Core Viewpoint - Despite China's restrictions on rare earth exports, a significant amount of rare earths has been illegally transported to the United States, with 3,834 tons being shipped through third countries, raising concerns about the underlying issues and the impact on China's rare earth industry [1][3]. Group 1: Illegal Transport and Corporate Behavior - A notable increase in the import of antimony oxides by the U.S. from Thailand and Mexico, totaling 3,834 tons from December 2024 to April 2025, highlights the role of certain Chinese companies that mislabel rare earths as conventional metals to evade regulations [1][3]. - Some Chinese enterprises are prioritizing short-term profits over national interests, engaging in deceptive practices to export rare earths to third countries before reaching the U.S., which undermines international trade order and negatively impacts China's rare earth industry [3][5]. Group 2: Government Response and Strategic Implications - China has initiated a comprehensive crackdown on illegal rare earth exports, enhancing tracking and inspection of production and transportation processes, and increasing penalties for violations to prevent illegal outflows [5][8]. - The rare earth issue has become a critical focal point in U.S.-China trade relations, with potential to escalate trade tensions and affect cooperation in other areas, as rare earths are vital for high-tech industries and national defense [5][8].
禁令没效果?3834吨稀土运往美国,中国揪出两个“帮凶”,迅速出手反制
Sou Hu Cai Jing·2025-07-13 09:23