G7密谋对中国出口加税,设定稀土价格下限,废掉中国稀土这张王牌

Group 1 - The G7 and EU are planning to counter China's influence in the rare earth market by setting a price floor and imposing tariffs on certain Chinese rare earth exports [1][3] - A recent meeting in Chicago focused solely on achieving self-sufficiency in the rare earth sector, with Australia also participating [1] - The G7 aims to protect profits for its rare earth companies while creating trade barriers to mitigate China's price advantage [1][3] Group 2 - There is a lack of consensus within the G7 and EU regarding foreign investment regulations in the rare earth sector and whether to exclude Chinese rare earth quotas from public procurement [3][5] - China's exports of rare earth magnets to the EU increased by 21% in August, while exports to the US decreased by 5%, highlighting the complexities of the current situation [3][5] - The G7 and EU face significant challenges in establishing a mature rare earth supply chain and determining pricing strategies, given China's dominant control over 92% of global rare earth processing [3][5] Group 3 - The EU relies entirely on China for certain rare earth types, complicating efforts to create a "rare earth national team" due to institutional limitations [5] - Even if the West successfully builds a self-sufficient rare earth supply chain, pricing remains a critical hurdle, as setting a price floor could lead to higher costs compared to Chinese rare earths [5][7] - The envisioned self-sufficiency by the G7 and EU may result in a situation where they cannot compete internationally with China's rare earths, potentially leading to adverse economic consequences [7]