中国主导全球稀土产业链，美宣称两年内脱钩、欧陷供应困境

Core Viewpoint - The Chinese Ministry of Commerce emphasizes that rare earth issues are not part of the Sino-U.S. trade talks, asserting that rare earths are a strategic national resource that must align with China's development needs and security interests [1] Group 1: China's Position on Rare Earths - China's rare earth policy is a long-term consideration that concerns the security of the national industrial chain and the sustainability of the ecological environment, which cannot be altered by external pressure [1] - The statement from the Chinese official serves as a setback to U.S. expectations regarding negotiations on rare earths [1] Group 2: U.S. Response and Outlook - U.S. Treasury Secretary Janet Yellen remains optimistic, claiming that the U.S. will completely eliminate its dependence on Chinese rare earths within 12 to 24 months [1] - This optimistic prediction overlooks the complexities of the rare earth industry and the deep interdependencies within the global supply chain [1] - Despite having resource reserves and the potential for technological innovation and alternative materials, the U.S. is unlikely to fully sever its reliance on China in the short term [1]