美国国防部5亿美元大单，一路推迟后突然取消！稀土、锂概念股暴跌

Group 1 - The U.S. Department of Defense (DoD) has canceled a cobalt procurement tender, highlighting challenges in strengthening domestic battery metal supply [1][2] - The tender aimed to procure up to 7,500 tons of alloy-grade cobalt over five years, with a maximum budget of $500 million [2][3] - This marks the first attempt to procure cobalt by the U.S. government since 1990, but the process has faced delays and was ultimately canceled due to unresolved issues [3][4] Group 2 - The cancellation comes amid rising cobalt prices, which have doubled since February due to export restrictions from the Democratic Republic of the Congo (DRC), the largest producer of cobalt [4][5] - The DLA was seeking fixed-price bids from three producers for alloy-grade cobalt, but the procurement faced challenges due to the DRC's export policies [3][4] - The U.S. government is focusing on securing critical minerals, with plans to procure up to $1 billion worth of key minerals as part of a global stockpile initiative [5][6] Group 3 - The DLA is also collecting information on rare earths, tungsten, bismuth, and indium to expand its reserves, with significant quantities expected for bismuth and indium [6][7] - As of 2023, the DLA's reserve assets are valued at approximately $1.3 billion, which can only be utilized under specific conditions [7][8] - The U.S. government is exploring a $5 billion mining investment fund to enhance critical mineral supply, which could facilitate direct participation in large-scale mineral transactions [8][9]