稀土暴涨210%，中国动了真格，白宫有人递来软话，我们要慎防一件事

Core Insights - China's export control on rare earth elements has significantly impacted the high-tech industries in Europe and the US, leading to a surge in prices for dysprosium and terbium, reaching $850/kg and $3000/kg respectively [2] - The US Treasury Secretary's call for constructive dialogue comes after the US military's realization of its dependency on rare earth imports, highlighting a shift in the narrative from confrontation to negotiation [4] - The rare earth supply chain's vulnerability has been exposed, with Western companies facing a critical choice: either establish manufacturing in China or pay exorbitant prices for second-hand rare earth materials [6] Group 1 - China's rare earth export control is a strategic move that targets critical components for military and green technologies, affecting 80% of US rare earth imports [2] - The price increase in rare earth elements is a direct consequence of China's control measures, which has left Western countries scrambling for alternatives [4] - The situation reflects a broader geopolitical struggle, where control over key materials translates into strategic advantages in technology and defense [6] Group 2 - The US's previous aggressive trade policies towards China, such as tariffs and restrictions on semiconductors, are now being reconsidered in light of the rare earth crisis [4] - There is a growing concern about potential smuggling and illegal trade of rare earths due to the significant price differences, prompting calls for stricter customs enforcement [4] - The ongoing rare earth competition emphasizes the importance of material control in the context of national security and technological advancement [6]