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cover of episode Auto trouble brewing over rare earth curbs

Auto trouble brewing over rare earth curbs

2025/6/5
logo of podcast Wall Street Breakfast

Wall Street Breakfast

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Julie Morgan
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Julie Morgan: 中国对稀土元素的出口管制导致汽车行业面临供应链中断的风险。作为对特朗普总统关税的反击,中国加强了对稀土出口的控制,导致汽车供应商在获取出口许可证方面面临越来越多的延误。中国在全球关键矿产供应链中占据主导地位,生产了全球约90%的稀土,这些稀土广泛应用于汽车、能源、半导体和国防工业。欧洲汽车供应行业已经遭受了重大干扰,受影响的汽车零部件对内燃机和电动汽车至关重要。这些限制导致欧洲多家生产线和工厂关闭,预计未来几周库存耗尽后影响将进一步扩大。欧盟正与中国谈判解决问题,并寻求供应链多元化,已确定13个海外关键原材料项目,以确保可持续供应,包括英国、乌克兰、格陵兰、加拿大和南非。

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Auto industry braces for supply chain disruptions) from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale) of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs) at China tech centers. (02:33)Episode transcripts seekingalpha.com/wsb).Show links: Biggest stock movers Thursday: MDB, TOPS, and more)Trump signs travel ban for citizens from 12 countries, citing security concerns)Canada to hold off response on higher U.S. metals tariffs)Global energy investment to touch record $3.3 trillion in 2025, IEA says)Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).