曾坑日本稀土协议的印度，遭中美双重施压后向中国表忠心，向中国立不转卖军令状

Core Viewpoint - India's recent shift in attitude towards China regarding rare earth elements is driven by a combination of external pressures, particularly from the U.S. tariffs, and internal industrial needs, highlighting the critical dependency on Chinese supply chains for its manufacturing sector [1][19][44]. Group 1: U.S. Tariffs and India's Response - On July 30, the U.S. imposed a 25% tariff on Indian goods, raising the total tariff rate to 50% due to India's imports of Russian oil and military equipment [5][7]. - India's Ministry of External Affairs labeled the U.S. tariffs as "unfair" but faced immediate repercussions, leading to a crisis in its manufacturing sector [7][15]. - The automotive industry in India quickly reacted, urging the government to negotiate with China for rare earth supply permissions to avoid production halts [13][15]. Group 2: China's Export Controls - Concurrently, China announced export controls on rare earth materials, directly impacting India's supply chain [9][34]. - India, despite having rare earth reserves, struggles with extraction and processing capabilities, relying heavily on China for approximately 60% of its rare earth imports [11][28]. - The Indian automotive sector's dependency on Chinese rare earths for electric vehicles and renewable energy technologies has become a critical issue [28][32]. Group 3: India's Commitment to China - In response to the supply chain crisis, multiple Indian companies pledged that rare earth materials sourced from China would only be used domestically, effectively promising not to re-export them [19][30]. - This commitment is seen as a strategic move to ensure continued access to essential materials while maintaining a cooperative stance with China [21][43]. - The Indian government is reportedly considering easing trade restrictions on Chinese imports to stabilize its manufacturing sector [17][21]. Group 4: Long-term Implications - The situation underscores India's reliance on Chinese supply chains, particularly in high-tech industries, and the challenges it faces in developing its own capabilities [26][41]. - India's recent actions reflect a pragmatic approach to international relations, prioritizing economic stability over political alignments [44][48]. - The narrative suggests that future cooperation between India and China in critical resource management could benefit both nations, emphasizing the importance of mutual interests in global trade dynamics [48][50].