美媒抱怨:中方仍限制稀土供应美国。
Sou Hu Cai Jing·2025-12-26 06:09

Core Viewpoint - Despite reaching an agreement in October to lift restrictions on rare earth supplies between the US and China, China continues to limit the export of rare earth elements necessary for producing permanent magnet materials to the US [1] Group 1: Supply Chain and Production - Multiple consumers, manufacturers, government officials, and trade experts indicate that even though China has increased the supply of finished products (mainly permanent magnet materials), the US industry still lacks access to the raw materials needed for production, which is a significant priority for the US government [3] - The global production capacity for permanent magnet materials outside of China is approximately 50,000 tons per year, as noted by Scott Dunn, co-founder of Novion Magnetic. However, the rare earth mineral resources outside of China are insufficient to support such a large production scale [5] Group 2: Regulatory Developments - On December 18, He Yadong, spokesperson for the Chinese Ministry of Commerce, addressed the latest situation regarding rare earth export controls. He stated that since the implementation of these controls, relevant Chinese authorities have provided policy interpretations to exporters, and with accumulated experience, some Chinese exporters have met the basic requirements for applying for general licenses. It is understood that some general license applications submitted by Chinese exporters have already been approved [6]