Core Insights - China's rare earth export controls have become a significant challenge, as these materials are crucial for modern industries and national competitiveness [2] - The illegal transfer of rare earths through countries like Thailand and Mexico has raised concerns, with a notable increase in antimony oxide imports to the U.S. suggesting potential circumvention of Chinese export restrictions [3] - The global demand for rare earths, particularly in sectors like semiconductors and renewable energy, has led to a profit-driven illegal trade, where countries buy low from China and sell high [5] Industry Response - China needs to enhance its traceability capabilities for rare earth products, implementing a comprehensive tracking system throughout the product lifecycle [7] - There is a need for stricter audits of the smelting and processing capabilities of countries with increased trade, such as Thailand and Mexico, to prevent illegal exports [8] - Increasing penalties for illegal export activities is essential, including hefty fines and blacklisting violators from the rare earth industry to deter illicit trade [10]
担心的事终于发生!数千吨稀土被运往美国,两个国家充当了帮凶
Sou Hu Cai Jing·2025-07-15 04:45