31国或对华发难，欧盟拉上G7，稀土问题升级

Core Viewpoint - The EU and G7's planned joint response to China's new rare earth export regulations appears strong but is fundamentally weak due to internal divisions and differing national interests [1][5][18]. Group 1: Internal Divisions within G7 and EU - The G7 is marked by significant internal disagreements, with the U.S. expressing concerns while companies like Tesla seek to negotiate with China for rare earth usage [7][10]. - Japan publicly supports G7's stance but privately backs French rare earth companies, indicating a conflict of interest as its automotive industry relies heavily on Chinese supplies [7][10]. - Within the EU, countries like Denmark and France face potential crises due to their reliance on rare earths for industries such as wind turbine manufacturing and lack of domestic production capacity [7][12]. Group 2: Ineffectiveness of Proposed Measures - The EU's intention to emulate U.S. sanctions on China may backfire, as U.S. sanctions have not yielded significant results, with major U.S. rare earth companies still not operational [10][12]. - European automotive suppliers have warned that restrictions on rare earth supplies could lead to factory shutdowns, highlighting the potential risks of such measures [12][18]. Group 3: Challenges in Establishing Alternative Supply Chains - The EU's efforts to reduce dependence on China for rare earths are hindered by a lack of alternative supply chains, with proposals lacking the necessary technology and capacity to compete with China [17][20]. - Countries like Australia have rare earth resources but lack processing capabilities, necessitating reliance on China for processing [17][20]. - Even if new production capacities are established, cost competitiveness remains a significant issue, as European policies and subsidies are insufficient compared to those in China and the U.S. [17][20].