美乌两国签署的矿产开发协议，被白宫描绘成打破东方垄断、重塑全球资源版图的妙手，然而这盘棋真 的有那么神吗？ «——【·千亿稀土成美乌对赌筹码·】——» 全球稀土供应链正被一场政策变动搅动得暗流涌动。2025年4月，中国商务部与海关总署联合发布公 告，对钐、钆等七类中重稀土物项实施出口管制。这记重拳落地，让长期依赖外部供应的美国彻底慌了 神。 «——【·前言·】——» 在全球稀土供应链因中国收紧出口而日益紧张的牌桌上，特朗普似乎打出了一张出人意料的"乌克兰 牌"。 特朗普迅速抛出一张"乌克兰牌"。他在白宫直言，希望乌克兰用稀土矿产换取美国援助。紧接着，美国 财政部长贝森特火速出访基辅，游说乌方开放矿产开采权，甚至提出要拿下50%稀土矿所有权的苛刻条 件。白宫将这波操作包装成"重塑全球资源版图"的神来之笔，仿佛乌克兰稀土能瞬间打破东方垄断。 2025年2月，泽连斯基主动喊话，宣称矿产协议必须捆绑美国安全保障，甚至放话要自建"北约"。这场 交易从一开始就不是平等合作，更像一场各怀鬼胎的政治对赌。 «——【·前总理泼冷水·】——» 乌克兰前总理阿扎罗夫的发声，给这场火热交易浇了盆冷水。这位熟悉乌资源家底的前政要直言， ...

Core Viewpoint - The EU and G7's planned joint response to China's new rare earth export regulations appears strong but is fundamentally weak due to internal divisions and differing national interests [1][5][18]. Group 1: Internal Divisions within G7 and EU - The G7 is marked by significant internal disagreements, with the U.S. expressing concerns while companies like Tesla seek to negotiate with China for rare earth usage [7][10]. - Japan publicly supports G7's stance but privately backs French rare earth companies, indicating a conflict of interest as its automotive industry relies heavily on Chinese supplies [7][10]. - Within the EU, countries like Denmark and France face potential crises due to their reliance on rare earths for industries such as wind turbine manufacturing and lack of domestic production capacity [7][12]. Group 2: Ineffectiveness of Proposed Measures - The EU's intention to emulate U.S. sanctions on China may backfire, as U.S. sanctions have not yielded significant results, with major U.S. rare earth companies still not operational [10][12]. - European automotive suppliers have warned that restrictions on rare earth supplies could lead to factory shutdowns, highlighting the potential risks of such measures [12][18]. Group 3: Challenges in Establishing Alternative Supply Chains - The EU's efforts to reduce dependence on China for rare earths are hindered by a lack of alternative supply chains, with proposals lacking the necessary technology and capacity to compete with China [17][20]. - Countries like Australia have rare earth resources but lack processing capabilities, necessitating reliance on China for processing [17][20]. - Even if new production capacities are established, cost competitiveness remains a significant issue, as European policies and subsidies are insufficient compared to those in China and the U.S. [17][20].