矿产博弈

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苗头显现,美企绕开中国出口限制,3000余吨关键矿产第三国流入
Sou Hu Cai Jing· 2025-07-12 01:35
Group 1 - The core argument highlights that despite China's export controls on rare earths and other strategic minerals, the U.S. has found ways to circumvent these restrictions, leading to an increase in imports of materials like antimony disguised under different labels from countries like Mexico and Thailand [1][3][4] - The U.S. has seen a dramatic increase in imports of antimony, with some companies reporting a surge of over twenty times in the past six months, indicating a significant loophole in the export control measures [4][5] - The article discusses the evolution of smuggling techniques, where materials are disguised as other products, showcasing a sophisticated network that operates under the guise of compliance [7][9] Group 2 - China's dominance in the supply of rare metals such as antimony, gallium, and germanium remains unchallenged, with prices skyrocketing following the announcement of export restrictions, reflecting a genuine shortage in the supply chain [5][9] - The Chinese government has responded to the smuggling issue with a comprehensive crackdown, including enhanced legal measures and penalties, indicating a shift towards stricter enforcement of export controls [9][11] - The article emphasizes that the real challenge lies not just in resource extraction but in maintaining regulatory integrity and preventing illicit activities that undermine national security [12]