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中国用稀土深度扼杀,美国国防巨头沉默不语,但痛苦才刚刚开始
Sou Hu Cai Jing·2025-08-13 15:10

Group 1 - China's recent escalation of rare earth export controls has caused significant concern in the United States, highlighting a shift in power dynamics [1] - China holds approximately 85% of the world's rare earth resources, making it crucial for high-tech industries globally, including smartphones, computers, and military equipment like the F-35 fighter jet [3] - Historically, China sold rare earths at extremely low prices, lacking pricing power and technology, while the U.S. profited from high-end products made from these resources [5] Group 2 - The U.S. has relied heavily on Chinese rare earth imports, with 78% of its total demand met by China last year, despite public claims of wanting to reduce dependency [11] - A U.S. Department of Defense report indicated that if China were to completely cut off rare earth supplies, U.S. weapon production would halt within six months, underscoring the critical nature of these materials for the military [11] - China is not only controlling raw material supply but is also advancing in downstream industries such as electric vehicles and wind power, which are key applications for rare earths [12] Group 3 - The U.S. attempts to find alternative rare earth sources in countries like Australia and Canada face challenges due to a lack of processing technology, which could take 10 to 15 years to develop [13] - China's actions are framed as legitimate business practices rather than retaliation, emphasizing a shift in the balance of power and the need for new rules in the industry [13] - The narrative suggests that any attempts to undermine China's position will ultimately backfire, as the U.S. faces increasing challenges in its military and high-tech sectors [13]