The contents of this article are written with authoritative materials and personal opinions. The source of the literature has been marked at the end of the article, so please know.
The U.S. government stopped the show for more than a week. On October 8, the U.S. Treasury Department sent a letter to the National Internal Revenue Service,"You are not allowed to work by law!"Even the tax authorities do not open the door, so how will the US government still work?
At this juncture, in the early morning of October 9, Beijing time, The Chinese Ministry of Commerce got a big deal as soon as it started.A heavy-pound announcement was suddenly released, leaving no buffering time for the market.
Announced by the Ministry of Commerce No. 62 2025 in accordance with Chinese law and with the permission of the State Council,At this moment, the export control of rare earth technology is imposed, and this announcement will take effect immediately.
The content of the announcement is clear, which technologies can not be exported? Rare-earth mining, metallurgy separation, metal metallurgy, magnetic materials manufacturing, these four core technologies are all included,Moreover, not only the core technology itself is not allowed to be exported, but "after-sales" services are also included in the ban, which means that production-related assembly, debugging and repair work are not allowed to be shipped abroad.
This blockade is aimed at all Chinese citizens and legal persons. This blocked the possibility of developing and utilizing rare-earth resources in other countries and regions through Chinese technicians and technical means.
In the past, when China controlled rare earth, it was "things", that is, looking at our Chinese rare earth products do not want to sell out, are ready to sell how much to which buyer, and so on.
Now raise the level, "skill"! That is to say, the technology outflow is stuck from the source. To put it simply, Those goods made of rare earths will still continue to be traded with others.But the key technology is not even allowed to touch it!
Professionals point out the key points, This is first of all a strong protection for China's rare earth technical talents. If any country wants to hire people with high salaries, or coerce them to obtain our core technology, it can give up.China is building technical barriers from the root.
China's chess,, has been down for a very long time. one hit hit the global rare-earth industry on seven inches.
Everyone knows that the United States, even its allies, Pakistan and Turkey, are not lacking in rare earth mines. What they lack is refining technology and separation technology, as well as manufacturing technology to turn minerals into high-value products.This mature process and equipment has always been exported to them by China.
As soon as China's ban came out, the United States' plan to build alternative supply chains around the world suffered setbacks. This is undoubtedly a huge bad news for the Trump administration.
House leaks are like night rains.The trouble of the United States is not just rare land, In the eight months before 2025, China's imports of U.S. soybeans have returned to zero.China, which was originally a big market, suddenly evaporated, which has caused the stockpiles of agricultural states in the Midwest to accumulate mountains, prices have fallen, Iowa, Illinois and these important states have made farmers complain, and the Trump administration is facing huge internal pressure.
The United States also wants to get out of trouble. On September 23, we will rely on "national capital" to strive to acquire 10% of the shares of American Lithium Industry, and then control the lithium resource of ThackerPass, Nevada.In the eyes of the outside world, this is the government's move to directly participate in key mineral companies. It is a very special method, the "American version of mixed reform".
But it is difficult for the United States to save itself, and the domestic political deadlock has shut down the government, which greatly damages its ability to participate and implement in international negotiations; The game situation between China and the United States has quietly changed.
Looking back at 2025, the trade war between China and the United States actually has a relaxing trend. The two countries signed joint declarations in May and August, with most tariffs lifted and 24% tariffs suspended for 90 days.But the struggle has not stopped. The United States still keeps 10% as a plaque, and the focus has shifted from traditional tariffs to core technology and industrial policies.
So China chose to issue a decision on technical control of rare earth exports at this moment. The timing was just right. This is a decision that must be made for national strategic security, an important card played in the complex chess station.
At present, the Sino-US trade negotiations have not ended, and the most critical agreement has not been negotiated. I wonder when the U.S. government shutdown will be lifted? Whether the U.S. negotiating team can operate normally is also unknown. Whoever is in a hurry will know at a glance.
After that, those Western politicians will start to shoot their fingers on China’s approach, but we have had a response.On the issue of this negotiation, it is basically up to the Americans themselves to play out.
reference
The U.S. Department of Taxation announces that half of its employees are forced to suspend their paychecks 2025-10-09 04:29
Ministry of Commerce: relevant departments discovered that some foreign organizations and individuals illegally obtained rare-earth technology from China, produced rare-earth related objects and provided to users in sensitive fields such as military or for sensitive fields such as military purposes 2025-10-09 10:12
3. "Soybean exports to China have been cleared, and American soybean farmers have become stepping stones to MAGA?" 2025-10-04 17:46 |Source: Sina Finance