Core Viewpoint - Despite China's increase in the delivery of critical minerals like rare earth magnets, the U.S. industrial sector still cannot obtain sufficient rare earth materials for the production and processing of rare earth permanent magnets due to China's dominant position in refining and manufacturing, holding 88% of refining capacity and 90% of neodymium-iron-boron permanent magnet supply [1][3]. Group 1 - The U.S. media has begun to call for China to relax export restrictions on military rare earth permanent magnets, which overlooks international rules and challenges China's core concerns [3][5]. - Military rare earth permanent magnets are essential components of modern defense equipment, with significant quantities required for platforms like the F-35 stealth fighter and Virginia-class submarines [3][5]. - The U.S. is eager to seek support from China despite the recovery of civilian supply, aiming to maintain a one-sided dependence on China's strategic resources while avoiding the responsibility and costs of building its own supply chain [5][7]. Group 2 - The U.S. government has been promoting the decoupling of supply chains from China, attempting to rebuild domestic rare earth production capabilities, but progress has been slow due to various technical and cost-related issues [7]. - The U.S. demands that China unconditionally open strategic resource supplies while imposing trade restrictions, which violates fair and mutually beneficial international trade principles [7][8]. - China's stance on rare earth exports is clear: compliance with civilian demand can be reasonably guaranteed, but sensitive materials for military use must adhere strictly to export control regulations [7][8]. Group 3 - The export of military rare earth permanent magnets not only relates to regional security but also affects global strategic balance, with China unwilling to abandon its principles under external pressure [8]. - To genuinely address supply chain issues, the U.S. should respect market rules and international regulations, resolving differences through equal negotiations rather than relying on foreign strategic resources for its security [8].
普通稀土供应正常后,美国居然还想要军用稀土,美媒向中方伸手了
Sou Hu Cai Jing·2025-12-27 08:03