贝森特吓唬中方：感恩节前必须恢复稀土供应，美国有的是报复手段

Core Insights - The urgency of the U.S. regarding rare earth exports from China has increased, with Treasury Secretary expressing hope for a supply agreement before Thanksgiving [1][3] - The U.S. believes that China should restore rare earth supply to the free flow status prior to April 4, but this may not be realistic without a comprehensive trade agreement [5][9] Group 1: U.S. Position and Actions - U.S. Treasury Secretary Becerra stated the desire to secure a rare earth supply agreement with China by the end of November [3] - Becerra warned of various retaliatory measures if China reneges on any agreement [3] - The U.S. has taken significant steps towards self-sufficiency in rare earths, but challenges remain in mining and refining capabilities [9] Group 2: China's Response and Market Dynamics - China is considering reopening rare earth exports under certain conditions, potentially limiting access to companies linked to the U.S. military [5] - China has recently resumed normal flow of rare earths by suspending export controls on key minerals [9] - Despite verbal concessions regarding U.S. soybean purchases, actual actions show ongoing discrepancies between the two nations [9] Group 3: Market Control and Dependency - China controls approximately 70% of global rare earth extraction and over 90% of processing capabilities, making it difficult for the U.S. to change this dependency in the short term [10] - The U.S. relied on imports for about 80% of its rare earth needs last year, with critical minerals like dysprosium and terbium almost entirely refined by China [10]