特朗普下最后通牒，180天内必须击败中国稀土，盟友不帮忙就加税

Group 1 - The core message of the news is that the Trump administration is taking aggressive steps to reduce U.S. dependence on Chinese rare earth minerals by issuing a 180-day ultimatum for global suppliers to reach agreements with the U.S. or face punitive measures [1][14][18] - The G7 meeting held on January 12 focused on reducing reliance on Chinese rare earths and aimed to create a supply chain alliance based on shared values, inviting countries like India and Mexico to join [5][7] - Despite the enthusiasm at the G7 meeting, no binding agreements were made, and countries like Germany and France expressed concerns about the potential economic impact of reducing dependence on China [9][12] Group 2 - The announcement by Trump is based on the Trade Expansion Act, elevating the issue of critical minerals to a national security concern, and includes strategies for creating alternative supply chains and setting a price floor for rare earths [16][17] - The proposed price floor of $110 per kilogram for rare earths is intended to support U.S. domestic companies but may lead to higher costs for allies, raising political concerns about domestic economic impacts [17][21] - The challenges faced by the U.S. in achieving its goals within the 180-day timeframe include reliance on Chinese processing capabilities and the limited processing capacity of potential partner countries like Australia and Japan [20][21] Group 3 - In contrast to the U.S. approach, China is enhancing its supply chain stability and has implemented a universal licensing system for critical mineral exports starting in 2025, which aims to provide predictability for partners [27][30] - China's comprehensive control over the rare earth supply chain, including processing and manufacturing capabilities, solidifies its dominant position in the global market, making it difficult for the U.S. to find viable alternatives [30][32] - The European response to the U.S. strategy indicates a preference for stable and reliable supply chains over political rhetoric, highlighting the challenges the U.S. faces in persuading allies to decouple from China [33]