过去72小时，中美稀土博弈没再“打嘴仗”，直接动了“真刀真枪”！

Group 1 - The core viewpoint is that the U.S. attempts to pressure China through legislation have backfired, as China has restricted rare earth processing technology exports, effectively limiting U.S. access to essential materials for industries like electric vehicles and missiles [1][3] - The market reaction has been significant, with rare earth prices on the London exchange experiencing the largest increase since 2012, prompting companies like Shin-Etsu Chemical to announce a 25% price hike for Q4, citing uncertainties in Chinese export licenses [3] - The U.S. has allocated a budget of $1.97 billion aimed at achieving "zero China" for heavy rare earths by April 2026, but this ambition is seen as unrealistic given the complexities of rare earth mining and processing, which require decades of accumulated technology and environmental systems [3] Group 2 - The article highlights that while the U.S. imposes high tariffs, it cannot produce rare earths domestically due to the shutdown of local processing facilities, leading to inflationary pressures being passed onto American consumers [3] - The narrative suggests that China has effectively redefined the rules of engagement in this resource sovereignty conflict without resorting to overt sanctions, using strategic documents, pricing, and communication to maintain control over the global supply chain [3]