获得美国投资意向，澳洲稀土矿企集体暴涨

Core Viewpoint - A new agreement between the US and Australia aims to strengthen the supply chain for critical minerals, leading to a surge in stock prices for Australian rare earth and critical mineral companies following potential US financing support [1][10]. Group 1: Market Reaction - Australian rare earth companies saw a collective surge in stock prices, with Arafura Rare Earths announcing a potential $300 million financing from the US Export-Import Bank, resulting in a 29% spike in its US stock price [1][4]. - Following the announcement, Arafura's Australian stock rose over 8% on the next trading day [1][2]. - Other companies also benefited, with VHM's stock increasing by 18% and Northern Minerals' stock rising by 11% after receiving financing intentions from the US Export-Import Bank [4][5]. Group 2: Broader Market Sentiment - The US Export-Import Bank issued financing intentions totaling over $220 million to six other mining companies, further boosting market optimism [3]. - The positive market response was widespread, although individual company performances varied, highlighting the urgency of restructuring the rare earth supply chain [3][10]. Group 3: Project Status and Future Outlook - Many of the supported projects are still in early stages and may take years to become operational, despite the immediate market enthusiasm [3][10]. - The US and Australia plan to invest $1 billion each over the next six months, with a total of $8.5 billion earmarked for critical mineral projects [10].