180天必须脱钩中国稀土！特朗普发出最后通牒，七国沦为冤大头

Core Viewpoint - The article discusses Trump's recent "presidential announcement" demanding allies to eliminate Chinese elements from their rare earth supply chains within 180 days, threatening high tariffs and trade barriers if they fail to comply [3][5]. Group 1: Supply Chain Dynamics - Trump has set a strict deadline of July 13 for allies to replace Chinese rare earth elements in their supply chains, emphasizing the urgency of this political maneuver [3][5]. - The U.S. is heavily reliant on imports for critical minerals, with 12 key minerals being 100% imported and 29 minerals having over 50% import dependency, highlighting a significant vulnerability in the supply chain [5][7]. - Despite having domestic resources, the U.S. struggles to utilize them effectively, as most mined materials are sent to China for processing before being sold back to the U.S. [7][9]. Group 2: Economic Implications - The push for a complete supply chain overhaul within six months is seen as unrealistic, with experts suggesting that establishing a stable supply chain independent of China would take at least a decade [9]. - The U.S. Treasury's proposal for a "price floor" on rare earth transactions aims to maintain high prices to support domestic production, which could lead to increased costs for allies like Germany and India [11][13]. - The artificially inflated prices could severely impact industries, particularly in Germany's automotive sector, and place additional burdens on India's economy, which is already facing high tariffs from the U.S. [13][15]. Group 3: Long-term Challenges - The article argues that the U.S. administration's approach to supply chain restructuring is fundamentally flawed, as it overlooks the decades of expertise and technological advancements that China has in rare earth processing [17][19]. - Environmental regulations in Western countries complicate the establishment of new production facilities, making it difficult to shift high-pollution processes to other regions without significant time and investment [19][21]. - The proposed "price floor" contradicts basic economic principles, suggesting that the ultimate burden of these policies will fall on consumers and taxpayers in the U.S. and allied nations, exacerbating inflationary pressures [21].