美媒：再买不到中国稀土，美国不但贸易战打不赢，热战恐怕也要输

Core Viewpoint - China's new rare earth export regulations, which require strict approvals, have raised concerns in the U.S., highlighting the strategic importance of rare earths in national security and technology [1][5][12] Group 1: China's Position - China has dominated the global rare earth supply chain for the past 30 years, managing everything from mining to processing, which has made it a leader in this industry [3][5] - The new regulations aim to manage resources more effectively, ensuring that exports are controlled based on the buyer and intended use, rather than being sold indiscriminately [5][12] - This move signals a shift in how resource-rich countries view their assets, emphasizing that resources are strategic rather than just commodities [16][21] Group 2: U.S. Response - The U.S. military and defense contractors are particularly alarmed by the new regulations, as rare earths are critical for advanced military technology and weaponry [5][10] - Despite attempts to develop domestic sources and partnerships with allies, the U.S. has struggled to establish a complete supply chain for rare earths, particularly in processing and refining [8][19] - The U.S. has historically relied on sanctions and trade wars, but the current situation reveals vulnerabilities in its industrial base, particularly in securing essential materials [10][21] Group 3: Global Implications - The rare earth conflict is not merely a trade dispute but represents a broader reconfiguration of global supply chains and industrial power dynamics [14][16] - Countries rich in resources are beginning to realize that controlling processing and technology grants them greater influence and respect in international relations [16][21] - The ongoing situation illustrates that the ability to manage and control critical resources will be a key factor in future geopolitical stability and power [21]