美国国防部突爆大消息！正寻求采购价值高达10亿美元的关键矿产

Core Insights - The U.S. Department of Defense (DoD) is seeking to procure critical minerals valued at 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 not previously on the reserve list, indicating a significant expansion of the DoD's strategic reserve [2][3] Procurement Details - The DoD 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] - The Defense Logistics Agency (DLA) is also gathering information on rare earth elements, tungsten, bismuth, and indium to further expand reserves [4] Market Reactions - The announcement has led to significant stock price fluctuations for related companies, reflecting market participants' surprise at the scale of the planned procurements [3][5] - Analysts express skepticism about the feasibility of the DLA's procurement quantities, as they often exceed U.S. annual production and import levels [2][6] Strategic Initiatives - 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] - Discussions are underway to establish a $5 billion mining investment fund, which would represent a major step for the U.S. government in facilitating large-scale mineral transactions [6] Legislative Support - 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 initiative has positively impacted stock prices of rare earth and critical mineral companies, with significant increases observed in companies like USA Rare Earth and MP Materials [7]