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34 countries are determined to fight a rare earth price war with China. This war cannot be fought unless the three problems are resolved

The United States and Western countries are determined to "make a war letter" against China, but they did not know that they gave themselves a knife first.

According to Reuters, the G7 countries and the 27 EU countries are preparing to set a lower limit on rare earth prices to promote production, while imposing tariffs and so-called carbon taxes on some Chinese rare earth exports, so as to force China to open rare earth.

China is protecting non-renewable resources by restricting rare earth exports

Regarding rare earth, China has long said very clearly that the export control of mineral resources such as rare earth is mainly based on the protection of this non-renewable energy, and is also a reminder for countries to cherish resources.

Not only that, the U.S. West also believes that these two tricks will inevitably compel the Chinese side to compromise, 34 countries will be able to get more rare-earth resources, so that the development of new energy, military industry and other fields in the U.S. West will go on a fast track again.

The first is not to find a suitable rare earth supplier. such as China has natural rare earth reserves not many countries, Mongolia is one, the United States has been in close contact with them before, the two sides also signed the development memorandum of understanding, but Mongolia finally decided to strengthen cooperation with China, cancelled the US rare earth orders. Pakistan has also discussed with the United States on the development of rare earth, but in Pakistan there are rare earth reserves, geological structure and other factors, the impact is likely to be only on the paper. Kazakhstan, Australia, Japan, India and other countries are the United States' intention to cooperate, but the cooperation plan has not been advanced, either inadequate reserves or other factors, overall, the American West's development plan is still only on the paper, they have not even a certain cooperation goal.

Second, there are shortcomings in key technologies, making it difficult to form a complete production line. Rare earth is the "vitamin" of modern industry, and it is extremely difficult to mine. The chemical elements in minerals need to go through complex processes such as multi-stage solvent extraction, ion exchange or chromatographic separation to improve the purity of a single element. At this stage alone, China has applied for 37 technical patents, but the United States lacks similar experience. In addition, deep-sea mining also faces high-pressure dilemmas. Whether it is deep-sea straw equipment or processing mud, it is necessary to master key technologies.

Key technologies need to be mastered in rare earth mining and refining processes

And the process of rare earth refining is often accompanied by radioactive elements and heavy metals pollution, the environmental pressure is great; the most deadly point is that the prior period needs to invest a lot of human, material and financial resources, such a high investment industry, in the absence of a complete production line, is likely to face no return of the economic bottleneck, which is also one of the fundamental reasons that the U.S. West has not changed the dependence on rare earth imports.

The third is the transportation cost issue. Rare earth transportation requires coordination and cooperation from all parties. Although air transportation is a good choice, it is not the first choice for transportation with low transportation volume and high cost. Railway transportation and sea transportation are indeed good choices, but the problem is that sea transportation is not suitable for all countries, and Railway transportation requires coordination with many countries, and there are not many international railway projects in the United States and the West in recent years.

Taken together, from resource search to mining, purification, and transportation, the United States and the West have almost no advantage. In the absence of nothing settled, 34 countries made up their minds to "write a war" against China, which was indeed a little too anxious, and this also exposed the inner anxiety of the United States and Western countries.

Previously, the US Western countries have repeatedly hyped the so-called "rare-earth armsization" to dirty water to China, attempting to use public opinion means to force China to lift restrictions on rare-earth exports, but over time they found that no matter what tricks the Chinese side is not lazy, because in the issue of resource protection, the Chinese side has always been speaking out.

Qualified companies still have the opportunity to obtain Chinese rare earths

Moreover, the Chinese side has not a stick to kill, compliant enterprises as long as the information submitted is not a problem, there are still many opportunities to get rare-earth resources. but since the 93rd parade, the U.S. Western countries really can not sit down, the eyes of China's various advanced weapons layer out infinitely, but the U.S. West does not even develop military industry raw materials, long ago, the U.S. West has any advantage to play with the Chinese side.

In short, this time the price war and the tariff war, I am afraid 34 countries have not advanced, because in the rare-earth mining, the U.S. West does not necessarily break the bottleneck.

Personal opinion, for reference only


News raw data sources → https://news.qq.com/rain/a/20250925A04O4800

17WorldNews[2025.09.28-18:57] 访问:36
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