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In response to the continued tariff sanctions from the West, China began to significantly tighten its rare earth exports from 2025.

Soon, this restrictive policy triggered a chain reaction: as of May this year, the rare earth stocks of many US military enterprises were already in a critical state, and at the current consumption rate, they could only maintain normal operation for about three months at most.

Although they also tried to re-export rare earths from other countries, just two weeks ago, many rare earth transportation channels to the United States were also completely blocked by China. Subsequently, the United States began to seek to unite allies to solve this dilemma.