稀土这牌是为特朗普准备的，欧盟和印度只是顺手！

Group 1 - China's control over rare earth elements primarily impacts the United States, followed by the European Union and India [1] - The U.S. military industry is significantly affected, with the production of F-35 fighter jets facing potential shutdown due to rare earth shortages [1] - The automotive industry in the U.S. is also severely impacted, with companies like Tesla and Ford adjusting production lines due to shortages of neodymium magnets [3] Group 2 - The U.S. has softened its stance, with Treasury Secretary Yellen expressing a desire for China to expedite rare earth exports [4] - The European Union is less aware of the situation's severity, with officials like von der Leyen and Karas urging China to lift export restrictions while simultaneously imposing tariffs on Chinese electric vehicles [5][7] - German automakers, such as Volkswagen and BMW, are facing production line shutdowns due to magnet shortages, with electric vehicle production capacity potentially decreasing by 30% [6] Group 3 - India's automotive industry is on the brink of stagnation, with domestic companies facing depleting inventories and potential production halts if new supplies are not secured [12] - Despite having the fifth-largest rare earth reserves globally, India is unlikely to achieve self-sufficiency in the short term due to outdated extraction and refining technologies [13]