中國在貿易戰中擁有一項強大的武器,即限制外國取得稀土金屬及其磁鐵。這些材料對民用高科技產品(如核磁共振儀和電動車)與國防武器(如F-35戰機和戰斧巡弋飛彈)至關重要,而中國在稀土供應鏈中佔據的絕對主導地位嚴重削弱了美國施加影響力的能力。
美國政府正試圖透過政策提案、公私部門合作及投資國內企業來打破中國的稀土壟斷。然而,稀土產業利潤極低,且開採、提煉及達到標準的過程十分複雜,這使得注重短期財報的資本主義企業很難在缺乏經濟效益的情況下維持生產與大量囤積。
為了解決這個問題,美國政府進行了大規模的供應鏈干預,包括入股生產商、簽署保證最低價格的承購協議,並承諾為戰略儲備計畫提供一百億美元的債務擔保。儘管採取了這些行動,西方國家仍未完全擺脫中國的稀土霸權,且中國也正採取反制措施,雙方的競爭仍在持續。(關鍵數字:10)
China possesses a formidable weapon in its trade arsenal: the ability to restrict foreign access to rare earth metals and magnets. These materials are essential for civilian high-tech products (such as MRI machines and EVs) and defense weapons (like F-35 jets and Tomahawk missiles), and China's absolute dominance in the rare earth supply chain severely limits the US's ability to exert influence.
The US government is attempting to break China's rare earth monopoly through policy proposals, public-private partnerships, and domestic corporate investments. However, the rare earth industry has extremely low profit margins, and the complex mining and refining processes make it economically unviable for capitalist companies, which focus on short-term quarterly earnings, to sustain production and stockpile materials.
To address this issue, the US government has heavily intervened across the supply chain, including buying stakes in producers, signing offtake agreements to guarantee minimum prices, and pledging $10 billion in debt backing for a strategic stockpiling initiative. Despite these actions, Western nations are not yet free from China's rare earth hegemony, and China is actively fighting back, ensuring the rivalry continues.