美国疯狂囤积铜这是为稀土大战准备筹码吗？未来稀土牌要怎么打？

Group 1 - The core issue is the escalating global rare earth conflict, with the US and Europe facing severe shortages, particularly in rare earth magnets, which are critical for their industries [1][2] - The EU's ambassador to China expressed urgent need for cooperation from China to resolve the rare earth supply crisis, indicating a shift in Europe's previously strong stance [1][2] - China's dominance in the rare earth market, controlling approximately 90% of global supply, leaves Europe with limited alternatives, forcing them to seek assistance from China [1][2] Group 2 - The US is also experiencing a shortage of rare earths, prompting a strategic pivot towards copper as an alternative resource, with imports exceeding 500,000 tons in a few months [3][4] - The surge in copper imports is driven by fears of potential tariffs and a strategy to leverage copper in negotiations with China, highlighting the interdependence of the two economies [4][7] - Despite the importance of copper, its strategic value is considered limited compared to rare earths, as the US's reliance on copper is not as critical as Europe's dependence on rare earths [7][9] Group 3 - The ongoing trade war between the US and China is characterized as a long-term economic conflict, with both sides continuously adapting their strategies [9][12] - Recent indications of progress in US-China trade negotiations suggest that rare earths have become a pivotal point in the discussions, with potential easing of restrictions being considered [12][13] - The evolving international landscape necessitates vigilance and adaptability from both the US and China, as the competition for resources continues to shape their economic strategies [15][16]