急了，事关稀土，美国不允许乌克兰对中国做这件事！乌会答应吗？

Core Viewpoint - The United States is increasingly anxious about its access to rare earth resources, leading to demands on Ukraine to prevent Chinese companies from entering its rare earth market, particularly during the post-war reconstruction phase [1][3]. Group 1: U.S. Demands and Ukraine's Position - The U.S. has reiterated its demand to Ukraine to block Chinese enterprises from accessing its rare earth resources, highlighting the urgency of U.S. needs in this sector [1]. - The majority of Ukraine's rare earth deposits are located in conflict zones, making extraction challenging and uncertain [3]. - Ukraine's total rare earth reserves are estimated between 500,000 to 1.5 million tons, with approximately 300,000 tons being heavy rare earths critical for the U.S. military [3]. Group 2: China's Dominance in Rare Earths - China holds over 44 million tons of proven rare earth reserves, accounting for more than 37% of the global total, solidifying its dominant position in the market [3][5]. - The country not only possesses abundant resources but also leads in rare earth extraction technology, controlling about 90% of the global production capacity [5][6]. - China's strategic investments in the rare earth industry over the past three decades have established its monopolistic status, despite environmental costs [5]. Group 3: Implications for U.S. Strategy - The ongoing conflict in Ukraine raises questions about the feasibility of U.S. demands, as prolonged warfare may render Ukraine's rare earth resources less relevant [3]. - Even if Ukraine complies with U.S. demands, China's established dominance and technological superiority in rare earth extraction mean that U.S. efforts may have limited impact [6]. - The integration of China's rare earth industry into a few state-controlled entities has enhanced its market power and control over global supply chains [6].