9月,中国稀土出口限制将美国货运削减28.7%,威胁着全球供应链。 China’s rare earth export limits cut U.S. shipments by 28.7% in September, threatening global supply chains.

中国对稀土和磁铁的出口管制正在扰乱全球供应链,9月,在许可证发放紧缩和地缘政治紧张的情况下,运往美国的货物下降28.7%。 China’s export controls on rare earths and magnets are disrupting global supply chains, with shipments to the U.S. dropping 28.7% in September amid tightened licensing and geopolitical tensions. 中国在全球生产中占主导地位,69%的采矿业、92%的精炼业和98%的磁铁制造业对电动车辆、防御系统和清洁能源技术供应短缺的担心。 China dominates global production—controlling 69% of mining, 92% of refining, and 98% of magnet manufacturing—raising fears of supply shortages for electric vehicles, defense systems, and clean energy tech. 甚至10%的中断可能耗资1 500亿美元和燃料通货膨胀。 Even a 10% disruption could cost $150 billion and fuel inflation. 而美国国防和汽车工业则争相寻找替代物。 Western efforts to diversify face long timelines and high costs, while U.S. defense and auto industries scramble for alternatives. 分析家警告中国在贸易谈判中可能发挥控制作用,尽管习近平和特朗普主席之间即将举行会谈,但预计紧张局势将持续下去。 Analysts warn China may leverage its control in trade negotiations, with tensions expected to persist despite upcoming talks between Presidents Xi and Trump.