中国下达禁令后，担忧的事发生？“两个内鬼”终于被曝光，4000吨稀土已被转运美国！

Core Viewpoint - China has implemented a significant ban on the export of hard rare earth materials such as gallium, germanium, and antimony to the United States, with strict penalties for any organization or individual involved in the transfer of these materials to the U.S. [1] Group 1: Export Ban and Circumvention - Despite the ban, Thailand and Mexico have become key transit points for rare earth exports to the U.S., with their combined exports surpassing the total of the past three years from 2023 to April 2024 [3] - The amount of antimony exported from Thailand and Mexico to the U.S. has reached over 3,800 tons, significantly exceeding the total U.S. imports of antimony over the past three years [3] Group 2: U.S. Demand and Procurement Strategies - U.S. buyers are collaborating with logistics companies in Thailand and Mexico to purchase large quantities of rare earths, which are then repackaged and disguised as other metals or crafts for export to the U.S. [3][4] - A U.S. company executive revealed that they procure 200 kilograms of rare earths monthly through these methods, highlighting the strong demand for rare earths in the U.S. market [4] Group 3: China's Response and Regulatory Measures - China has heightened its scrutiny of rare earth exports, particularly in response to the significant imports of antimony by Thailand and Mexico, which are suspected to be sourced from Chinese materials [4] - A new traceability mechanism has been introduced by China to monitor the flow of rare earths from export to usage, ensuring strict regulation at every stage [4] Group 4: Strategic Importance of Rare Earths - The strategic importance of rare earths is underscored by the fact that the U.S. military relies heavily on these materials for key components in weapons systems, with significant quantities required for advanced military technology [5] - Despite having rich rare earth resources, the U.S. faces challenges in commercializing these due to a lack of suitable mining and refining facilities [5] Group 5: International Resource Competition - The competition for rare earth resources is intensifying globally, necessitating China to strengthen its protective measures and enforce strict policies to prevent illegal transfers [7] - China aims to maintain its resource advantages and ensure that its interests are not compromised in the international resource competition [7]