稀土被卡脖子，美国还是不死心？外媒：核航母打击群已经闯入南海

Group 1 - The Chinese Ministry of Commerce has added several critical minerals, including rare earth elements, to its export control list, causing a spike in global rare earth prices [1] - The U.S. government is facing a supply chain crisis, particularly in the defense sector, as current stockpiles for F-35 aircraft are projected to last only six months without new supplies [4] - The U.S. has limited domestic rare earth extraction capabilities, with most processing capacity located in China, complicating efforts to secure these materials [4] Group 2 - The U.S. Navy's deployment of the USS Nimitz strike group to the South China Sea is seen as a provocative move amid rising tensions over rare earth supply issues [6] - Major companies like Boeing and Ford are expressing concerns over the uncertainty of Chinese raw material supplies, with Boeing identifying it as a primary risk factor in its quarterly report [8] - Increased tariffs on Chinese goods could significantly raise production costs for companies like Tesla, potentially leading to higher inflation and economic repercussions for U.S. voters [8] Group 3 - The U.S. has outsourced its rare earth refining capabilities over the past three decades, making it challenging to quickly restore domestic supply chains [10] - The strategic importance of rare earth elements is highlighted as they become a leverage point in geopolitical tensions, with the U.S. struggling to respond effectively [10]