中国稀土遭印度企业转手美企，严打失信行为，全球市场受冲击

Core Viewpoint - The global rare earth market is experiencing significant turmoil due to a breach of contract by an Indian mining company, which has led to a disruption in the supply chain and the unexpected diversion of high-purity rare earth materials for military use instead of civilian electric vehicle manufacturing [1][10]. Group 1: Incident Overview - A batch of high-purity rare earth materials intended for export to an Indian mining company was not delivered as planned due to the company's defaulting behavior [1]. - The Indian mining company presented itself as professional and trustworthy, submitting detailed procurement documents and signing commitments against military use, which ultimately proved to be misleading [3]. - The rare earth materials were secretly diverted into India's military industry and underwent "laundering" operations through Malaysia and Vietnam before reaching the U.S. defense contractor Raytheon [5]. Group 2: China's Response - China utilized advanced tracking technology to uncover the diversion of rare earth materials, leading to the Indian mining company being placed on an "unreliable entity list" and halting all strategic resource transactions with them [7]. - China has also issued high-risk warnings regarding rare earth orders transiting through India and tightened controls on technology exports, including refining technologies and equipment [9]. Group 3: Global Supply Chain Impact - The incident has shaken the global supply chain, prompting Western companies like Volkswagen and General Motors to seek to mend trade relations with China [10]. - In contrast, compliant Japanese and South Korean companies have benefited from increased orders and a "green channel" for trade with China [10]. - The U.S. finds itself in a contradictory position, publicly advocating for "decoupling from China" while needing to submit end-use guarantees to China and undergo regular checks [12]. Group 4: Broader Implications - The situation highlights the complex reality of global strategic resource supply, emphasizing that supply chain security is not only an economic issue but also a matter of national security [14]. - The event underscores the necessity for enhanced regulatory measures and the responsibility of major powers in the strategic resource sector [16].