刚刚！美国国防部，突爆大消息！

Core Points - The U.S. Department of Defense is seeking to procure critical minerals worth up to $1 billion, marking an acceleration in the Trump administration's efforts to strengthen the critical mineral supply chain [1][3] - The procurement plan includes metals that were previously not on the reserve list, indicating a significant expansion of the strategic reserve [2][3] - The Defense Logistics Agency (DLA) is leading this initiative, which is part of a global stockpiling effort, causing notable fluctuations in related company stock prices [3][5] Procurement Details - The DLA plans to purchase up to $500 million worth of cobalt, $245 million worth of antimony, $100 million worth of tantalum, and approximately $45 million worth of scandium [3] - DLA is also gathering information on rare earth elements, tungsten, bismuth, and indium to further expand its reserves [4] - The DLA currently holds approximately $1.3 billion in reserve assets, which can only be utilized under specific conditions such as a declared state of war [4] Market Reactions - Market participants are shocked by the scale of DLA's planned purchases, as the quantities exceed U.S. annual production and import levels for many metals [2][6] - The Trump administration's "Big and Beautiful" plan includes $7.5 billion for critical minerals, with $2 billion allocated for strengthening national defense strategic reserves [6] Legislative Context - An executive order signed by President Trump aims to enhance domestic production capabilities for critical minerals and rare earths, allowing the use of the Defense Production Act for funding and investment support [7] - This order requires federal agencies to identify mines that can be quickly approved and federal lands suitable for mineral processing [7] Stock Performance - Following these developments, stock prices for rare earth and critical mineral companies have surged, with USA Rare Earth up over 180%, MP Materials soaring over 400%, and Energy Fuels rising nearly 300% this year [7]