中美电池战：贸易制裁，稀土管制，电池如何重塑全球权力版图？

作者: 空山猎人

作者简介: 研究全球资本流动，跟踪前沿科技趋势。一个有15年留学经验，毕业于NTU CS的野生宏观观察员。

描述: 从美国贸易制裁到中国稀土资源管控，双方围绕新能源电池展开了深刻的对抗。这一期视频，我们一起来探讨一下，美国如何通过政策重塑本土产业、遏制中国崛起，以及中国如何在电池产业链上掌握全球主动权，揭示这场技术革命背后的经济与地缘政治较量。 参考资料： [01] 中华人民共和国国务院令第785号，中华人民共和国中央人民政府 [02] 中国禁止出口限制出口技术目录，中华人民共和国商务部，中华人民共和国科学技术部 [03] 世界稀土产业格局变化与中国稀土产业面临的问题，地球学报 [04] 美F-35战机暂停交付由来，因含中国制造零件，电子工程专辑 [05] United States’ Policy Strategy in South China Sea，Victor Alexandre Gonçalves Teixeira1 [06] United States Department Of Defensefiscal Year 2024 Budget Request，DOD [07] U.S. Strategy Toward Sub-saharan Africa，The White House [08] Transparency and Accountability In Africa’s Extractive Industries: The Role of The Legislature，Shari Bryan & Barrie Hofmann [09] PUBLIC LAW 118–31—DEC. 22, 2023，Congress U.S. [10] PUBLIC LAW 111–5—FEB. 17, 2009，Congress U.S. [11] Notice of Modification: China's Acts, Policies and Practices Related to Technology Transfer, Intellectual Property and Innovation，The Office of the Federal Register [12] National Defense Authorization Act For Fiscal Year 2024，Congress U.S. [13] NATIONAL BLUEPRINT FOR LITHIUM BATTERIES 2021–2030，FCAB [14] Inflation Reduction 4 5 Act of 2022，Senate U.S. [15] Graphite facts，Natural Resources Canada [16] FACT SHEET: Securing a Made in America Supply Chain for Critical Minerals，The White House [17] FACT SHEET: President Biden Announces Steps to Drive American Leadership Forward on Clean Cars and Trucks，The White House [18] Electric vehicles and hybrids grow to a record-high 18% of U.S. light-duty vehicle sales，EIA [19] Drone market will reach USD42.8 billion in 2024 says DRONEII，UNMANNED AIRSPACE [20] Distribution of lithium reserves worldwide in 2023, by country，Statista [21] Decoupling From Foreign Adversarial Battery Dependence Act，Congress U.S. [22] Credits for new clean vehicles purchased in 2023 or after，IRS [23] Cobalt facts，Natural Resources Canada [24] China is Dominating Rare Earth Metals Production，Voronoi [25] China in the Asia-Pacific in 2040: Alternative Futures，Mohan Malik