又开打了？等不到中方签字，美国准备再加税？这一次没有退路！

Core Viewpoint - The recent negotiations between the U.S. and China regarding rare earth elements reveal underlying strategic intentions, with the U.S. seeking to reduce its dependence on Chinese supplies while maintaining a façade of cooperation [1][10]. Group 1: U.S.-China Negotiations - U.S. Treasury Secretary Mnuchin facilitated a negotiation that resulted in a temporary agreement, where China postponed rare earth export controls for one year, and the U.S. reduced some tariffs and paused certain sanctions [3][4]. - The agreement is perceived as a tactical move by the U.S. to buy time rather than a genuine effort for long-term peace [6][10]. Group 2: U.S. Strategic Intentions - The U.S. aims to utilize the one to two-year window to establish a "de-China" rare earth supply chain by collaborating with countries like Australia, Japan, and Canada, and has already secured a $1.4 billion investment deal for this purpose [7][9]. - U.S. officials have indicated that they can easily restart investigations and tariffs if necessary, signaling that the negotiations are not a sign of weakness but rather a strategic pause [6][9]. Group 3: Market Dynamics and Future Outlook - The U.S. believes that its threats are credible due to China's reliance on the U.S. market, prompting a call for China to diversify its market engagements, particularly in Africa, Latin America, and Southeast Asia [12][15]. - The competition is framed as a marathon, where both sides must enhance their respective positions—U.S. in building a new supply chain and China in expanding its market influence [13][15].