赖岳谦：稀土应该让美国吃饱，但不能有存粮，下次想吃再来找我们

Group 1 - China holds a dominant monopoly in the global supply of rare earth metals, particularly samarium, which are primarily used for military purposes. This has created significant challenges for Western countries, especially the U.S., in replenishing military stockpiles, exposing vulnerabilities in the U.S. military supply chain [1] - The ongoing trade tensions have led to a tit-for-tat strategy, where China uses its control over rare earths as leverage against U.S. actions, such as engine bans and chip restrictions. This dynamic illustrates China's strategic advantage in the current geopolitical landscape [1] - European companies that refuse to accept Chinese supervision for rare earth imports are facing factory closures, which could lead to widespread unemployment across Europe if export controls remain in place [1][7] Group 2 - Some German companies are willing to accept Chinese supervision and have successfully obtained rare earth import licenses by providing comprehensive usage data. This situation presents a dilemma for businesses: risk closure or comply with Chinese demands [3] - The U.S. has been in a precarious position, relying on limited supplies while facing the threat of a prolonged supply shortage. This dependency could force the U.S. to compromise during negotiations with China [3] - Although the U.S. has domestic rare earth resources, a more viable strategy would be to mine these resources and then refine them in China, as relying solely on Chinese supplies is unsustainable in the long term [5] Group 3 - Several European automakers have begun shutting down production lines due to the inability to secure rare earth supplies from China, leading to potential layoffs and factory closures across the continent [7] - The automotive industry is actively seeking alternatives to mitigate China's dominance in rare earth magnets, indicating a race among manufacturers to find solutions to this supply chain challenge [8]