The impact of reconstruction of western rare earth industry chain on China's trade position
As the"de-risk"theory prevailing in the West,the reconstruction of the international rare earth industry chain has become a widely concerned issue.To study the follow-up effects,a complex trade network is used to build a directed weighted trade matrix with export volume as the weight,and the changes in the pattern of rare earth trade network from 2002 to 2021 are analyzed.Furthermore,the interruption simulation of the trade network of six rare earth products in 2019 is carried out with the help of networkx package of Python software.The rules of interruption are designed to intentionally break products trade between major network nodes.The study finds that the interruption of rare earth ore(HS253090)imported to China from Australia has the greatest impact on the ANNS(average of nearest-neighbor strengths),but this impact can be counteracted significantly by increasing imports from other trading partners.The interruption of rare earth metals(HS280530)exported to Japan has a great impact on the clustering weighted coefficient of China's trade network and the ANNS,while rare earth permanent magnet(HS850511)to the USA has a relatively small impact.After the original trade relationship has been weakened or interrupted,China is more inclined to develop new trade cooperation relations than to enhance trade with other original trading countries.With the exception of cerium compounds(HS284610),China is at the core of the other five rare earth trade networks and has the greatest influences.China has the best interference immunity in the trade of rare earth permanent magnet(HS850511),while the network transitivity of rare earth metals(HS280530)should be strengthened.