Core Viewpoint - The signing of the historic energy cooperation agreement between China and Russia, particularly the Power of Siberia-2 gas pipeline project, marks a significant shift in the global energy landscape, eliciting strong reactions from the United States [3][5][12]. Group 1: Energy Cooperation Agreement - The Power of Siberia-2 pipeline will enable the transportation of up to 50 billion cubic meters of high-quality Russian gas to China annually, with pricing mechanisms based on market principles, expected to be significantly lower than current prices for European customers [5][7]. - This project is seen as a critical turning point for Russia's energy strategy, especially under Western sanctions, as it seeks to diversify its energy export markets [7][14]. - By 2030, Russia's share of China's natural gas imports is projected to increase from approximately 10% to 20%, fundamentally altering the Eurasian energy trade dynamics [7]. Group 2: Strategic Implications for China - China stands to gain a stable land-based gas supply at competitive prices, reducing its reliance on maritime LNG transport routes, thereby enhancing its energy security [7][12]. - The deepening energy cooperation with Russia is expected to bolster China's geopolitical influence across the Eurasian continent [7]. Group 3: U.S. Response and Concerns - The U.S. has expressed strong dissatisfaction with the agreement, viewing it as a significant challenge to its energy industry and global energy dominance [8][9]. - Reports indicate that the U.S. is attempting to pressure Russia to abandon Chinese technology in favor of American equipment for its Arctic LNG projects, revealing a dual standard in U.S. foreign policy [8][9]. - Some U.S. commentators have even suggested potential sabotage of the pipeline, drawing parallels to the Nord Stream incident, indicating a heightened level of concern regarding the implications of the Sino-Russian partnership [9][10]. Group 4: Future of Sino-Russian Energy Cooperation - The ongoing development of projects like Power of Siberia-2 signifies a new height in Sino-Russian energy cooperation, which is expected to reshape the energy geopolitical landscape of Eurasia [14]. - The collaboration is framed as a strategic choice based on mutual long-term national interests, resilient against external pressures [12][14].

目前而言，我国占据世界稀土市场的主要出口份额，短期内美国很难找到替代。而美国半导体、汽车和军工行业对中国稀土的依赖又非常 大，这种情况下，不管美国作何选择都是痛苦的。一方面，特朗普不愿主动向中国低头服软，另一方面，对中国稀土依赖严重的美国企业又 面临生存问题，长期下去，对美国的影响会非常大。美媒报道，特朗普政府正考虑大幅度降低对华关税，同时美国也希望中国能采取同等措 施，并且取消对美稀土出口的限制！但中国似乎并不想受制于美国，而是在同一天宣布展开多部门专项行动，重点打击战略矿产走私出口。 中方的这步棋，可不是临时起意，而是多年布局的结果。回看2023年，中国早已对包括镓、锗、锑、石墨等战略矿产实施严控，出口须经许 可。同年，中国稀土产量占全球总供应的60%以上，而在加工领域，中国控制了全球高达92%的产能，处于几乎垄断的地位。虽然2025年5月 10日至11日在瑞士的日内瓦举行了中美经贸高层会晤。会谈结束后，双方联合发布会后声明，确认此次磋商的核心突破之一，是就绝大多数 追加关税达成"取消共识"。 根据中国日报网报道，中国对镓、锗、锑、钨、中重稀土等战略矿产实施出口管制以来，部分境外实体与境内不法人员相互勾结 ...