中美磋商开启，美国三大部长施压中国解禁稀土！人民日报敲响钟声

Core Points - The U.S. is pressuring China to lift restrictions on rare earth exports, revealing its anxiety over the trade situation [1][3] - China's rare earth exports fell by 34% in May, with significant impacts on military-grade materials [3][5] - The U.S. faces a long and costly process to rebuild its rare earth supply chain, estimated to take 8-10 years and require hundreds of billions of dollars [5] - The trade war is reshaping global supply chains, with China transitioning from a reactive stance to a rule-setting position [3][5] - The U.S. is experiencing a dual challenge of needing to constrain China while simultaneously relying on its resources [5][9] Group 1: U.S.-China Trade Negotiations - The U.S. delegation, including key economic officials, is demanding China restore rare earth exports to April levels [1] - There is a disconnect in the negotiations, with the U.S. pushing for concessions while China calls for the removal of recent export restrictions [5][9] - The U.S. has violated previous agreements, such as the Geneva consensus, which has weakened the economic relationship [7] Group 2: China's Strategic Position - China holds significant leverage in the rare earth market, controlling 92% of refining and 99% of heavy rare earth processing [3] - The country is also advancing in other strategic sectors like renewable materials and biotechnology, further enhancing its bargaining power [5][9] - China's customs data shows a sharp decline in graphite electrode exports to the U.S., critical for the American steel industry [7] Group 3: Economic Implications - A complete decoupling of U.S.-China technology could lead to a global GDP decline of $1.5 trillion, equivalent to the entire economy of Australia [7] - The ongoing trade tensions are detrimental to both nations, with the U.S. potentially facing greater losses if it continues its current approach [9]