign cooperation agreements under the "Belt and Road Initiative" and also serves as a key node of the China-Europe Railway Express. The two countries have a broad foundation for cooperation in fields such as trade and investment, and this rare earth cooperation is a manifestation of the further deepening of bilateral relations. On the other hand, Poland holds an important geographical and economic position in Europe. China's rare earth cooperation with Poland is conducive to stabilizing Europe's rare earth supply and promoting the development of Europe's new energy, high-tech and other industries.

For China, the rare earth cooperation with Poland is also a mutually beneficial and win-win choice. Through cooperation with Poland, China can further expand the international market for rare earths and enhance the international influence of its rare earth industry. At the same time, Poland has promised to ensure the smooth operation of the China-Europe Railway Express, which is of great significance to trade between China and Europe.

Of course, the rare earth cooperation between China and Poland also faces some challenges. For example, competition in the global rare earth market is becoming increasingly fierce, and the United States and the European Union may take measures to interfere with the cooperation between the two countries. In addition, the development and utilization of rare earth resources also need to take environmental protection and other issues into account.

The rare earth cooperation between China and Poland is a trial of great significance. It provides new ideas and models for the stability and development of the global rare earth market. It is believed that with the joint efforts of both sides, the rare earth cooperation between China and Poland will surely achieve complete success and make greater contributions to the economic development of both countries and the world.