At 9 a.m. on October 9, the Chinese Ministry of Commerce first released a note entitled "Technology King Bang": Rare-earth related technology, not allowed to export!
Not "research", not "soliciting opinions", but " Immediately into force”。 This rhythm can be called the "blitzkrieg" of the international economic and trade version.
Why are you in such a hurry? Coincidentally, just a few days ago, Pakistan just packed two tons of rare earth samples and sent them to the United States, along with a number of "strategic specialties" such as copper and antimony.
Trump pledged $500 million in cooperation, even claiming to have "saved the lives of American military workers".But no one expected that an announcement of the Ministry of Commerce on October 9, this seemingly nailed on the board, instantly turned into a "visible and inadequate" cake.
Even more striking is the operation of the Pakistani side: it was to build a $1.2 billion rare-earth port in Pasni, only 112 kilometers from Guadal Harbour, built in China. To know that Guadal Harbour is China spent 14 years, broke the $33.7 billion built "One Belt and One Road" throat, the two ports are close to each other to see the bridge lights, netizens spoke "which is the port, clearly in the gate of neighboring home" at the same time shouting "China is the Iron Belt Brothers", while the strategic resources and port packaging to the United States, this wave of "right-to-source" operation, finally kicked the iron board.
The key is hidden in the rare soil "transformation code". Many people think that the rare soil can be digged out, in fact this is a thing with coffee beans, the original mine itself is not worth money, can sell the heavenly price is the high purity products after purification. Pakistan's rare soil mines are mixed with dozens of impurities such as iron, magnesium, and 17 rare soil elements are chemical properties similar to "twin" to separate from the blind box and test technology.
As for the U.S. Army's most beautiful F-35 fighter aircraft, each has to use 417 kilograms of rare earth, the nuclear submarine has to swallow 4 tons, from the rocket to the navigation system fully supported by it. But these high-end equipment is recognized as "origin", only purity of more than 99.99% of rare earth materials. Without China's extraction process, the excavated minerals are a pile of useless stones - - the U.S. Texas separation plant has been crumbling for more than two years, even environmental approval has not been passed; the project in Alaska is worse, the officers have been dragged to work for 12 years.
This is not blasphemous, China's rare-earth purification technology is true. in the 1990s, Europe and the United States dropped dirty work to us, our engineers holding the burning cup in the workshop for ten years, only to overcome the separation problem of 71 elements, now the world's eighty percent of high-end processing capacity is in our hands.
This regulatory announcement of the Ministry of Commerce has just come down, the publication of the 9th morning at 9 o'clock comes into effect immediately, there is no buffering period, called by netizens. "Economic and Trade Edition Blitzkrieg"The control list is clear: from the rare-earth mining selection technology, to the solvent extraction process of metallurgy separation, to the core parameters of magnetic materials manufacturing, even the gateway for secondary resource recycling.
Someone may wonder why Pakistan should not take this risk? in the end is still pushed by money. This country's foreign debt is up to $13 billion, foreign exchange reserves can only support imports for three months, China accounts for more than $200 billion of foreign debt. The US thrown $500 million, for them is a life-saving money, and the pledge to build a refinery, can not be rejected.
But they forgot that China's regulation was never a temporary deal, and the defense line was laid out early on. At the end of 2024, the key materials of uranium and uranium were first controlled, and in April 2025, the medium and rare soil such as uranium and uranium was incorporated into the regulation, this supplementary technology control is equivalent to putting the "power key" of the rare-earth industrial chain firmly in the hand. As the netizens say, "formerly the raw material of the card, now the control technology, from the sale of flour to the tube recipe, is not a scale at all."
European rare-earth enterprises rushed to jump, a company in order to a production line debugging program, not only promised "never use the military", but also proactively prepared for each batch of products to go. American military industrial giants are even more panicked, their hands of uranium, uranium reserves can only support for 40 days, once the rare-earth processing is over, the loss is $ 2.3 billion per day, 1900 weapons systems have to "lay down".
Someone may be worried about "will not hurt yourself"? In fact, it is completely unnecessary. China's rare earth industry chain annual output value exceeds 40 billion, a rare earth market value in the north is almost 200 billion, the export pressure in the civilian field is unlimited.We are fighting for military sensitive uses, legal compliance enterprises have green channels, BMW, Volkswagen these car companies have long been granted a supply license.
This game of rare earth, in the end, is the competition of technical strength. The United States is always thinking about finding alternative minerals, but does not want to supplement the technical shortcomings — — the domestic rare earth processing capacity is less than 5%, the top talents all run into the financial Internet, want to build a complete industrial chain for at least five years and hundreds of billions of dollars, is not realistic. and early China has formed a complete ecology from exploration to application, which can not be replicated by crushing money, a generation of bubbles in the lab.
Now look at the photo of Trump and Munir, somewhat ironic.Rare-earth this thing, never is who has a mine who says to count, but who has technology who is the boss. Pakistan's Pasni port may be built, but without China's "technical code", this port is probably only transporting the mine, and can not be the "strategic backbone" that the United States expects.
Finally, I want to be honest: China has never wanted to engage in a blockade. After all, companies such as Northern Rare Earth and China Rare Earth also need overseas markets. But the red line of national security cannot be touched. If you can stuck our necks with technology, don't blame us for keeping our housekeeping skills. There is no smoke in the rare earth war, but the confidence of technology has always been the hardest fist.