Group 1 - China has tightened its grip on rare earth exports, which is critical for the U.S. military and technology sectors, despite recent agreements to lower tariffs and pause trade hostilities [1][3][10] - The U.S. initially believed that significant tariff concessions would lead China to ease restrictions on rare earth exports, but China did not comply, leaving the U.S. in a precarious position [5][15] - The U.S. defense sector relies heavily on rare earth elements, with 87% of the supply chain controlled by China, indicating that any disruption could severely impact over 1,000 weapon systems [10][11] Group 2 - The U.S. has responded aggressively with measures such as banning exports of engines to Chinese aircraft and imposing restrictions on technology companies, revealing a sense of strategic anxiety [12][13] - Major industries, including automotive and technology, are feeling the pressure from the lack of access to Chinese rare earth materials, leading to significant financial losses and operational challenges [14][17] - The ongoing conflict over rare earths highlights a critical truth: the global supply chain is not easily manipulated by the U.S., as key production capabilities are concentrated in China [17]
没想到中国卡住稀土不放!中美日内瓦协议后:美国报复已火力全开
Sou Hu Cai Jing·2025-06-05 09:57