美五角大楼计划采购10亿美元关键矿产，加速国家战略储备

Core Insights - The U.S. is accelerating its national strategic reserve program in response to China's export restrictions on various raw materials [1][2] - The Pentagon plans to procure up to $1 billion worth of critical minerals as part of its global strategic reserve initiative [1][2] Group 1: U.S. Strategic Reserve Program - The Pentagon's Defense Logistics Agency is set to purchase significant quantities of cobalt, antimony, tantalum, and scandium from U.S. companies, totaling up to $1 billion [1] - The current asset valuation of the Defense Logistics Agency's reserves is approximately $1.3 billion, which includes various alloys, metals, rare earths, ores, and precious metals [1][2] Group 2: Importance of Critical Minerals - Critical minerals are a national security priority for the Pentagon, as they are essential for nearly all weapon systems and advanced technologies [2] - The Trump administration's focus on critical minerals has accelerated the Department of Defense's recent reserve actions, with some metals previously not included in the strategic reserve now being prioritized [2] Group 3: Legislative and Financial Context - The "Great American Act" promoted by Trump includes a budget of $7.5 billion for critical minerals, with $2 billion allocated to enhance national defense reserves [2] - The Pentagon aims to utilize this funding by the end of 2026 or early 2027, indicating a well-funded approach to securing critical mineral supply chains [2]