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果然,美国不行了,欧盟开始上了,对G7喊话:加一起,施压才有劲
Sou Hu Cai Jing·2025-10-24 06:15

Core Viewpoint - The new Chinese regulations on rare earth exports have prompted strong reactions from the U.S. and the EU, with the U.S. threatening to impose 100% tariffs while the EU seeks a coordinated response among G7 nations to address the potential global supply issues caused by these regulations [1][2]. Group 1: New Regulations and Their Implications - China's new regulations require approval for the export of products containing more than 0.1% rare earth elements and mandate export licenses for foreign companies producing rare earth magnets or related technologies in China [2][4]. - The EU views these regulations as unreasonable and believes they have already impacted European businesses, prompting a push to reduce dependency on China and accelerate the development of rare earth production projects within G7 countries [2][4]. Group 2: Global Supply Chain Concerns - The EU officials assert that China's actions constitute economic coercion, severely damaging global supply chains, particularly affecting the production of electric vehicles, defense technologies, and consumer electronics [4][6]. - China controls over 90% of global rare earth metal and magnet production, leading to a situation where Western countries feel "choked" due to their reliance on Chinese supplies [4][6]. Group 3: Historical Context and Challenges - Historical attempts by the U.S. and Europe to develop their own rare earth resources have faced challenges due to high energy consumption, low added value, and lack of profitability, leading to a retreat from investment in this sector [6][7]. - The global rare earth consumption is only 230,000 tons annually, and the industry requires substantial government subsidies to remain viable, complicating long-term support for these projects in Western countries [6][7]. Group 4: G7 Coordination and Future Actions - G7 nations are discussing potential measures such as setting price floors or imposing taxes on Chinese exports to encourage more investment in rare earth projects [6][9]. - The urgency for a unified G7 response is emphasized, with plans for a video conference to align strategies against China's new regulations [9].