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Core Viewpoint - Russia is signaling a willingness to negotiate a mutually beneficial agreement with the U.S. regarding rare earth metal trade, hoping for the lifting of sanctions on high-tech products and rare earth trade [1][3] Group 1: U.S. Rare Earth Supply Chain Challenges - The U.S. has long relied on China for rare earth supplies, which complicates its hardline policies towards China [1] - During previous U.S.-China trade tensions, rare earth supply issues created dilemmas for the U.S. government, leading to a reduction in some tariffs to alleviate the situation [1] Group 2: Russia's Rare Earth Industry Status - Russia's rare earth industry is not yet developed enough to replace Chinese supplies, with only 7,000 tons exported in 2022, primarily consisting of low-tech light rare earths [3] - The potential rare earth resources mentioned by Russia include those in newly controlled Ukrainian territories, but their development is uncertain due to ongoing territorial disputes [3] Group 3: Strategic Implications of Russia's Proposal - Putin's proposal appears to be a diplomatic strategy to ease U.S.-Russia tensions and create favorable conditions for future discussions with Trump [5] - The timing of Russia's rare earth cooperation signal coincides with Trump's announcement of an upcoming call with Putin, indicating a strategic maneuver [5] - The notion that Russia is undermining China may be overstated, as the proposal is more about Russia's self-interest rather than a direct challenge to China's dominance in the global rare earth supply chain [5]