Workflow
中国严格管制下,美国仍能买到关键矿产,外媒给我们指出关键漏洞
Sou Hu Cai Jing·2025-07-13 09:57

Group 1 - The article discusses how the U.S. is circumventing Chinese regulations to obtain critical minerals, particularly focusing on the trade dynamics between the two countries [1][3] - Despite China's export bans on elements like antimony, gallium, and germanium, the U.S. continues to receive significant amounts of these minerals through third countries such as Thailand and Mexico [1][3] - In a short period from December 2024 to April 2025, the U.S. imported 3,834 tons of antimony oxide from Thailand and Mexico, surpassing the total imports from the previous three years [3] Group 2 - Thailand and Mexico have emerged as the top three export markets for Chinese antimony, despite not being in the top ten in 2023, indicating a shift in trade routes [3][5] - The involvement of Chinese companies in these transactions highlights a loophole in the export controls, as they assist in the transfer of these minerals to the U.S. [5] - The article suggests that the U.S. imports of antimony, gallium, and germanium are expected to reach or exceed pre-ban levels, despite price increases [5] Group 3 - The article proposes that China should implement measures similar to those used in the rare earth industry, such as an electronic tracking system for exports, to monitor and control the flow of critical minerals [7] - It emphasizes the need for stricter regulations not only for critical minerals but also for other sensitive materials related to national security [7]