Group 1 - The Chinese Ministry of Commerce issued a warning to South Korean companies, indicating that firms like Samsung and POSCO are suspected of selling processed rare earths from China to U.S. military giants, which could undermine China's strategic security [1] - China holds 40% of global rare earth reserves and contributes 70% of production and 90% of refining capacity, establishing a complete industrial chain from mining to application [6] - The U.S. military's dependency on Chinese rare earths is significant, with each F-35 fighter jet requiring 417 kilograms of rare earths, leading to production line vulnerabilities if supply is disrupted [6] Group 2 - China has implemented multiple defenses against rare earth smuggling, including advanced detection systems that can identify rare earth components with precision, achieving a 87% increase in smuggling detection rates compared to 2024 [6] - The control over rare earths is part of a broader strategy for technological dominance, as seen in the development of proprietary technologies that bypass Western patent barriers, enhancing China's global competitiveness [8][11] - South Korea's attempts to navigate the U.S.-China rivalry by reselling Chinese rare earths may backfire, as they lack the technology to process these materials effectively due to China's patent restrictions [12]
刚发布禁令,韩国就偷售中国稀土给美,中方反制:稀土以后别想了