Core Points - The article discusses the geopolitical implications of China's decision to issue a "general license" for rare earth exports to the U.S., while maintaining restrictions for Europe, highlighting the disparity in treatment between the two regions [1][9][20] - It emphasizes the structural challenges faced by the EU in the context of U.S.-China relations, illustrating how the EU is caught in a power struggle and is struggling to assert its own strategic autonomy [14][20][22] Group 1: U.S.-China Relations - The U.S. celebrates a "historic breakthrough" with China's commitment to a "general license" for rare earth exports, which significantly reduces supply chain uncertainties for American companies [1][11] - In contrast, China only confirmed a "suspension of new regulations" for Europe, leaving the April restrictions in place, which creates ongoing uncertainty for European businesses [9][12] Group 2: EU's Position - The EU is experiencing collective anxiety as it realizes it is not included in the favorable terms granted to the U.S., leading to concerns about its strategic position in global trade [4][6] - Internal divisions within the EU complicate its response, with differing national interests, such as France's push for strategic autonomy versus Germany's need for stable supply chains [17][20] Group 3: Strategic Implications - The article suggests that the rare earth dispute is not merely a trade issue but a deeper struggle over rule-making authority in global trade [8][20] - The EU's lack of a unified stance on resource strategy may hinder its ability to negotiate effectively with China, as it must choose between aligning with U.S. policies or securing critical resource supplies [20][23]
欧盟不服气:很意外,听说中国要稀土恢复出口,凭什么我们没份?
Sou Hu Cai Jing·2025-11-10 13:54