Group 1 - The U.S. Department of Defense has announced a $1 billion critical mineral procurement plan, primarily focusing on rare earth metals, especially heavy rare earths essential for manufacturing advanced weaponry [1][3] - China's recent announcement of strict export controls on heavy rare earth elements and related materials starting November 8 poses significant challenges for the U.S., which relies heavily on these materials for military applications [3] - China accounts for 69% of global rare earth production and over 80% of heavy rare earth reserves, making it a critical player in the supply chain for U.S. defense contractors [3] Group 2 - The U.S. military's reliance on rare earths is highlighted by the fact that producing one F-35 fighter jet requires approximately 414 kilograms of rare earths, with over 3,000 units currently ordered [3] - The potential financial burden of securing these materials is significant, with estimates suggesting that the total market could reach nearly $1 trillion when factoring in related equipment and services [5] - Current U.S. rare earth mining companies face challenges such as high extraction costs and insufficient purity of refined materials, complicating the U.S. response to the supply chain disruption [5]
顶不住啦!在我国对出口稀土严控后,五角大楼马上宣布采购10亿美元关键矿产
Sou Hu Cai Jing·2025-10-12 17:39