4国联手围堵中国稀土？特朗普“真正算盘”曝光，中方早有打算

Group 1 - The US, Japan, Australia, and India are collaborating to diversify the rare earth supply chain to reduce dependence on China, which currently controls 90% of global rare earth production [1][3][5] - In 2023, global demand for rare earths reached approximately 300,000 tons, with China's domestic demand accounting for over 70% [3][5] - The G7 summit highlighted a goal for the four-nation alliance to increase non-China rare earth supply to over 30% by 2025, aiming to mitigate risks associated with reliance on China [3][5] Group 2 - The US is concerned that China's control over rare earths could hinder global industrial upgrades, with 90% of the defense industry's rare earths being imported, indicating significant risk [5][7] - In 2023, 80% of the US's rare earth imports met domestic demand, underscoring the vulnerability of the US supply chain [5][7] - China has proactively invested in rare earth reserves and improved extraction efficiency by over 20%, maintaining a strong production capacity of over 1 million tons annually [5][7] Group 3 - The extraction technology for rare earths is significantly advanced in China, making it difficult for other countries to replicate in the short term, which may lead to increased global costs [7] - Long-term cooperation with China is likely necessary for other countries, as China's approach emphasizes mutual benefits rather than competition [7]