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美国有矿也无用!全球90%稀土依赖中国,这次直接放大招!
Sou Hu Cai Jing· 2025-10-09 16:43
美国那边又在搞稀土新策略了? 中方这次直接放大招! 把稀土管控直接升级成"技术锁喉"模式。 以前只是管稀土卖不卖,现在连怎么挖、怎么炼、怎么回收的技术和设备维修服务统统卡住! 因为全球稀土格局早变天了:中国稀土储量现在不到全球40%,美国自己就是挖矿大户。 美国还能从加拿大、澳大利亚这些小弟手里进货,他们根本不缺矿石。 但问题来了——美国能把石头变高科技材料吗? 做不到!这套从矿石到磁铁的"魔法"需要几十年技术积累、全球90%的精炼产能和70%专利都在中国手里。 这次新规有多厉害? 稀土矿挖出来是一锅"大杂烩",分离提纯的技术中方独家,美国工厂不是没试过,结果成本爆炸还污染环境。 像电动车用的高性能磁铁这种"摇钱树"技术,西方以后别想轻松搞到。 以前还能偷偷搞技术合作,现在连雇中方专家修设备都算违规! 最着急的是美国军工。 F-35战机每架要用417公斤稀土,生产线动不动就停工。 中国出这招还有隐情:今年抓了好多走私稀土技术的,有人把技术卖给外国。 中国现在玩的是"产业能力",西方还在满世界找矿,我们早就在更高维度控制技术命脉了。 这波操作,稳准狠! 稀土就像现代工业的"隐形维生素",从手机到战斗机都离不开它 ...
欧盟依赖中国稀土供应,明确告诉特朗普:会自主决定是否对华加税
Sou Hu Cai Jing· 2025-10-01 13:50
特朗普在意识到美国无法在对华关税战中取胜后,转而向盟友施压,要求他们也对中国的商品加征100%的关税。然而,不论特朗普怎么施压,这一战略已 经被有效破解。自从日本的石破茂政府明确拒绝了特朗普的要求后,欧盟也开始对美国说"不"。 根据9月22日《观察者网》的报道,欧盟委员会主席冯德莱恩表示,欧盟在关税问题上将自主做出决定,并指出美国的要求实际上是在向俄罗斯施压,目的 是促使俄罗斯重返谈判桌。因此,欧盟明确表示不会按照美国的要求对中国和印度加征关税。 欧盟的这一决定背后,重要的一个原因是中国掌握了欧盟的关键资源——稀土等战略金属。中国的稀土出口数据显示出这一依赖的严重性。8月份,中国对 欧盟的稀土出口量激增了21%,达到2582吨,而对美国的出口却下降至590吨。自今年年初以来,中国对欧盟的稀土磁铁出口量已经是对美国的三倍。彭博 社也承认,"欧盟对中国供应的依赖程度高于美国",也就是说,欧盟对中国的稀土供应更加"依赖"。 在特朗普政府宣布对中国商品征收"对等关税"后,仅仅两天,中国就出台了一系列反制措施,对七类中重稀土物品实施出口管制。这些稀土对于制造高性能 磁铁至关重要,而这些磁铁又广泛应用于军用战斗机、导弹、 ...
“欧洲企业又叫屈:中国给稀土吧”
Sou Hu Cai Jing· 2025-09-17 06:02
Group 1 - The EU is considering sanctions against Chinese and Indian companies under the pretext of "Russia-related" activities, influenced by the Trump administration's pressure [4][5] - The European Chamber of Commerce in China reported that strict controls on rare earth exports from China are causing significant supply bottlenecks for European companies, leading to increased operational disruptions [1][3] - The approval rate for export licenses from China for European companies is less than 25%, exacerbating the supply chain issues faced by these businesses [1] Group 2 - The EU relies almost entirely on China for rare earth imports, with nearly 100% of its rare earth needs sourced from China, highlighting the dependency on Chinese supply for critical metals [4] - The Chinese government has stated that its export control measures are in line with international practices and are not discriminatory against specific countries [4] - The ongoing trade tensions have led to complaints from European manufacturers about potential production halts due to delays in obtaining necessary materials from China [3][4]
中美对立波及全球稀土供应链
日经中文网· 2025-05-06 06:31
Core Viewpoint - The article discusses the increasing geopolitical tensions between the US and China regarding rare earth elements, highlighting the potential impact on global supply chains and the strategic importance of these materials in various industries, including electric vehicles and high-tech products [1][2][4]. Group 1: Geopolitical Tensions - The US has initiated an investigation into the import of critical minerals, including rare earths, citing security risks associated with reliance on China [1]. - China's export control measures on rare earths, particularly in response to US tariffs, are expected to disrupt global supply chains [2][4]. - The US Geological Survey indicates that China accounts for approximately 70% of global rare earth mining, despite a decrease from over 90% in 2010 [2]. Group 2: Domestic Regulations in China - The Chinese government is tightening control over rare earth mining and processing, limiting these activities to state-owned enterprises [3]. - New regulations aim to strengthen oversight of rare earths imported from countries like the US for processing [3]. Group 3: Applications and Market Impact - Rare earths are essential in various applications, including electric vehicles, wind turbines, high-performance magnets, and medical fields, earning the nickname "industrial vitamins" [4]. - Japan and the US together account for 53% of China's rare earth exports, indicating a significant dependency on these materials [4]. - The potential disruption in rare earth supply due to US-China tensions could have major implications for the global high-tech product supply chain [4].
中国限制稀土出口,业界警告车厂恐在数月内停产
Guan Cha Zhe Wang· 2025-04-21 01:18
Core Viewpoint - China's recent export controls on rare earths are a strategic response to U.S. tariffs, raising concerns in the Western automotive industry about supply shortages and potential production halts [1][4][6] Group 1: Impact on Automotive Industry - European and Japanese automotive sectors are worried about supply shortages due to limited inventories of rare earths and magnets, prompting companies to stockpile materials and seek alternative suppliers [1][3] - Trade experts warn that if China completely halts exports, critical magnet inventories could be depleted within months, leading to significant disruptions in the automotive supply chain [1][3] - A trader from Tradium highlighted that most automotive manufacturers have only 2 to 3 months' worth of magnet inventory, indicating a looming crisis if supplies do not resume [1][3] Group 2: China's Export Control Measures - China's export controls focus on medium and heavy rare earths essential for high-performance magnets used in military and electric vehicles, with approximately 90% of refined rare earths sourced from China in 2023 [3][4] - The Chinese government emphasizes that these measures are aimed at safeguarding national security and fulfilling international obligations, reflecting common practices in export control [4][5] Group 3: Global Supply Chain Challenges - Japan and other countries are exploring alternatives to reduce reliance on Chinese rare earths, with companies like Lynas planning to expand production in Malaysia by 2025 [5] - Current national reserves in Japan may provide a temporary buffer of 2 to 3 months, but establishing a reliable alternative supply chain remains a critical challenge [5][6] Group 4: Long-term Implications - Analysts suggest that the tightening of export controls could lead to rising costs for U.S. defense companies, as light rare earths used in magnets have not yet been targeted [5][6] - The situation underscores the long-standing dependency of the U.S. on Chinese rare earths, with slow progress in domestic policy and industry development over the past 15 years [6]