美国机构建议将铜和钾肥列入关键矿产清单 为更广泛政策支持铺平道路

Group 1 - The U.S. Geological Survey has proposed including copper and potash in the critical minerals draft list, paving the way for broader policy support for these industries [1] - The inclusion of these minerals aims to provide funding incentives for exploration, mining, and processing projects, while also simplifying the approval process [1] - The National Mining Association supports the inclusion of these minerals, emphasizing their importance for infrastructure, national security, and technological leadership [1] Group 2 - The majority of potash used in the U.S. is imported from Canada, accounting for approximately 80% of its import volume [2] - Following the announcement, fertilizer company stocks saw an increase, with Mosaic (MOS.US) rising by 4.5% and Nutrien (NTR.US) increasing by 2.9% before narrowing their gains [2] - The U.S. Department of the Interior stated that the minerals in the draft list were included based on economic impact assessments, highlighting the potential risks to various industries if a critical mineral is lost [2]