向美国示好，巴西扬言单挑中国，关键时刻，被贝森特给卖了

Core Insights - The article discusses the recent strategic shift of the U.S. under Trump's leadership, focusing on aggressive procurement actions to challenge China's dominance in the global rare earth market [1][3][5]. Group 1: U.S. Strategy and Actions - The U.S. has invested $465 million to acquire rare earth resources from Brazil, aiming to directly challenge China's leadership in the global rare earth market [1][5]. - Trump has rapidly repaired relations with Brazil, previously strained due to high tariffs, to secure rare earth minerals, which are crucial for various industries [3][5]. - The U.S. is engaging in a global purchasing spree for rare earths, regardless of the source, to ensure these resources do not fall into the hands of other countries [3][5]. Group 2: Brazil's Position and Response - Brazil holds the second-largest rare earth reserves globally, and there has been a historical desire to challenge China's market position [3][5]. - The Brazilian government, under President Lula, has shifted back to cooperating with the U.S. after a brief period of tension due to tariffs, indicating a strategic alignment against China [3][5]. - Brazilian agricultural exports have benefited from Chinese demand, highlighting the complex interdependencies in international trade [3][5]. Group 3: Market Dynamics and Challenges - The $465 million investment is considered insufficient for the extensive costs associated with mining and processing rare earths, which can require hundreds of billions [5]. - Despite the U.S. efforts, there is an underlying anxiety about reliance on China for rare earth processing capabilities, as indicated by the U.S. Treasury Secretary's comments urging China to fulfill its export commitments [7][8]. - The article suggests that the U.S. may ultimately find itself dependent on China for rare earth materials, despite its aggressive procurement strategy [8].