台媒:白银变成第二个稀土大招，美国阵脚已经大乱

Core Insights - The region is implementing strict export controls on silver, elevating its status from an "industrial supporting role" to a "strategic resource," comparable to rare earth elements [1][7] - The export control measures are expected to significantly increase export thresholds, potentially adopting a "one order, one review" model, which has led to a rapid increase in spot silver prices in international markets [3][5] - The region controls 60-70% of global silver refining capacity, positioning itself as a key hub in the supply chain and allowing it to influence international markets while securing its own industrial needs [5][7] Industry Implications - The recent export controls on silver are viewed as an upgraded resource strategy, responding to external pressures while protecting domestic industrial security [7] - The competition for critical resources is intensifying, with the region's capacity advantage likely to enhance its role on the international stage [7] - The shift in international competition from technology to resource control highlights the importance of mastering core supply chains and possessing hard currency in geopolitical negotiations [5][6]