美国用时间换稀土，废除中国断供稀土牌，中美白热化不淡定了。

Group 1 - The core viewpoint is that the U.S. is trying to negotiate with China for rare earth supplies while secretly working on building its own supply chain to reduce dependency on China [1][3] - In early 2025, China plans to implement export controls on seven types of medium and heavy rare earths, causing immediate concern among U.S. military and high-tech companies, which can only sustain their inventories for about three months [1] - A temporary agreement was reached in June, where China resumed exports in exchange for the U.S. lifting some technology restrictions, but this is seen as a delay tactic rather than a genuine resolution [3] Group 2 - The U.S. is struggling to develop its own refining technology and faces slow environmental approvals, making it difficult to advance domestic projects [3] - The U.S. is seeking alternative supply routes by collaborating with countries like Japan, South Korea, and Australia to build a supply chain independent of China, but these countries lack sufficient medium and heavy rare earth resources [5] - China is actively increasing its bargaining power by raising the prices of rare earth minerals, marking the sixth price increase, and is using its trade surplus to invest heavily in critical sectors like semiconductors and renewable energy [7] Group 3 - The current situation is a stalemate where the U.S. cannot detach from Chinese rare earths, while China also requires certain Western technologies, indicating that the competition is intensifying [9]