中方给稀土上“新锁”，特朗普察觉情况不对，迅速对华收回一禁令

Core Viewpoint - China has implemented stricter controls on rare earth exports, prompting a significant shift in the U.S. stance, as evidenced by Trump's withdrawal of a ban on ethane exports to China [1][11]. Group 1: Rare Earth Industry Control - Rare earths are essential for various modern industries, including smartphones, electric vehicles, aerospace, and defense [3]. - China, as the largest producer and exporter of rare earths, is enhancing management of the rare earth industry to ensure sustainable development and resource utilization [3][5]. - In February, China restricted the export of seven key rare earths, signaling a warning to external parties regarding its technology and resources [5]. - In April, rare earth magnets were included in an export licensing system, tightening control over the entire industry chain [5][9]. - A new regulation requires rare earth companies to report detailed information about their technical personnel, aimed at protecting core technologies and ensuring national security [9][11]. Group 2: U.S. Response and Ethane Export Ban - The U.S. faced challenges due to China's strict rare earth controls, leading to a sudden ban on ethane exports to pressure China [11][13]. - Ethane is a crucial chemical raw material, and the U.S. has been a major global producer, especially after the shale gas revolution [13]. - The ban resulted in significant issues for U.S. ethane exporters, as China is the largest importer, accounting for about half of U.S. ethane exports [15]. - Following the ban, U.S. companies experienced inventory buildup and increased storage costs, highlighting the impracticality of the ban [15][17]. - After China’s new policy on rare earth personnel, the U.S. announced a partial lifting of the ethane export ban, but with strict conditions that limit operational flexibility for U.S. companies [19][21]. - This situation reflects a reluctant compromise by the Trump administration in the ongoing trade conflict, demonstrating the impact of China's rare earth policies on global resource management [21][23].