Core Viewpoint - The article discusses the increasing geopolitical tensions between the US and China regarding rare earth elements, highlighting the potential impact on global supply chains and the strategic importance of these materials in various industries, including electric vehicles and high-tech products [1][2][4]. Group 1: Geopolitical Tensions - The US has initiated an investigation into the import of critical minerals, including rare earths, citing security risks associated with reliance on China [1]. - China's export control measures on rare earths, particularly in response to US tariffs, are expected to disrupt global supply chains [2][4]. - The US Geological Survey indicates that China accounts for approximately 70% of global rare earth mining, despite a decrease from over 90% in 2010 [2]. Group 2: Domestic Regulations in China - The Chinese government is tightening control over rare earth mining and processing, limiting these activities to state-owned enterprises [3]. - New regulations aim to strengthen oversight of rare earths imported from countries like the US for processing [3]. Group 3: Applications and Market Impact - Rare earths are essential in various applications, including electric vehicles, wind turbines, high-performance magnets, and medical fields, earning the nickname "industrial vitamins" [4]. - Japan and the US together account for 53% of China's rare earth exports, indicating a significant dependency on these materials [4]. - The potential disruption in rare earth supply due to US-China tensions could have major implications for the global high-tech product supply chain [4].
中美对立波及全球稀土供应链
日经中文网·2025-05-06 06:31