Group 1 - The core of national strategic security relies on control over key resources, with rare earth elements being a significant factor in the ongoing resource competition [1] - The U.S. military-industrial complex is heavily dependent on rare earth elements like samarium, praseodymium, and neodymium, which are crucial for advanced technologies [1] - During Trump's administration, the imposition of tariffs and technology restrictions on China led to a dramatic 60-fold increase in rare earth prices, creating procurement challenges for U.S. defense companies [1] Group 2 - Despite having rich rare earth mineral deposits, the U.S. lacks a complete processing industry due to decades of outsourcing, making it difficult to establish a domestic supply chain [3] - The Pentagon plans to invest in domestic rare earth companies and implement subsidy policies to encourage private sector development, reflecting the U.S.'s struggle with its industrial shortcomings [3] - Wall Street remains cautious about investing in rare earth projects due to high risks associated with technological barriers and environmental regulations [3] Group 3 - The U.S. is looking to Southeast Asia, particularly Myanmar, for rare earth resources, but the region's unstable security and poor transportation conditions pose significant challenges [5] - Even if rare earths are extracted from Myanmar, they still require processing in China, highlighting the U.S.'s continued reliance on Chinese technology [5] Group 4 - China's management of rare earth resources involves usage reviews and user screenings, allowing normal supply for civilian use while restricting military-grade demand, which positions China favorably in the global supply chain [7] - The ongoing rare earth competition illustrates the short-sightedness of the U.S. regarding critical resources and serves as a warning about the complexities of global supply chain security [7] - The situation emphasizes the need for countries to reassess their strategies concerning the control and cooperation over key resources in an increasingly competitive environment [7]

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 ...