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几个菜啊,“G7竟想设稀土价格下限,还要对中国出口加税”
Guan Cha Zhe Wang·2025-09-25 00:44

Core Viewpoint - The G7 and EU are planning to impose a price floor on rare earths and consider tariffs on Chinese exports, reflecting their reliance on China for critical minerals and the need to enhance domestic production capabilities [1][2][5]. Group 1: G7 and EU Actions - The G7 is discussing the implementation of a price floor for rare earths to stimulate production and is considering tariffs based on the non-renewable energy used in production [2][5]. - Australia is also contemplating a price floor for critical mineral projects, while Canada is positively inclined but has not committed to action [2]. - The EU is exploring various strategies, including price floors and joint procurement, but has yet to make definitive decisions [2]. Group 2: China's Dominance in Rare Earths - China holds over 60% of global rare earth production and dominates processing with a 92% share, indicating a near-monopoly in the sector [5]. - The U.S. Geological Survey reported that 70% of U.S. rare earth imports came from China between 2020 and 2023, highlighting the dependency on Chinese supply [5]. - Following China's export controls on key rare earth elements, Western nations are investing heavily to develop non-Chinese supply chains [5][6]. Group 3: Strategic Importance of Rare Earths - Rare earths are critical for advanced industries, including electric vehicles, aerospace, and renewable energy, underscoring their strategic importance [5]. - The recent discussions among G7 nations reflect a growing concern over supply chain security and the need to reduce reliance on China [1][6].