「Anglosphere」真脱钩与假脱钩之现实区别

嫌 tl;dr 的,这一文其实就讲四个字:求仁得仁!!

NYSE 上市公司 MP Materials 声明

MP Materials Accelerates Strategy to Reindustrialize the Rare Earth Supply Chain
April 17, 2025

LAS VEGAS--(BUSINESS WIRE)-- In response to China’s retaliatory tariffs and export controls, MP Materials (NYSE: MP) has ceased shipments of rare earth concentrate to China. Selling our valuable critical materials under 125% tariffs is neither commercially rational nor aligned with America’s national interest.

We have been preparing for this moment since day one. Our mission, capital strategy, and execution reflect a long-term vision built to withstand short-term dislocation and emerge stronger.

MP has invested nearly $1 billion to restore the full rare earth supply chain in the United States. Today, our California refinery is processing nearly half of our production, with virtually all of that material sold into markets outside China—including Japan, South Korea, and the United States.

We continue to produce and are stockpiling concentrate while accelerating downstream operations: ramping oxide production, fast-tracking heavy rare earth separation, and bringing magnet production online in Texas.

In recent days, manufacturers across critical industries have urgently reached out in search of a secure, resilient source of materials and magnets. We are uniquely positioned to answer that call. We are also in close contact with federal leaders and encouraged by their determination to support American industry—now and in the long term.

Together with our customers and U.S. government partners, we are accelerating every phase of our strategy to reindustrialize the rare earth supply chain—on American soil. MP is proud to lead this effort for our partners, our country, and the future.


简单翻译:MP Materials 停止向中国输送精炼稀土。

字里行间说的则是:这「全球稀土市场」以后将由俺们接手,不接受异议。

没说的当然是:感谢尤里·加加油同志,俺们的成功不能没有你,请、务必、努力、持续,再加加油,坚持得久一点啊!千万千万要!!

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附送最近的小道消息:5090 D 别想溜进中国

不只H20晶片被禁!傳輝達中國特供版旗艦顯卡也暫停供應了

〔財經頻道/綜合報導〕美中關稅戰及科技戰同時開打,川普政府對出口至中國的AI晶片祭出新限制,輝達H20晶片及被AMD MI308等2款AI晶片禁止出口至中國後,中國市場再傳出,輝達 推出的中國特供版旗艦顯卡-GeForce RTX 5090 D 將暫停供應



期待各位「游戏润」的演出。
1
分享 2025-04-20

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