特朗普“完全疯了”！妄图在我们眼皮子底下，动摇中国的稀土地位！

Group 1 - The U.S. government is dissatisfied with China's dominant position in the rare earth sector and is seeking new supply channels, particularly focusing on Myanmar after China's adjustment of its export policies [1][2] - The Trump administration is considering two plans to weaken China's control over the rare earth supply chain: one involves facilitating peace between the Myanmar military government and the Kachin Independence Army to engage in rare earth development, while the other aims to bypass the central government and directly collaborate with the Kachin Independence Army [1][2] Group 2 - Myanmar's rare earth production has significantly increased over the past five years, with projections indicating that over half of China's rare earth imports will come from Myanmar in 2024, presenting an opportunity for the U.S. [2][3] - However, the transportation conditions in Myanmar's rare earth mining areas are poor, and improving infrastructure will be costly. Additionally, China's close economic ties with Myanmar allow Chinese companies to provide convenient processing services [2][3] - The U.S. intervention plan poses significant challenges as it touches on China's geopolitical security concerns, and the global separation capacity for rare earths is predominantly located in China, representing a long-term technological barrier [2][3] - China needs to maintain its technological leadership and improve its industrial chain to safeguard its strategic position in the rare earth market [2][3]