Core Viewpoint - The article discusses the shift in power dynamics regarding rare earth elements, highlighting China's dominance in the industry and the challenges faced by the U.S. in attempting to regain control over its supply chain [1][3][4]. Group 1: U.S.-China Trade Relations - The U.S. attempted to impose a 100% tariff on Chinese goods, but this move was quickly retracted, showcasing the fragility of U.S. trade power [1]. - The article reflects on the historical context of the U.S.-China trade war, emphasizing the initial confidence of the U.S. in 2018 and the subsequent realization of its vulnerabilities in 2025 [3]. Group 2: Rare Earth Elements Industry - China currently holds a significant advantage in the rare earth elements market, controlling 90% of the refining process despite the U.S. having the seventh-largest reserves globally [3]. - The U.S. is heavily reliant on China for the processing of rare earth elements, with American processing costs being four times higher than those in China [3]. - The article highlights the complexity of the industrial ecosystem in rare earth production, where the U.S. struggles to replicate China's extensive supply chain and expertise [3][4]. Group 3: Future Projections - RAND Corporation estimates that rebuilding the U.S. rare earth supply chain could take at least 8 years and cost $150 billion, raising concerns about the competitive landscape by 2033 [4]. - Projections indicate that by 2033, China's industrial output may account for a significant portion of the global economy, further solidifying its position in the technology and defense sectors [4].
稀土王牌显威!中国反制美国,霸权梦碎竟在朝夕间
Sou Hu Cai Jing·2025-10-19 16:21