贝森特警告中国“犯下真正错误”，并预测美国12-24个月内实现供应链独立！

Core Viewpoint - The article highlights concerns regarding China's control over critical mineral supplies and the implications for global supply chains, particularly in the context of the U.S. aiming for supply chain independence within 12 to 24 months [1][3]. Group 1: China's Mineral Control - China controls over 60% of global rare earth mining and more than 85% of processing, with a 70% share in battery metals such as lithium, cobalt, and nickel, leading to vulnerabilities in Western supply chains [3]. - A suspension of certain rare earth exports by China in April 2025 caused significant disruptions in the global automotive and semiconductor industries for several weeks, prompting the G7 to label it as "non-market behavior" [3]. Group 2: G7 Response and Initiatives - In June 2025, the G7 launched the "Critical Minerals Action Plan" during a summit in Canada, focusing on diversifying supply sources, establishing price floors, and creating long-term procurement agreements [3]. - The "Critical Minerals Production Alliance" was officially introduced at a meeting in Toronto on October 31, 2025, outlining 26 initiatives involving nine countries (G7 plus allies like Australia and South Korea) aimed at building a transparent and sustainable supply chain from "mine to magnet" to reduce reliance on China [3]. Group 3: Expert Insights - In an interview with the Financial Times on October 31, 2025, Bessent criticized China's recent export controls on rare earths as a "real mistake," suggesting it has alerted the world to Beijing's coercive capabilities [3]. - Bessent predicts that the U.S. will establish reliable alternatives within "12 to 24 months" through investments from the Department of Defense in companies like MP Materials, alongside price floors and "forward purchasing" strategies [3].