Group 1 - The EU demands that China must loosen its control over rare earth elements, indicating a significant geopolitical shift in trade dynamics [1] - The U.S. is willing to lift export restrictions on H20 computing chips, EDA design software, and C919 engines in exchange for rare earth supplies from China, highlighting the strategic importance of these materials [1] - The ongoing U.S.-China trade war has led to a temporary 90-day extension of tariffs, with rare earths being a pivotal factor in negotiations [1] Group 2 - Rare earth elements are described as "industrial vitamins," essential for advanced technologies such as the F-35 fighter jet, semiconductor chips, electric vehicles, and robotics, underscoring their critical role in modern industry [2] - The U.S. automotive, military, and AI sectors are increasingly anxious about potential supply disruptions of rare earths, which could lead to production line failures [2] Group 3 - China holds a dominant position in the global rare earth market, controlling 70% of the resources and 90% of processing capacity and refining technology, a result of decades of strategic planning [3] - The trade war has placed Western countries in a difficult position, as rebuilding a complete supply chain for rare earths could take 5 to 10 years [3] - China's long-term strategy of supplying rare earths at low prices has allowed it to establish a monopoly, which is now being leveraged in the current geopolitical climate [3]
稀土这张王牌现在打出来,才知道中国的高明和伟大
Sou Hu Cai Jing·2025-08-11 00:38