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31 countries unite to deal with China's rare earths, and tariffs will be imposed if they don't increase supply

31 countries "declared war" to China's rare earth, hanging out of their brains and breathing out 4 tricks, and did not think of the Chinese side.

The United States and Western countries are now at a loss against China's "rare earth card", but China's control policy on rare earths has caused them a headache. So the G7 and the European Union are planning together how to force China to compromise and give in in this competition for rare earth dominance, and resume how much rare earths the United States and the West want and how much "unlimited supply state" China will give before the Sino-US trade war starts.

There are 31 countries in the G7 and the European Union. After racking their brains, they have come up with four tricks.

The first trick is to raise the regulatory threshold for foreign investment, attempting to limit enterprise investment in China by using this method, and delay China’s further monopoly on key minerals such as rare earth.

The second is to set local content rules or limit rare-earth quotas purchased from China in public procurement tenders to reduce dependence on China.

The third measure is to impose tariffs or so-called carbon taxes on China's rare earth and small batch metal exports to increase the cost of China's rare earth exports to the United States and Western countries. The ultimate goal is to get rid of over-dependence on China's rare earths.

The fourth trick is to set a lower price limit for rare earth, in accordance with the path that the United States has previously practiced, in an attempt to seize the pricing power of rare earth resources.

In addition to the aforementioned tricks, the G7 and EU countries also intend to fight for rare land with China through joint procurement policies, signing mutual agreements within the G7 and creating joint projects for key mineral reserves.

The ideal is full, but the reality is cruel. Without establishing a "non-Chinese rare earth industrial chain", these 31 countries are trying to "declare war" with China in the field of rare earths, which is tantamount to hitting a stone with an egg. What awaits them is the inevitable outcome.

China's monopoly position in the rare earth field can be visually reflected in the data.The global rare earth mineral production China accounts for more than 60%, at the processing stage, China's rare earth production accounts for 92% of the global production.

In other words, even if other countries mine enough rare earths, they do not have the ability to process and refine them. In the end, they have to ship them to China for processing before they can be used. Therefore, in the global field of rare earth processing, China has almost monopoly control.

It's not that the United States and Western countries have tried to get rid of their dependence on China's rare earths in the past, and all of them have ended in failure without exception. For example, the U.S. government has invested heavily in domestic mineral mining, but the capital thinks it is unreliable at all, and no one participates in this loss-making business. The EU has been forced to mine in space. Because of the technical difficulty, there has been no actual movement so far.

This time, 31 western countries have joined forces to try their best to make a big stir on the rare earth issue. The first difficulty they have to overcome is whether they can unify their positions. As long as they can't achieve a high degree of unity in these means, it will be difficult to achieve a breakthrough. possibility.

Secondly, whether these policies can really work, they should not have sufficient confidence in themselves. Whether it is restricting the price of rare land or imposing tariffs, it is conventional to play the law, and China, which occupies a monopoly position, has no pressure to cope.

It can even be said that the conspiracy of the U.S. West is under the control of China, and it does not rule out the possibility that China will completely disconnect from the U.S. West in the rare-earth field, when the U.S. West will face a more serious rare-earth crisis.

Although the current stage of the U.S. Western countries are still the main customer of China's rare earth, but holding resources and industrial chain two monopoly swords, the Chinese side can completely open a new rare earth market, back ten thousand steps, even if China's rare earth resources and products are not sold out, can also be used as strategic resources to make a large amount of reserves, one day may be able to make a great use.

Exhorting the U.S. Western countries not to do self-restraint, to do some useless work, to remove tariffs and trade barriers against China, and to restore normal trade relations, is the right way to solve the rare earth crisis.

Personal opinion, for reference only


News raw data sources → https://news.qq.com/rain/a/20250927A02VBK00

17WorldNews[2025.09.28-20:13] 访问:35
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