Group 1 - The UK is lobbying South Korea to adopt Rolls-Royce as the supplier for its new fighter jet program [1]

好家伙！稀土价格直接飙涨210%，这哪是涨价啊，简直就是坐火箭！ 中国这次可是动了真格，一纸出口管制令甩出来，直接把欧美高科技产业的命门给掐住了。看着欧洲市场镝价窜到850美元/公斤，铽价更是疯涨到3000美 元/公斤，那些整天对我们指手画脚的西方国家终于尝到卡脖子的滋味了。 不过有意思的是，这边稀土价格起飞，白宫那边财政部长贝森特就急吼吼地喊话要谈判——早干嘛去了？现在知道疼了才想起来说软话？要我说啊，这稀土 大战背后可藏着不少门道， 更可笑的是某些西方媒体，一边嚷嚷中国破坏供应链，一边偷偷联系中间商想高价扫货。要我说啊，这些政客就是欠收拾——咱们管制令才实施几周，他们 就集体破防，要是真断供三个月，怕不是得跪着求上门？ 中国这招稀土管制真是打在了七寸上！别看这些中重稀土名字拗口，什么镝、铽、钕的，可都是制造战斗机发动机、精确制导导弹、隐形涂层这些高端军工 产品的维生素。更别提新能源车、风力发电机这些绿色科技产品，离了稀土根本玩不转。美国国防部去年还嘴硬说库存充足，结果咱们管制令一出，他们 80%的稀土进口立马悬空。这就像打麻将时突然把对手的将牌全抽走，任你技术再高也得抓瞎。 要说最绝的还是咱们的组合拳，去 ...

Core Viewpoint - The article discusses the negative impact of Trump's tariff policies on the U.S. economy, highlighting criticism from former Treasury Secretary Janet Yellen, who argues that these policies are detrimental to American interests and ultimately harm U.S. businesses and consumers [1][6][20]. Economic Impact - Since the implementation of tariffs, U.S. economic growth has slowed, with a reported contraction of 0.3% in the first quarter of the year, marking the worst performance since the COVID-19 pandemic began [2][5]. - The tariffs have led to a surge in imports as companies stockpile goods, resulting in a record trade deficit of $162 billion in March, the highest since the 1990s [3][5]. - This "preemptive stocking" has temporarily boosted inventory investment but has drained future demand, leading to reduced new orders and consumer purchasing power [3][5]. Trade Relations - The retaliatory tariffs imposed by the EU and Japan have adversely affected U.S. agricultural exports, particularly soybeans, which saw a decline in export volumes [5][6]. - Yellen emphasizes that the ongoing tariff war will only exacerbate the economic challenges faced by the U.S., as multiple vulnerabilities are tied to reliance on China [6][20]. Key Vulnerabilities - The U.S. is heavily dependent on China for rare earth elements, with China controlling 70% of global rare earth mining and 90% of refining, which are critical for various industries including technology and defense [8][16]. - The tariffs have disrupted supply chains, with U.S. manufacturers facing increased costs and quality issues due to reliance on Chinese components [11][13]. - The high demand for Chinese products means that tariffs ultimately burden U.S. companies, as they are forced to absorb the additional costs [14][16]. Recommendations - Yellen advocates for a cessation of the tariff policies and a restoration of trade relations with China, arguing that collaboration in future industries like clean energy and artificial intelligence is essential for U.S. economic growth [18][20]. - The article suggests that continuing the current approach could isolate the U.S. internationally, as allies may shift their alliances towards China [19][20].