当全世界还沉浸在新年的余温里，79岁的特朗普却像个打了鸡血的斗士，精力旺盛得让人害怕。 他在委内瑞拉搞事情，在格陵兰岛指手画脚，甚至还在伊朗那边煽风点火。但这些跟他在1月14日签下的那份"总统公告"比起来，简直就是小巫见大巫。 这份公告的内容简单粗暴，翻译成人话就是一句"死命令"：所有的盟友听好了，我只给你们180天！ 在这180天里，你们必须把稀土供应链给我彻底换血，把"中国元素"剔除得干干净净。如果做不到？那就准备好迎接高额关税的大棒和各种贸易壁垒的围剿 吧！ 大家注意，是180天，不是180个月！截止日期直接定在了今年的7月13日。 这哪里是搞经济建设？这分明就是一场政治摊牌！特朗普这是直接把刀架在了盟友的脖子上：要么跟着我一起跳崖，要么就被我一脚踢开。 为什么特朗普这么急？急得连最基本的商业常识都不顾了？原因很简单，美国人慌了，而且是那种看着手里底牌一张张变少的心慌。 美国商务部自己搞了个调查，结果把精英阶层吓出了一身冷汗。直到2024年，美国竟然还有12种关键矿物是100%完全依赖进口的，还有29种矿物的进口依 赖度超过了50%。 最讽刺的是什么？是美国脚底下明明踩着钴矿、锂矿甚至稀土矿，可他们就是 ...

Core Viewpoint - The article discusses the escalating geopolitical competition between the U.S. and China over rare earth resources, particularly focusing on the strategic significance of Greenland's Tanbreez rare earth mine and the implications for global supply chains and energy dynamics [3][15]. Group 1: Market Reaction - On October 6, 2025, Critical Metals (CRML.US) saw its stock price surge by 109%, reaching a market capitalization of over $1.2 billion, marking the largest single-day gain on NASDAQ in nearly a decade [3]. - Following the announcement, the U.S. rare earth sector experienced a collective rally, with MP Materials rising by 4.8% (up 355% year-to-date), USA Rare Earth increasing by over 12%, and American Resources climbing by 13% [4]. Group 2: Greenland's Strategic Importance - The Tanbreez rare earth mine in southern Greenland has total reserves of 4.7 billion tons of ore and 28.2 million tons of rare earth oxides, accounting for 12% of the world's known reserves [5]. - The mine's heavy rare earth content is three times that of typical deposits, essential for manufacturing F-35 radar and Tesla motors, with an expected annual production of 85,000 tons of rare earth concentrate, meeting 20% of U.S. demand [5]. Group 3: Geopolitical Context - The Trump administration's previous attempts to purchase Greenland have shifted to capital penetration strategies, utilizing the Defense Production Act to provide subsidies under the guise of national security [6]. - Collaborations with major tech companies like Apple and General Electric aim to secure 90% of the mine's rare earth output, while military cooperation leverages the Thule Air Base for enhanced Arctic route control [6]. Group 4: U.S.-China Rare Earth Competition - China controls nearly 50% of the global rare earth reserves, with significant technological and cost advantages, producing praseodymium-neodymium oxide at one-third the cost of U.S. firms [7]. - The U.S. is attempting to reconstruct its supply chain from mining to magnet production, investing in domestic resources while forming alliances with countries like Japan and Australia [8]. Group 5: Future Projections - Short-term (2025-2027): The U.S. is expected to accelerate domestic production, while China may impose export controls, potentially driving global rare earth prices above $200,000 per ton [14]. - Mid-term (2028-2030): The emergence of a "tripartite" structure with the EU and India releasing production capacity, although China will still control 70% of separation capacity [14]. - Long-term (post-2030): Increased focus on rare earth recycling technologies, with urban mining becoming a significant resource strategy [14].