中方后手见效，特朗普无计可施，局势有变，美国还想打通中方电话

Group 1 - China's countermeasures in the rare earth sector have proven effective, as the U.S. is still facing challenges regarding rare earth shortages despite recent talks [1][2][11] - The U.S. is heavily reliant on China for rare earth processing, with 92% of global processing capacity located in China, making it difficult for U.S. companies to establish an independent supply chain [4][6] - The U.S. Department of Defense's ambitions to build a complete supply chain by 2027 are unrealistic, as it may take at least a decade to reduce dependence on Chinese rare earths [4][6] Group 2 - The price of critical rare earth elements has surged, with terbium and dysprosium prices increasing by 210%, impacting major defense projects like the B-21 bomber and F-35 fighter jet [8][10] - The U.S. military-industrial complex is feeling the pressure from China's rare earth regulations, which have led to production delays and increased costs [8][10] - The U.S. is seeking dialogue with China to resolve the rare earth issue, indicating a sense of urgency in negotiations [11][17] Group 3 - China's rare earth export controls are strategic and targeted, affecting only specific categories while allowing the export of lighter rare earths, which comprise 75% of consumption [18][20] - The ongoing trade tensions have led to significant market reactions, including a 14% drop in the stock of a U.S. rare earth mining company following China's introduction of a renminbi-denominated index [20][22] - The current geopolitical landscape suggests that attempts to use tariffs to alter trade dynamics may backfire, as evidenced by the challenges faced by the U.S. in the rare earth sector [22]