危险信号来临：美国绕过中国出口禁令，由第三国获取大批关键矿产

Group 1 - The core issue of the article revolves around the ongoing trade conflict between China and the United States over rare earth elements and critical minerals, highlighting the complexities of international supply chains and the effectiveness of China's export restrictions [1][4] - China announced a ban on the export of strategic minerals such as antimony, gallium, and germanium in December 2024, which was initially perceived as a strategic advantage for China in the trade war [1][4] - However, U.S. companies quickly adapted by sourcing these critical minerals through third countries, indicating a significant shift in the supply chain dynamics [4][5] Group 2 - The article discusses how U.S. imports of antimony oxide from Thailand and Mexico surged to 3,834 tons between December 2024 and April 2025, nearly matching the total imports from the previous three years [4] - It raises concerns about the effectiveness of China's regulatory measures, as minerals can be repackaged and labeled in third countries, allowing them to enter the U.S. market without restrictions [5][8] - The article suggests that the current situation reflects a historical pattern where both countries have used similar tactics to circumvent trade barriers, undermining the effectiveness of China's export bans [8] Group 3 - The U.S. Department of Defense aims to diversify its supply sources to reduce reliance on China, indicating a strategic shift in sourcing critical minerals from regions like Africa and Canada [8] - The European Union is also considering establishing mineral transit routes in Southeast Asia, signaling a growing international competition for mineral resources [8] - The article emphasizes the need for China to implement effective countermeasures, such as additional taxes on transshipment activities and enhanced regulatory oversight in ASEAN countries [10]