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Intentionally stimulate the United States? China promises to accelerate export of rare earths to Europe, China and the United States to negotiate in London

2025-06-08 16:42:10 HKTtodayinfo

Uncle Mu's international comment analyzes Sino-US relations.

China-US relations, China-EU relations and US-EU relations, these trilateral relations are now obviously a big triangle relationship. Any progress or contradiction in a pair of relationships will affect the other two pairs of relationships.

This sign is most clearly manifested in the context of Trump's launch of a trade war with China and Europe, which also brings certain opportunities for cooperation for China and Europe to develop friendly relations with each other and jointly respond to Trump's trade war.

Uncle Mu noticed that under this background, China-EU economic and trade cooperation has accelerated.

Then this will obviously transmit pressure to the United States.

Especially, China's provision of rare earth export licenses to European companies, such as car companies, may further stimulate Trump.

On June 7, China's Ministry of Commerce stated that it is ready to speed up the process of considering the application and approval of exports of rare earths to European companies.

Some media believe that this means exchange of interests: China is willing to set up a rare earth "green channel" for the EU, and hopes that the EU will facilitate the promotion of trade in technology products between the two sides.

In April, China tightened the issuance and approval of rare earths, which not only dealt with Trump's trade war with China and tariff war, but also brought some uncertainty to other countries' imports of Chinese rare earths.

So not only do American companies urgently need China to relax the control of rare earths as soon as possible, but European companies also have similar needs.

Then China now has a relatively clear and positive response to the needs of European companies, but the demand for American companies does not seem to be so positive. It can be seen that China shows goodwill to Europe and that China-EU relations can restrain the United States from putting pressure on China.

Of course, this is not a unilateral show of goodwill to Europe.

There are two reasons behind this decision:

First, showing off is two-way.

For example, one of the biggest trade risks between China and Europe, the price negotiations on China's exports to the EU, have entered the final stage, and China will also announce the results of the investigation into European brandy imports by July 5.

Second, China and the EU are preparing to celebrate the 50th anniversary of the establishment of diplomatic relations between the two sides in July. Therefore, some favorable measures will be introduced against this background, which will help create an atmosphere of friendship between China.

Faced with China and Europe's obvious strengthening of economic and trade exchanges and jointly responding to Trump's tariff war, the United States certainly felt some risks.

Therefore, the Trump administration is also accelerating the consultation process with China, especially to ensure the normal supply of rare earths.

Under this background, China's resumption of rare earth export licenses for US companies will also accelerate.

Because Sino-US trade officials will meet in London on June 9 to ease tensions involving tariff wars and non-tariff trade restrictions such as rare earths.

As for what results can be discussed? Is it like the China-Europe negotiations? You can wait and see.

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