邓小平预言成真！中国0.1%红线卡西方脖子，紧握稀土全球话语权！

Core Viewpoint - The article emphasizes China's strategic dominance in the rare earth market, highlighting its control over production and refining capabilities, which significantly impacts global technology and defense industries [4][10][24]. Group 1: China's Rare Earth Production - China's rare earth production surged from 20 tons in the 1980s to 80,000 tons by 2006, marking a 4000% increase [6]. - By 2025, China is projected to hold 40-50% of global rare earth reserves and 69% of annual production, alongside controlling 90% of global refining capacity [10][24]. Group 2: Export Controls and Global Impact - In 2025, China implemented strict export controls on rare earth elements, including samarium and gadolinium, affecting not only raw materials but also mining and refining technologies [10][12]. - The price of dysprosium oxide surged from $283 to $850 per kilogram, and terbium oxide exceeded $3000 per kilogram in European markets due to these controls, while domestic prices in China remained stable [15]. Group 3: Western Response and Challenges - The West, particularly the U.S. and EU, is attempting to reduce reliance on Chinese rare earths, with initiatives like reopening the Mountain Pass mine and investing in new facilities [18][20]. - However, the technological gap in refining capabilities means that Western efforts will take at least five to ten years to catch up, during which time China's lead is expected to widen [22][24]. Group 4: Strategic Implications - The rare earth competition is fundamentally a contest of technological strength and strategic foresight, with China transitioning from a follower to a leader in the industry [24][26]. - The 2025 export control measures are framed as a defense of national interests, positioning China to leverage its rare earth advantages in future global negotiations [26].