欧盟懵了！求稀土不成反被“卡脖子”，先收到一份5年加税通知

Group 1 - The EU is facing a severe supply chain crisis due to a shortage of rare earth magnets, with European companies expressing "fear" over the situation, as highlighted by the EU Ambassador to China, Toledo [1][3] - China has imposed a 43% anti-dumping tax on stainless steel billets from the EU and the UK, effective from July 1, indicating a strategic response to the EU's demands regarding rare earth exports [1][5] - The EU's dependency on China for rare earth supplies is critical, with 98% of its rare earth supply sourced from China, leading to skyrocketing prices for essential metals like dysprosium and terbium [1][3] Group 2 - China's export control measures are not arbitrary but are part of a structured regulatory framework, with the Ministry of Industry and Information Technology requiring rare earth companies to submit core technical personnel lists [3][5] - The EU's contradictory stance of seeking rare earth supply while simultaneously restricting Chinese medical device companies highlights its precarious position in the trade relationship [3][5] - The EU aims to reduce its reliance on Chinese rare earths by 2026 and achieve 40% domestic processing by 2030, but challenges such as environmental concerns and technological limitations hinder progress [5][7] Group 3 - The geopolitical context of the rare earth supply chain has escalated beyond mere trade disputes, with the situation reflecting a broader struggle for global supply chain governance [7] - The urgency of the situation is underscored by the impending deadline for the US to impose tariffs on EU automobiles, further complicating the EU's position [7]