不许中国垄断稀土？特朗普迎来外援，31国枪口对华，中企资产被抢

Core Viewpoint - The recent new rare earth policy introduced by China has drawn significant international attention, particularly from the United States, which perceives it as a monopolistic move and has initiated a series of countermeasures [1][3]. Group 1: U.S. Response and Strategy - The U.S. has issued threats, including potential cancellation of high-level meetings and imposing high tariffs on Chinese goods if China does not alter its rare earth export controls [3]. - Despite the threats, there are indications that the U.S. may consider lifting tariffs in exchange for China easing its rare earth export restrictions, suggesting a complex and fluctuating stance [3]. - The U.S. is attempting to rally allies, with the EU and G7 expressing intentions to collectively confront China's new rare earth regulations, although internal divisions exist among these allies regarding their approach to China [5][6]. Group 2: U.S. and Global Rare Earth Dynamics - The U.S. is exploring partnerships to reduce reliance on Chinese rare earths, exemplified by a recent agreement with Pakistan, but the global supply chain's current state makes it challenging to quickly eliminate dependence on China [8]. - Research indicates that establishing a complete rare earth supply chain independent of China could take at least a decade, highlighting the difficulty of rapid substitution [8]. Group 3: Future Outlook - Anticipation surrounds the upcoming high-level U.S.-China meeting, which could serve as an opportunity for easing trade tensions, contingent on the U.S. demonstrating sufficient goodwill [9]. - The outcome of this meeting may significantly influence the dynamics of U.S.-China relations and their cooperation in other sectors [9][10].