Just as the United States once again tries to pull allies to encircle China, a dispute about rare earth is quietly shaking the balance of the Sino-U.S. and European Triangle relations.
The 31-country alliance with the United States has a huge momentum, but only the United Kingdom really takes action. What was the result? Britain was pushed into the line of fire, but France quietly turned around and became the first ally to "defect". During his talks with senior French officials, Foreign Minister Wang Yi sent two sentences, which were both a reminder and a warning.
This international game around rare-earth resources exposes the true face of the Western alliance and also makes the EU start to rethink: is it to be strategically autonomous, or to continue to chaste for the American fire?
Britain ‘First’, Other Countries ‘Stop’
Recently, Bessant claimed that the United States would cooperate with "democratic countries" around the world, while many people within the EU spoke out to take a tough response to China. However, when it came to action, Britain became the only country to take action.
On October 15, local time, the United Kingdom sanctioned 11 China companies on the grounds of "involving Russia." The move was urgent and fierce. But looking behind it, no other country has moved. Germany was silent, France did not move, and even the United States itself only said a few words and did not really keep up.
This “light-talking” situation pushed Britain to the forefront, saying it clearly, Britain may not even expect to become the “leading sheep” of the show.
But once the move was made, China did not hesitate to respond. China immediately said it would resolutely oppose, and life for British companies in China may become difficult.
Instead of taking advantage, Britain may ask for trouble.
It's not that the EU hasn't said malicious words before, saying that it should "show its strength" and "stand with the United States". But now, their attitude is more like a performance for the United States. In practice, they all press the pause button.
France's "U-turn" is not mutiny, but sobriety
Speaking of France, the recent move is indeed a bit unexpected. While Britain was busy imposing sanctions, on October 15th, local time, the French President's Foreign Affairs Adviser visited China and held direct talks with high-level Chinese officials. This was an actual "U-turn" operation.
France's abacus is very clear. They know that following the United States against China may gain some political limelight, but economically, it is themselves who suffer.
France is now vigorously promoting new energy sources, and projects such as wind power and solar energy are inseparable from rare earth materials. The main supplier of these materials is China. If China-France relations become tense and rare earths are cut off, France's transformation plan will have to be greatly discounted.
Not to mention France wants to be a "big brother" within the EU. If it can have a good relationship with China, it may be able to gain more initiative in the rare earth supply chain. France's actual demand for rare earths has long exceeded political pressure.
During the talks, Foreign Minister Wang Yi said two sentences: "The essence of China-EU economic and trade relations is complementary advantages, mutual benefit and win-win results. The main tone of China-EU relations should be cooperation, and the correct positioning should be partners." There is also "the EU should be strategically independent and develop relations with China based on its own needs."
This is not a little meaningful, to put it bluntly, is to remind France not to go after America.
France's turn this time is actually a clear realization of a reality: the so-called "unity" of the West cannot hold water in the face of economic interests. The United States wants to contain China, and France does not need to put up its own energy lifeline for this.
Canada has come to a "sudden brake", forced by economic reality
In addition to France, Canada has recently begun to adjust its direction. In the past few years, Canada followed the United States in imposing some restrictions on China. As a result, its agricultural exports plummeted, and farmers complained. This time, the Canadian Foreign Minister will come in person, obviously trying to stop the loss.
Canada, like the UK, is a core member of the Five Eyes Alliance.
Previously, the attitude toward China was very tough, but now it is really not able to withstand it economically, and to harden it is to cut off the way of life.
This is in contrast to the performance of the UK, the gap is out.The UK is still politically hard-working, and Canada has begun to rethink its relationship with China from an economic perspective.
This shows a problem: the western camp is not monolithic, and each country has its own "small abacus".
America’s “alliance cards” are becoming increasingly unattainable.
This time, the United States encouraged 31 countries to contain China, and at first glance, the momentum was quite strong. But when it comes to the implementation stage, no one except Britain really does it, which shows that the "alliance card" of the United States is becoming less and less effective.
On the surface, the United States has exhausted all kinds of means in wooing allies, all kinds of meetings and statements, and has a "leadership demeanor". But in fact, American allies all know in their hearts: no one can get away with China head-on.
The EU countries are especially aware of this reason.They have too close trade ties with China, and many industries rely on the Chinese market.Auto, machinery, energy these areas, once disconnected from China, lose themselves.
At this time, the United States is still shouting slogans, it is also difficult to convince everyone to really "stand up". after all, verbal support is one thing, really waste money, real sanctions, genuine confession, that is another thing.
The “shift” in France and Canada actually illustrates this.The appearance of an individual phenomenon actually reflects a trend: the increasing tendency between nations to make decisions based on their own interests, rather than blindly obeying the command of some “big brother”.
China's move on rare earths this time is a planned and step-by-step adjustment. Strengthening rare earth management is not to "choke", but to safeguard one's own interests and ensure that resources are not abused.
For countries such as France and Canada that have come to talk about cooperation, China has also opened its door to talk about cooperation. This kind of flexibility and maturity on the contrary makes the other party feel more about China's sense of proportion and strategic determination.
The game continues, and the pattern is being rebuilt.
This battle over rare earths is far from over. The United States may continue to exert pressure and there will be wavering within Europe. But what is certain is that the "anti-China alliance" that originally seemed unbreakable has begun to loosen up in the face of reality.
The shift in France and Canada may prompt more countries to rethink their positions.
Britain's predicament will also become a "negative example." Once you rush ahead, you can only bear the consequences yourself. This situation cannot be solved by just shouting a few words of "unity."
In this game, China neither stormed nor compromised, but kept the rhythm steadily. Speak with the facts, speak with the market, and give the option to the other party. This way is more conducive to winning the initiative.
A rare event that made the world aware of the colour of the “Alliance” and also made some countries realize that “strategic autonomy” is not just a slogan, but a choice that must be made.
France did not "betray", it woke up early. Canada is not "wronged", it can be seen clearly. Britain's "courage" may be just a "desperate" push to the forefront.
The game, who wins and who loses is still unclear, but a trend is clear: who is more alert, who goes further.
Those two words by Foreign Minister Wang Yi may become the vane of China-EU relations in the next few years. The real competition has just begun.
The reference information:
Wang Yi hopes that France will push the EU to adhere to true strategic autonomy – Observer Network 2025-10-16 08:48
The United Kingdom announced sanctions against 11 Chinese entities. The Chinese Embassy: It has made solemn representations to the British side-Beijing Daily Client 2025-10-16 07:45
The United States forms gangs to deal with rare earth controls, assuming that China is "out of reach"-Observer.com 2025-10-16 09:43