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美国这就期待上了:中方会不会放宽稀土出口管制?
Guan Cha Zhe Wang·2025-05-13 09:06

Group 1 - The core issue revolves around the strategic importance of rare earth exports in the context of US-China trade relations, with both countries using tariffs and export controls as leverage [1][6] - China holds a dominant position in the rare earth market, accounting for approximately 60% of global mining and nearly 90% of refining, making it a critical player in the supply chain for various industries, including defense [3][4] - Following the recent trade negotiations, there is speculation about whether China will ease its export controls on rare earths, but experts suggest that China is unlikely to relinquish this strategic advantage [1][6][7] Group 2 - The US is actively seeking alternative sources for rare earths, such as Greenland and Ukraine, but faces significant challenges in terms of cost and development time, with new mines taking an average of 18 years to become operational [7][8] - The US lacks the necessary technology for the separation and processing of heavy rare earths, which further complicates its efforts to establish a self-sufficient supply chain [7][8] - The ongoing situation suggests that a potential reconciliation with China may be the most feasible outcome, despite the complexities involved [8]