8国联合出手，澳大利亚想对中国稀土加税，54万吨油菜籽白买了？

Core Viewpoint - The G7 and the EU are planning to intervene in China's rare earth market by setting a price floor and imposing tariffs and carbon taxes on certain Chinese rare earth exports, aiming to sanction China's rare earth industry [1] Group 1: Rare Earth Market Dynamics - Australia, which previously exported 540,000 tons of canola to China, is now leaning towards the US and preparing to take action regarding China's rare earth resources, raising questions about the future of cooperation [3] - The G7 and Australia's new plan for the rare earth supply chain appears to be an attempt to reduce dependence on China, highlighting China's dominant position in the global rare earth sector, which causes anxiety among the US and Western countries [3] - China's export controls on critical minerals implemented in April have led to concerns among Western companies reliant on Chinese rare earths, with calls for addressing a potential "rare earth shortage" [3] Group 2: US and Australia Relations - The US Department of Defense has invested hundreds of millions in American rare earth companies to address the shortfall in the rare earth sector, emphasizing the critical reliance of advanced industries on rare earths [5] - Australia's position is complex; while it seeks to assert its importance in the rare earth supply chain through G7 collaboration, it continues to align with the US, potentially jeopardizing its own trade interests with China [5] - Australia's dependence on China for processing its rare earth resources complicates its stance against China, as any dissatisfaction from China could risk its exports, including canola [5] Group 3: Canada and Trade Lessons - Canada, once a major supplier of canola to China, faced backlash from China due to discriminatory trade practices, leading to anti-dumping duties on Canadian canola, serving as a cautionary tale for Australia [6] - The recent trade dynamics between China and Australia, particularly in canola, have become precarious as Australia openly seeks to reduce reliance on China while attempting to develop its own rare earth industry to support the US [6] Group 4: Global Implications - The shift in Australia's approach towards rare earths raises concerns about the stability of global supply chains, as conflicts over rare earth issues could adversely affect both China and Australia's economic interests [7]