一觉醒来，美澳达成重磅协议！欧盟才发现被自己被孤立？电话打到北京一谈就是两个小时

Core Points - The U.S. and Australia signed an $8.5 billion rare earth minerals agreement, which is expected to significantly increase U.S. rare earth supplies and reduce reliance on China [1] - The EU was excluded from this agreement, highlighting its vulnerability and dependence on Chinese rare earths for key industries [2] - The EU's previous criticisms of China regarding trade imbalances and subsidies have backfired, leaving it in a precarious position as it seeks to negotiate with China for rare earth supplies [4][9] Group 1 - The U.S. and Australia are collaborating to break China's dominance in the rare earth market, with the U.S. claiming that it will have an abundance of rare earths within a year [1] - The EU's exclusion from the agreement has caused embarrassment and concern, especially as China has tightened its rare earth export restrictions [2] - The EU's reliance on Chinese rare earths for critical industries such as automotive, chips, and wind power poses a significant risk of supply shortages [2] Group 2 - The EU's trade commissioner has reached out to China to negotiate a new mutually beneficial agreement regarding rare earth exports, indicating a shift in tone [4] - China's rare earth production capabilities and complete supply chain control make it difficult for the U.S. and Australia to compete in the short term [6] - The energy supply challenges in the U.S. and Australia further complicate their ability to develop a robust rare earth processing industry [7] Group 3 - The EU's previous alignment with the U.S. against China has led to a passive stance, which is now causing it to seek urgent assistance from China [9] - The EU must address its own issues, such as the electric vehicle anti-subsidy case and semiconductor concerns, to improve relations with China [9] - A pragmatic approach and respect for rules are essential for the EU to secure its industrial supply chains in the context of deep global interdependencies [9]