就在中国人民欢度春节之际，美军却在中国周边小动作不断。韩国《朝鲜日报》22日透露，美日两国于 16日和18日在日本海、济州岛南部的东海海域和台湾方向举行联合空中演习，随后驻韩美军又在黄海方 向举行了单独的"前所未有的大规模演习"，并引发与中国空军的对峙。中国军事问题专家接受《环球时 报》记者采访时表示，美方此举或为节日期间制造紧张局势，而解放军严阵以待的战备状态，再次彰显 了捍卫国家安全的坚定决心。 从参加美日联合空中演习的B-52轰炸机上拍摄的日本F-15战斗机 第一岛链罕见的同时行动 《朝鲜日报》称，在美日联合演习中，美军从关岛出动了4架B-52战略轰炸机，于18日在济州岛以南至 台湾方向的东海海域训练后北上，一度进入黄海空域。驻韩美军于18日至19日在黄海海域举行了单独的 演习，数十架驻韩美军F-16战斗机在两天内出动超过100架次，被称为"前所未有的大规模演习"。报道 称，尽管驻韩美军的演习是独立进行的，但其时间安排恰逢B-52轰炸机进入黄海，暗示其可能意图为轰 炸机护航。报道称，美国战略轰炸机、日本自卫队和驻韩美军战机同时在第一岛链内进行演习实属罕 见。美国特朗普政府2025年12月发布的《国家安全 ...

《朝鲜日报》20日获悉，韩国军方也收到了美方的参演邀请，但韩方予以拒绝，于是演习性质从韩美日 三国联合演习改为美日联合演习。 韩国国防部在消息传出后表示，"政府拒绝演习"的说法并非事实，美方提出韩美日军演后，韩方要求调 整日程，但美方未予接受。韩国防部试图强调"韩美同盟及韩美日安全合作正稳固维持。" 【文/观察者网 柳白】中国春节假日期间，美军东亚方向小动作不断，遏华动向引发韩国方面高度警 惕。 据韩国《朝鲜日报》2月21日披露，由于韩国政府拒绝参与美国提出的韩美日联合空中演习，美日两国 于16日和18日在日本海和东海单独实施了联合演习。据称，韩方此后还就中美战机对峙一事向美方提出 抗议。尽管韩国国防部后来否认拒绝参演的说法，但美韩在涉华问题上的分歧已然愈发明显。 报道提到，美军4架B-52战略轰炸机参与了此次演习，从关岛起飞的B-52于18日在济州岛以南至台湾方 向的东海海域训练后北上，一度进入黄海空域。 美军B-52轰炸机与日本航空自卫队F-15编队飞行 日本统合幕僚监部19日证实，自卫队与美军实施了联合演习。此次演习中，美军4架B-52战略轰炸机、 日本航空自卫队6架F-2战机、5架F-15战机于16日 ...

这一举措的背后，还隐藏着一层复杂的外交图谋。很多分析人士认为，俄罗斯之所以急于推进稀土产业独立，除了保障本国经济安全外，还把稀土作为与美 欧以及亚洲国家博弈的关键筹码。在面对美国提出的供应链多元化倡议时，俄罗斯拥有更多的自主资源，就能在谈判中占据更有利的位置。然而，由于俄乌 冲突尚未获得实质性进展，俄罗斯与西方国家在稀土领域的真正合作空间仍显得非常有限。美国在全球范围内争夺矿产资源的战略，迫使俄罗斯必须谨慎应 对。 俄罗斯总统普京最近在克里姆林宫下达了一项指令：要求政府制定一份完整的稀土及稀有金属的开采与生产路线图。此举的核心目标显而易见——让俄罗斯 尽快摆脱对中国在稀土供应和加工方面的依赖，建立起自主可控的产业链。 尽管俄罗斯资源丰富，但多年来在稀土领域的开采和深加工方面却未能形成完善的产业体系。在全球供应链风暴愈演愈烈的今天，这一短板暴露得尤为明 显，俄罗斯意识到，这样的局面必须加以改变。 稀土，远非普通的矿产，它是现代工业和国防技术的血液。从导弹制导系统、雷达设备，到电动汽车、电机永磁材料，几乎所有尖端技术的背后，都离不开 稀土的身影。近年来，中国对稀土出口实施了严格管控，将相关技术的出口纳入审批范围， ...

在遭遇特朗普不断"暴击"后，加拿大开始战略转向。 加拿大总理马克·卡尼5日宣布一项电动汽车新战略，包括重启购车补贴，并表示将与中国合作推动加拿大本土生产和出口电动汽 车。 报道称，乔利6日在接受彭博新闻社采访时说，麦格纳国际公司、利纳马尔公司和马丁里亚国际公司等加拿大汽车零部件企业已 在中国开展业务，可以参与在加拿大设立的合资装配厂。 她说："我们相信这些优秀的加拿大公司可以与中国电动车公司合作，打造销往世界各地的中加合资汽车。" 根据加拿大总理府发布的声明，加拿大将充分利用现有和新增的贸易协定，包括近期与中国达成的电动汽车合作协议，以促进 该领域的大规模投资，实现加拿大汽车出口市场多元化，并将加拿大打造成为全球电动汽车领域的领导者之一。 1月20日，在瑞士达沃斯举行的世界经济论坛年会期间，加拿大总理卡尼发表演讲。卡尼表示，加拿大等中等大国必须转变策 略，避免沦为强大势力进一步"胁迫"的牺牲品。"如果我们不在谈判桌上，就会出现在菜单上。" 加拿大：正努力促成中加合资制造电动汽车 据参考消息援引新加坡《联合早报》网站2月7日报道，加拿大工业部长梅拉妮·乔利称，加拿大政府正努力促成中加合资制造电 动汽车，销往全球 ...

每经编辑｜段炼 在遭遇特朗普不断"暴击"后，加拿大开始战略转向。 加拿大总理马克·卡尼5日宣布一项电动汽车新战略，包括重启购车补贴，并表示将与中国合作推动加拿大本土生产和出口电动汽车。 根据加拿大总理府发布的声明，加拿大将充分利用现有和新增的贸易协定，包括近期与中国达成的电动汽车合作协议，以促进该领域的大规模投资，实现 加拿大汽车出口市场多元化，并将加拿大打造成为全球电动汽车领域的领导者之一。 1月20日，在瑞士达沃斯举行的世界经济论坛年会期间，加拿大总理卡尼发表演讲。卡尼表示，加拿大等中等大国必须转变策略，避免沦为强大势力进一 步"胁迫"的牺牲品。"如果我们不在谈判桌上，就会出现在菜单上。" 加拿大：正努力促成中加合资制造电动汽车 据参考消息援引新加坡《联合早报》网站2月7日报道，加拿大工业部长梅拉妮·乔利称，加拿大政府正努力促成中加合资制造电动汽车，销往全球。 报道称，乔利6日在接受彭博新闻社采访时说，麦格纳国际公司、利纳马尔公司和马丁里亚国际公司等加拿大汽车零部件企业已在中国开展业务，可以参 与在加拿大设立的合资装配厂。 她说："我们相信这些优秀的加拿大公司可以与中国电动车公司合作，打造销往世界各地的中 ...

Market Overview - The global high-strength aluminum alloy market is projected to surge from $66.01 billion in 2025 to $115.29 billion by 2030, indicating a compound annual growth rate (CAGR) of 11.8% [1] - A structural shortage is emerging due to the widening gap between downstream demand and upstream realities, exacerbated by challenges such as smelter closures in Europe and export controls in China [1] European Aluminum Production - The EU currently consumes 13.5 million tons of aluminum annually, but primary aluminum production has plummeted to just 0.95 million tons, resulting in a structural deficit of 93% [2] - Since 2010, primary aluminum production in Western and Central Europe has decreased by over 25%, leading to a significant reduction in upstream capacity [3] Slovak Aluminum Industry - Slovakia requires approximately 6 to 7 million tons of aluminum, with the remainder being imported; the Slovak government is advocating for the restart of the Slovalco smelter, which previously had an annual output of 175,000 tons [3] - The smelter's closure is attributed to high energy costs, with each ton of aluminum requiring 13 to 15 megawatt-hours of electricity [3] - A proposed 10-year support plan and €100 million investment to restart the smelter face significant technical challenges, particularly regarding the replacement of frozen electrolytic cell linings [3] Key Mineral Bottlenecks - The growth of high-strength alloys is closely tied to the 7xxx and 5xxx series, which are critical for aerospace and defense, requiring magnesium and zinc [4] - Zinc, a primary strengthening agent for 7xxx series alloys, is under supply pressure, with LME zinc inventories expected to drop to critically low levels by the end of 2025 [4] - Despite a projected surplus in zinc supply in late 2026 due to new mines coming online, market volatility remains a concern [4] Aerospace Demand - The aerospace sector continues to be a major driver of aluminum demand, with Airbus and Boeing having backlogs exceeding 14,000 aircraft orders, equivalent to 11 years of production at current sales rates [4] - Each narrow-body aircraft wing requires substantial amounts of 7150 or 7055 aluminum alloy sheet, providing significant pricing power to processors like Constellium SE, which reported a 61% increase in unit metal margins [4] Regulatory and Green Aluminum Challenges - The industry faces a dichotomy between "polluting" aluminum and "green" aluminum, with the EU's Carbon Border Adjustment Mechanism (CBAM) imposing carbon taxes on imported metals starting January 1, 2026 [6] - The paradox arises as Europe shuts down low-carbon smelters due to high energy costs while taxing high-carbon imports to compensate for production losses [6] - Recycling is often seen as a solution, but high-strength alloys face chemical composition limitations, as recycled aluminum typically contains iron, which can create brittle structures unsuitable for critical aerospace components [6] - The transition to a $115 billion market is not solely a demand issue but also a challenge of conversion capacity and clean energy, with the industry's strategic autonomy at risk until the consumption-production gap in Europe is addressed [6]

Core Viewpoint - The speech by Mark Carney highlights the rupture of the existing world order, emphasizing the end of a comforting illusion and the beginning of a harsh reality where geopolitics is no longer constrained. It calls for middle powers like Canada to build a new order based on core values such as human rights, sustainable development, and cooperation [5][10][41]. Group 1: Current Global Dynamics - The old world order is tearing apart, leading to pain but is unavoidable; globalization has become a lie, and de-globalization is beginning [10]. - Major countries recognize the need to enhance their strategic autonomy in areas like energy, food, critical minerals, finance, and supply chains [10][16]. - Middle powers must unite to gain negotiation power against hegemonic nations [10][30]. Group 2: Historical Context and Realism - The speech references Václav Havel's concept of "living within a lie," illustrating how systems persist through compliance rather than truth [12][48]. - The previous international order, while beneficial, was based on a narrative that was not entirely true, with strong nations often exempting themselves from rules [49][50]. - The current crises in finance, health, energy, and geopolitics have exposed the risks of extreme global integration [52]. Group 3: Strategic Autonomy and Cooperation - Countries must develop greater strategic autonomy as the rules-based order no longer protects them [54]. - A world of fortresses will be poorer and more fragile; thus, collective investments in resilience are more beneficial than individual fortifications [57][58]. - Canada is shifting its strategic posture, moving towards a "value-based realism" that balances principles with pragmatism [59][60]. Group 4: Canada's New Approach - Canada is actively engaging in broad, strategic relationships, prioritizing depth that reflects its values [61]. - The government has implemented tax cuts and is fast-tracking investments in various sectors, including energy and AI [63]. - Canada is diversifying its international partnerships, signing multiple trade and security agreements across continents [64][68]. Group 5: Future Vision and Challenges - The speech emphasizes the need for middle powers to act together, as they risk being sidelined in negotiations with great powers [71]. - Middle powers must stop pretending and face the reality of the current international system, which is characterized by great power rivalry [73]. - Canada aims to build a new, stronger, and more just order from the current fractures, recognizing that genuine cooperation is essential for survival [79][82].

Group 1 - The ongoing geopolitical crisis, particularly the Russia-Ukraine conflict, is prompting Europe to reassess its strategic autonomy and independence, rather than leading to its downfall [1] - Major European countries like Germany and France are leveraging the crisis to reshape their geopolitical stance and reduce reliance on traditional international models [1] - The fear of war in European society is diminishing, showcasing a historical resilience rooted in past experiences, including two world wars [1] Group 2 - The current stalemate in negotiations indicates that both parties are now addressing critical issues related to interests and territorial disputes, suggesting a deeper engagement in the negotiation process [3] - The fundamental contradictions between Ukraine's Westernization and Russia's security concerns remain unresolved, indicating that any ceasefire may only be temporary without a political solution [3] - Ukraine's position in negotiations is precarious, often treated as an object rather than a subject, highlighting the complexities of choosing between war and peace [5] Group 3 - As European natural gas prices stabilize and alternative energy infrastructure develops, Europe is adapting to a new energy landscape without reliance on Russian supplies [5] - The shift from military stalemate to diplomatic negotiations suggests that major powers are increasingly engaging in behind-the-scenes discussions, indicating a potential opening for diplomatic solutions [5] - Achieving lasting peace requires addressing the root causes of conflict, as the war has fundamentally altered national relationships and regional dynamics [5]

Group 1 - The trade war initiated by the US against China in March 2018 involved tariffs on steel and aluminum, leading to reciprocal tariffs from China on US goods like soybeans and automobiles [1] - Over time, the trade friction escalated, with the US expanding the scope of tariffs while China responded with countermeasures, maintaining strong export momentum despite increased costs for US companies and rising consumer prices [1] - China's firm stance against US pressure is rooted in historical lessons, recognizing that yielding leads to greater dominance by the US [10][12] Group 2 - The Plaza Accord of 1985 resulted in the appreciation of the Japanese yen, which harmed Japan's export competitiveness and led to economic difficulties, including a stock market and real estate bubble [3] - Japan's eventual compromise did not yield better economic prospects, leading to a prolonged period of stagnation known as the "Lost Decade," where Japan lost significant economic power and job opportunities [4] - The lessons from Japan's experience highlight the risks of yielding to US pressure, as it can lead to a loss of economic autonomy and competitiveness [17] Group 3 - The Alstom case illustrates the use of US jurisdiction to impose penalties on foreign companies, resulting in significant fines and the acquisition of Alstom's power division by General Electric, which diminished France's strategic autonomy [6][8] - The French government's initial attempts to intervene in the acquisition were ultimately ineffective, leading to job losses and a weakened position in the global energy market [8] - This case serves as a cautionary tale for other nations, emphasizing the importance of protecting domestic industries from foreign pressures [13] Group 4 - China's response to the trade war has been characterized by innovation and economic transformation, contrasting with Japan's past compromises [13] - The US's attempts to restrict China's technology sector through export controls have been undermined by China's rapid advancements in artificial intelligence and other fields [15] - Unlike Japan's economic decline post-Plaza Accord, China has maintained economic growth and resilience, positioning itself as a key pillar of global economic stability [15] Group 5 - The historical context of Japan's and France's economic challenges informs China's current strategy, which emphasizes the importance of not yielding to external pressures [19][20] - China's commitment to maintaining its economic sovereignty and resisting US dominance is seen as crucial for sustainable development and global trade order [20] - The ongoing trade tensions highlight the need for countries to learn from past mistakes and adopt a firm stance to protect their economic interests [19]

Group 1 - The meeting between Chinese President Xi Jinping and French President Emmanuel Macron emphasizes the strategic partnership and mutual respect between China and France, highlighting their roles as independent major powers promoting global multipolarity and cooperation [1][2] - Both leaders reaffirmed their commitment to deepening the comprehensive strategic partnership, with Macron expressing the desire to visit China annually, which reflects the ongoing high-level strategic dialogue between the two nations [2][3] - The bilateral trade between China and France reached 68.75 billion USD in the first ten months, with cumulative mutual investments exceeding 27 billion USD, showcasing a diverse range of cooperation from high-tech sectors to consumer goods [2][3] Group 2 - The strategic significance of China-France relations is underscored by their collaborative efforts on global issues such as the Ukraine crisis and climate change, indicating a shared responsibility in addressing international challenges [3][4] - France's role as a bridge in China-Europe relations is highlighted, with Macron advocating for European strategic autonomy and emphasizing the importance of pragmatic cooperation with China to enhance Europe's resilience and influence [3][4] - The recent visit by Macron, accompanied by ministers and business leaders, resulted in multiple cooperation agreements in sectors like nuclear energy and agriculture, signaling China's openness to collaboration with Europe and reinforcing the necessity of the China-France partnership [4]