美企怒怼中国稀土管制：双标霸权何时休？

Core Viewpoint - The article discusses the tension between the U.S. and China regarding rare earth materials, highlighting the U.S. accusations of China restricting supply while China shows an increase in rare earth exports, revealing contradictions in the U.S. narrative [1][5]. Group 1: U.S. Accusations and China's Response - U.S. politicians claim that China is disrupting supply chain stability, yet data shows that China's rare earth exports increased by 13% in November compared to the previous month [1][6]. - The CEO of Noveon, Scott Dunn, expressed frustration over being denied access to dysprosium oxide due to his U.S. identity, despite the overall increase in China's rare earth exports [1]. - China's Ministry of Commerce emphasized its commitment to maintaining global supply chain stability, countering U.S. claims by presenting export data that exceeds pre-pandemic levels [6]. Group 2: The Global Rare Earth Market Dynamics - The U.S. once dominated rare earth production but has faced challenges due to environmental costs and technological lag, leading to a collapse of its domestic industry in the 1990s [5][7]. - China has established a complete rare earth industry chain, from exploration to refining, which is seen as a significant competitive advantage over the U.S. [6][7]. - The article suggests that the U.S. is attempting to rebuild its rare earth industry but faces significant hurdles, including the time required to establish processing facilities and train skilled workers [5][6]. Group 3: Implications for Global Supply Chains - The ongoing conflict over rare earth materials reflects a broader struggle between hegemonic logic and a multipolar world, with the article arguing that true competition should be based on fairness and mutual benefit [10][12]. - The narrative of "supply chain wars" indicates that no party can achieve complete independence in a globalized economy, emphasizing the interconnectedness of supply chains [10][12]. - The article concludes that cooperation and open competition are essential for a balanced global supply chain, rather than unilateral actions that could lead to further fragmentation [10][12].