关税大棒逼中国10天内让步，王毅淡然四字回应，全球稀土格局要变

Core Points - The article discusses the escalating tensions between the U.S. and China regarding rare earth elements, with a critical deadline approaching on July 8, which marks the end of a tariff suspension period [3][6] - The U.S. is particularly anxious due to its heavy reliance on China for rare earth supplies, with 80% of its needs being imported from China [7][9] - China's response, articulated by Wang Yi, emphasizes a cooperative yet principled approach, encapsulated in the phrase "和而不同" (harmony without uniformity), indicating a willingness to dialogue without yielding to threats [13][15][18] U.S. Concerns - The U.S. Department of Defense has issued a report indicating that the rare earth shortage warning index has reached its highest level in a decade, highlighting both economic and national security risks [10][11] - Major defense contractors have warned the Pentagon that delays in rare earth supplies could impact critical military projects [9] China's Strategy - China's approach to the U.S. ultimatum involves a structured management of rare earth exports, asserting that all applications will be approved according to legal standards, thereby maintaining control over the export process [34][35] - This strategy aligns with WTO rules and allows China to manage exports flexibly while countering U.S. pressure [35][39] Global Reactions - The situation has caused global concern, with rare earth prices spiking by 12% within 24 hours and trading volumes at the London Metal Exchange reaching a three-year high [24] - European and Japanese markets are particularly sensitive to the potential disruption of rare earth supplies, with both regions expressing urgency for dialogue to resolve the conflict [26][28] - The United Nations Conference on Trade and Development has warned that a significant disruption in global rare earth supplies could lead to losses exceeding $2.8 trillion in the high-tech sector [30] Implications for Future Relations - The article suggests that the ongoing tensions are not merely about rare earths but also about redefining global resource governance, with China positioning itself as a key player in establishing new rules [37][39] - The concept of "和而不同" reflects a desire for a cooperative framework that acknowledges differences while seeking common interests, indicating a potential shift in how global relations may evolve [39][41]