34国没签协议，美盟友倒戈中国，特朗普防稀土卡脖子，第一步走错

Group 1 - The U.S. Department of State announced the signing of critical mineral agreements or memorandums of understanding with 11 countries during the first ministerial meeting on critical minerals in Washington, bringing the total to 21 countries that have reached cooperation intentions with the U.S. in this area [1] - The U.S. aims to reduce its dependence on China for mineral supplies, particularly in rare earths and lithium, through a strategic reserve plan worth $12 billion [3] - The meeting revealed that less than half of the 55 participating countries signed agreements, indicating that many are aware of China's dominance in the critical minerals market, which accounts for 70% to 90% of global processing capacity [5] Group 2 - Countries that did not sign agreements are cautious about the potential economic consequences of breaking away from existing mineral cooperation systems, which could lead to significant economic losses and even systemic crises for resource-dependent nations [7][8] - Notably, U.S. allies South Korea and Canada chose to strengthen cooperation with China instead of signing agreements with the U.S., indicating a rift in relationships and challenges for U.S. strategies in the critical minerals sector [9]