Core Insights - The recent actions by the U.S. regarding rare earth resource acquisition have garnered significant attention, especially following China's export restrictions targeting the U.S. [1] - The U.S. managed to secretly export up to 4,000 tons of rare earths from China, which is 35 times the total amount imported by the U.S. in the past three years [1] - There are allegations of internal collusion, with two unidentified individuals facilitating this large-scale transfer [3] - In response to the resource loss, China has vowed to implement strict measures to investigate and punish those responsible while enhancing export regulations [3] Group 1 - Since China's export controls on rare earths, the U.S. has sought alternative solutions to meet its demand, turning to third-party countries like Thailand and Mexico for cooperation [5] - The import volumes from Thailand and Mexico have surged, raising suspicions as these countries were not previously significant players in rare earth imports [5][8] - A metal chemical company in Guangxi is implicated in smuggling activities, with its Thai subsidiary reportedly using covert methods to ship rare earth products to the U.S. [7] Group 2 - Up to 17 Chinese companies are suspected of assisting in smuggling activities, undermining China's export control policies and disrupting fair competition in the international rare earth market [7] - The processing capabilities for rare earths in Thailand and Mexico are limited, making their increased exports to the U.S. particularly questionable [8] - China has introduced a tracking system for rare earth exports and is conducting thorough investigations into the import activities of Thailand and Mexico to prevent similar incidents in the future [10]
美国绕道两国,4000吨稀土“失踪”案背后的真相?
Sou Hu Cai Jing·2025-08-16 05:39