American logistic expert report from China with Chinese subtitles: The Rare Earths trade war just got complicated: Chinese industries need them here 影片有中文字幕: 稀土贸易战局势日趋复杂：中国工业需优先保障本土供应

https://rumble.com/v71i8ay-the-rare-earths-trade-war-just-got-complicated-chinese-industries-need-them.html
https://www.tiktok.com/t/ZP8D4f1Ly/

China’s factory sectors require massive volumes of Rare Earth materials and magnets to fuel their domestic needs.

Some industry insiders now insist that Chinese demand has caught up to supply, and export restrictions are necessary to keep domestic industries well supplied.

There are obvious national security issues involved, if Chinese officials allow the export of materials that eventually end up in foreign weapons systems.

But it also represents a huge opportunity cost to Chinese factories and households, if those minerals and magnets are sent elsewhere. Low-cost vehicles, electricity, and consumer products in China’s domestic economy also are dependent on the same inputs as Pentagon weapons makers and foreign factories.

中国制造业需要消耗巨量的稀土原料与磁材来满足国内需求。有业内专家指出，当前国内稀土供需已趋于平衡，必须通过出口管制才能确保本土产业获得稳定供给。

若放任可用于外国武器系统的稀土材料流出，显然将涉及国家安全问题。但将这些矿产与磁材输往海外，同样意味着中国工厂与家庭要承担巨大的机会成本——无论是中国本土经济中的低价汽车、电力与消费品，还是五角大楼的武器制造商与外国工厂，都依赖着相同的稀土资源。