Speaking of rare earth, many people may feel that it is far away from our lives, but it is the "lifeblood" of modern industry. Recently, China has made a big move to formally restrict the export of five important strategic rare earth resources from January 2025. These include indium, molybdenum, tungsten, bismuth and tellurium. These names sound unfamiliar, but their roles are not unfamiliar at all. For example, mobile phones, computers, high-end chips, military equipment, without these metals, simply can not turn up. This decision of China has directly made the relevant industries of the United States "stuck in the neck".

You know, the United States is heavily dependent on China for the supply of these materials. What's going on behind this? Why is China doing this? Let's have a good chat today.

The cause of the matter has to start with Sino-US trade frictions. In the past few years, the United States has always imposed tariffs and sanctions on China at every turn, and restricted the export of high-tech products. It's like when you want to buy some seeds to plant, but the other side doesn't sell them and taunts you that you can't plant them. In such an environment, Chinese enterprises are not having a good time. This is not to mention that on December 3, 2024, the Ministry of Commerce and the General Administration of Customs jointly issued a document imposing export restrictions on important minerals such as gallium, germanium and antimony.