美国推出"金库计划"，拟投120亿美元储备关键矿产 【Rigzone网 2月2日报道】 编者按：近日，美国政府联合私营部门启动了一项规模达120亿美元的关键矿产储备计划（代号"金库计 划"）。该计划旨在通过建立国家战略储备，应对供应链波动风险。关键矿产是新能源汽车、半导体、 国防工业等领域的重要基础材料，其全球供应链格局正处于动态调整中。本文将编译外媒报道，供行业 参考。 美国总统唐纳德・特朗普计划投入120亿美元启动资金，建立战略性关键矿产储备库，旨在帮助制造商 抵御供应链冲击，削减美国对中国稀土及其他金属的依赖。 该项目名为"金库计划"（Project Vault），拟整合16.7亿美元私人资本与美国进出口银行提供的100亿美 元贷款，为汽车制造商、科技企业及其他生产厂商采购储备关键矿产。 该项目是美国对工业经济关键矿产储备作出的重大承诺，覆盖汽车、航空航天及能源等核心领域，凸显 出特朗普政府推动美国供应链摆脱对中国依赖的决心——中国目前是全球关键矿产的主要供应国和加工 国。 截至目前，已有十余家企业参与该项目，包括通用汽车、波音、康宁、谷歌等。哈特里合伙公司、北美 创胜集团、摩科瑞能源集团这三家大宗商品 ...

PresentationSukhinder CassidyChief Executive Officer Hello, everyone, and welcome to our investor briefing. We're really excited to share with you today some more detail on our AI strategy, our payment strategy and really have time to answer more of your questions. So, with that, Claire, Diya, Matan and several of our product leaders are going to join me today, which I hope will make for a really informative session. So, first, I want to start with the fundamentals. Why are we excited? I want to recap that ...

Core Insights - Air India has initiated checks on the fuel switches of its Boeing Dreamliner aircraft following a report from a pilot about a potential defect in the mechanism of one of the long-haul jets [1] Group 1 - Air India is taking proactive measures to ensure the safety of its fleet by inspecting the fuel switches on its Boeing Dreamliner aircraft [1] - The inspection was prompted by a report from a pilot regarding a possible defect, indicating a focus on addressing safety concerns [1] - This action reflects the company's commitment to maintaining operational safety and reliability in its long-haul operations [1]

Boeing and General Electric have identified a potential durability issue involving a seal on the engine that powers Boeing's 777X aircraft, Bloomberg News reported on Monday, citing people familiar wi... ...

NEW DELHI — Air India said on Monday it had grounded a Boeing Dreamliner after one of its pilots reported a possible defect with the aircraft’s fuel control switch, which is at the center of an ongoing probe into a deadly air crash last year.The airline did not specify the nature of the defect or provide details of the flight. But two sources said the pilot had reported the defect after the plane landed in the southern Indian city of Bengaluru after taking off from London.“After receiving this initial infor ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Past performance is not an indicator of future performance. This post is illustrative and educational ...

【导读】特朗普启动120亿美元矿产储备计划 大家好，关注一下特朗普的消息。 2月2日晚间，美国稀土公司盘前拉升，现涨近6%。 消息面上，特朗普准备推出一项"战略性关键矿产储备"，首期资金达120亿美元，为制造商抵御供应冲 击、降低断供风险。 这项计划被称为"Vault计划"（Project Vault），拟将16.7亿美元的私人资本与美国进出口银行（Ex-Im Bank）提供的100亿美元贷款结合起来，用于为汽车制造商、科技公司及其他制造企业采购并储存关键 矿产。 美国政府官员称，这将是美国私营部门"前所未有"的矿产储备安排。 这一做法类似于美国现有的紧急原油储备，只不过储备对象不是原油，而是矿产——例如镓、钴等，这 些材料被用于制造iPhone、电池和喷气发动机等产品。预计储备将涵盖稀土与关键矿物，以及其他具有 战略意义、且价格波动较大的元素。 目前已有十多家公司参与，包括通用汽车、Stellantis、波音、康宁、GE Vernova以及谷歌等。三家大宗 商品贸易机构——Hartree Partners、Traxys North America与Mercuria Energy Group——将负责原材料采 ...

The Boeing Company (BA), headquartered in Arlington, Virginia, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services. Valued at $177.6 billion by market cap, the company’s global presence spans over 150 countries, serving top clients like NASA, the U.S. Department of Defense, and major airlines. Shares of this aerospace giant have outperformed the broader market over the past ...

Core Viewpoint - The article highlights the significant rise in the rare earth sector, driven by the announcement of the "Project Vault," a strategic critical minerals reserve initiative by the U.S. government, aimed at protecting manufacturers from supply shocks. Group 1: Market Reaction - On February 2, pre-market trading showed a strong performance in rare earth stocks, with NioCorp Developments up nearly 9% and Critical Metals up over 7% [1] - Other notable gains included TMC the metals (6.5%), American Resources (6.01%), United States Antimony (6%), USA Rare Earth (5.71%), and MP Materials (4.88%) [2] Group 2: Project Vault Details - The "Project Vault" will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, aimed at purchasing and storing mineral resources for various industries [3] - The Export-Import Bank's board is expected to approve this record-setting 15-year loan, which is more than double the size of the bank's second-largest transaction in history [4] Group 3: Strategic Importance - The reserve will cover rare earths and other strategically important elements, helping companies hedge against price volatility without the need to stockpile materials [4][5] - Major companies involved include General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google, indicating strong industry support for the initiative [5] Group 4: Market Stability - The initiative is designed to stabilize markets and mitigate price fluctuations, which can significantly impact financial statements, as seen with the historical spike in nickel prices following the Russia-Ukraine conflict [5] - Commodity traders will be responsible for sourcing raw materials to fill the reserves, further emphasizing the project's market-oriented approach [5] Group 5: Investor Confidence - The project has reportedly received oversubscription, reflecting investor confidence in the creditworthiness and long-term commitments of the participating companies [6]

（原标题：美股前瞻 | 三大股指期货跌幅显著收窄，特朗普豪掷120亿美元启动"金库计划"） 1. 2月2日(周一)美股盘前，美股三大股指期货跌幅显著收窄。截至发稿，道指期货跌0.09%，标普500指数期货跌0.38%，纳指期货跌0.66%。 2. 截至发稿，德国DAX指数涨0.91%，英国富时100指数涨0.64%，法国CAC40指数涨0.60%，欧洲斯托克50指数涨0.47%。 3. 截至发稿，WTI原油跌4.75%，报62.11美元/桶。布伦特原油跌4.52%，报66.19美元/桶。 市场消息 美国打响关键矿产战略储备战，特朗普豪掷120亿美元启动"金库计划"。美国总统特朗普计划启动一项战略性关键矿产储备，并提供 120 亿美元的 种子资金，旨在美方努力削减对中国稀土及其他金属依赖的过程中，使制造商免受供应冲击。这项名为"金库项目"的合资计划，拟将 1.67 亿美元 的私人资本与美国进出口银行提供的 100 亿美元贷款相结合，汽车制造商、科技公司及其他制造商采购并储存矿产。描述该计划细节的高级政府 官员透露，这将是美国私营部门首个此类储备库。这代表了美方为积累工业经济(包括汽车、航空航天和能源领域)所需关 ...