中方稀土新规出台不到7天，美国“帮手”就位，世贸组织也选择跟进？特朗普根本无计可施

Core Points - The Chinese Ministry of Commerce announced the inclusion of five remaining medium and heavy rare earth elements in export controls, achieving full coverage of 12 types of rare earths, effective December 1 [1] - A notable rule states that if the value of Chinese-origin rare earths in foreign-manufactured products reaches 0.1%, those products may be subject to control, mirroring the U.S. export control regulations [1] - The U.S. Treasury Secretary proposed extending the suspension of tariffs on China in exchange for delaying the implementation of these controls, while simultaneously revealing plans for a 500% tariff increase authorized by 85 U.S. senators [1][3] - The EU has expressed support for the U.S. stance, planning to collaborate with the G7 to apply pressure on China, although Denmark emphasized the need for prior discussions with the U.S. [1] - The U.S. has already imposed sanctions on 11 Chinese entities and individuals, with 31 countries aligning with the U.S. position [1] Industry Implications - The U.S. and its allies are heavily dependent on Chinese rare earths, which are critical for industries such as defense, high-tech, and renewable energy, with over 70% of U.S. rare earth imports coming from China [5][6] - China's dominance in rare earth production, particularly in neodymium-iron-boron magnets, gives it significant leverage, controlling over 90% of global production capacity [5] - The notion that the U.S. and Europe can quickly overcome technological barriers in rare earths is considered overly optimistic, as the complexity of the supply chain and production capabilities are not easily replicated [6] - China's policy allows for differentiated management based on usage, indicating a strategic approach rather than a complete restriction, which may affect how foreign companies engage with Chinese rare earths [8] - The geopolitical dynamics suggest that economic interests may outweigh political alliances, as evidenced by France and Canada's willingness to maintain relations with China despite U.S. pressure [8]