Group 1 - China's recent export control on rare earths has caused a significant surge in prices, with terbium rising by 210% and dysprosium prices in Europe tripling [2][4] - The U.S. heavily relies on China for rare earths, with 70% of its imports coming from China, highlighting China's dominance in the global rare earth supply chain [4][6] - The price of terbium has skyrocketed from $965 per kilogram to $3000, while dysprosium has increased to $850 per kilogram, reflecting a critical shortage in overseas inventories [4][6] Group 2 - Rare earth elements are essential for various industries, including electric vehicles, robotics, and military applications, making them a strategic asset for China [6][10] - The U.S. is attempting to negotiate a reduction in tariffs on Chinese goods in exchange for rare earths, indicating a strategic maneuver rather than genuine concession [8][10] - China's approach to rare earths is evolving from raw material exportation to controlling the entire supply chain, including production of advanced materials and technologies [10]
稀土暴涨210%,中国动真格,白宫有人递来软话,我们要慎防一件事
Sou Hu Cai Jing·2025-05-15 01:56