稀土反制！中国一招掐住美国命脉，美方谈判“塞私货”遭强势回击

Core Insights - The article discusses China's strategic maneuvering in the rare earth market, particularly in relation to the U.S., highlighting a significant increase in rare earth magnet exports while simultaneously tightening controls on critical materials like antimony and germanium [1][3][5]. Group 1: China's Rare Earth Strategy - In June 2025, China's rare earth magnet exports to the U.S. surged to 352.8 tons, a 6.6-fold increase year-on-year, seemingly fulfilling trade agreements while strategically pressuring U.S. manufacturers [3][10]. - The U.S. faced a dilemma due to China's sudden increase in exports, as it had previously invested hundreds of billions to boost domestic rare earth production in response to soaring prices caused by Chinese export controls [3][10]. - China has not publicly disclosed its rare earth mining quotas for 2025, signaling a tightening of controls, which contrasts with previous practices of regular announcements [6][10]. Group 2: Impact on U.S. Defense and Technology - China's export restrictions on antimony and germanium have led to a near-total reduction in exports of these critical materials, which are essential for military, communication, and solar energy applications, directly impacting U.S. defense and renewable energy strategies [5][10]. - The U.S. has seen a dramatic drop in antimony exports to Thailand by 90% and a complete halt to exports to Mexico, indicating a targeted crackdown on smuggling networks that previously allowed U.S. companies to bypass Chinese controls [13][14]. - The Pentagon has acknowledged that some weapon production lines are facing delays due to the supply chain crisis caused by China's restrictions [17][19]. Group 3: Strategic Implications - The article suggests that China's rare earth strategy transcends mere trade conflict, positioning it as a key player in reshaping global supply chain rules through a dual approach of civilian supply and military restrictions [10][21]. - The ongoing U.S.-China strategic competition is characterized by the U.S. attempting to pressure China while simultaneously facing its own supply chain vulnerabilities, particularly in the defense sector [19][21]. - The narrative indicates a shift in global power dynamics, with China leveraging its resource control to redefine competition rules, contrasting with historical patterns of resource exploitation [21].