稀土出口禁令暂停了，中国不“让步”还好，一“让步”特朗普反而更紧张了

Core Viewpoint - The recent trade negotiations between the U.S. and China, particularly regarding rare earth elements, highlight the complexities and tensions in the global supply chain, with China maintaining significant leverage over the U.S. through its control of rare earth supplies [1][5][10]. Group 1: Trade Negotiations - Trump announced a "truce agreement" with China, claiming a temporary halt to the trade war that could potentially harm the global economy [1]. - In exchange for the suspension of export restrictions on rare earth elements, the U.S. agreed to lower tariffs on Chinese goods and suspend port fees for Chinese ships [6][10]. - The agreement includes China's commitment to resume purchasing U.S. soybeans and a temporary pause on restrictions for key minerals like germanium and antimony until November 2026 [5][10]. Group 2: Domestic Reactions - Trump's concessions have sparked strong backlash domestically, particularly from labor unions and the manufacturing sector, which criticize the suspension of port fees as detrimental to the U.S. shipbuilding industry [7][8]. - Labor organizations, such as the United Steelworkers and the International Association of Machinists, have publicly condemned the deal, viewing it as a sacrifice of American interests for the sake of rare earth negotiations [7]. Group 3: Strategic Implications - China controls approximately 90% of the global rare earth supply, positioning itself as a dominant player in this critical resource market [5]. - The ongoing competition for rare earth resources reflects broader geopolitical tensions and the challenges faced by the U.S. in reducing its dependency on Chinese supplies [10]. - The situation underscores the importance of rare earth elements not only for economic interests but also for the future of global technology and military industries [10][11].