Krungsri Research：2025年稀土之争：泰国当前地位与未来路径研究报告（英文版）

Against the backdrop of extended US-China trade tensions, control over rare earth elements has become an important point of leverage since on the one hand, China has a dominant role in their extraction and processing, while on the other, the US is in the uncomfortable position of depending on Chinese exports of REEs. Needless to say, China has not shied away from exploiting this situation, and so on October 9, 2025, the Chinese authorities announced that export controls were being tightened o