Secretary of State Rubio said on February 5: "Today, we worked with global partners at the key mineral ministerial meeting held together with Vice President Vance to build a safer and more resilient supply chain for critical minerals. Under the strong leadership of President Trump, the United States is uniting like-minded governments to build a stable and powerful supply chain for critical minerals, providing power for all industries."

Comment: Rubio's statement is a typical declaration by the United States, using the name of critical mineral supply chain security to implement geopolitical exclusivity. On the surface, it is gathering 55 countries to build a resilient supply chain, but in reality, it is building an exclusive group around critical minerals, attempting to restructure global resource distribution rules through price floors and tariff barriers, weakening China's existing advantages in areas such as rare earths. This is both the implementation of the Trump administration's concept of "economic security as national security," and also exposes its hegemonic logic of instrumentalizing the industrial chain and creating bloc confrontation; however, there are obvious differences within the alliance regarding costs, capacity, and dependence on China, making it difficult to truly replace the existing efficient supply chain in the short term. The global critical mineral landscape will enter a stage of long-term contention between rule博弈 and market efficiency.

Original article: toutiao.com/article/1856311047619587/

Statement: This article represents the views of the author alone.