案件破获，中国追回近百吨稀金，13万吨订单已被取消，特朗普失声

Core Insights - Recent developments indicate that "rare earth smuggling" has become increasingly difficult in China, with nearly 100 tons of controlled metals recovered from smuggling operations [1] - China has canceled a significant order of 132,000 tons of U.S. wheat, which is speculated to be linked to U.S. arms sales to Taiwan, highlighting the ongoing tensions in U.S.-China relations [11] Group 1: Rare Earth Exports - Japanese companies have reported difficulties in importing rare earths from China, with approvals for imports being stalled, likely due to political tensions related to Taiwan [3] - The Chinese Ministry of Commerce has approved some export licenses for rare earths, but the focus appears to be on Europe rather than Japan, leaving Japanese companies in a precarious situation [5] - A recent case in Shenzhen involved the smuggling of 166 tons of antimony, a controlled metal essential for military applications, indicating ongoing risks in the rare earth supply chain [7] Group 2: U.S.-China Trade Relations - The U.S. military-industrial complex, particularly companies like Lockheed Martin, is facing production challenges due to China's export controls on rare earths, with estimates of a 30% decrease in production capacity following sanctions [9] - The cancellation of the wheat order by China is seen as a direct response to U.S. actions regarding Taiwan, signaling potential further retaliatory measures against U.S. agricultural exports [11] - Trump's silence on agricultural trade issues contrasts with his previous active stance, indicating a shift in the dynamics of U.S.-China trade relations, where China is now exploring alternatives to U.S. agricultural products [13]