美澳砸超20亿美元押注关键矿产，澳矿企股价应声上涨

Group 1 - The agreement between the US and Australia involves a commitment to invest at least $1 billion in mining and processing projects over the next six months [1] - The US Export-Import Bank (EXIM) has issued letters of intent totaling over $2.2 billion to seven Australian critical mineral projects, including Arafura Rare Earths and Northern Minerals [1] - The market reacted positively, with Arafura's stock rising by 8%, and Northern Minerals, Latrobe Magnesium, and VHM seeing increases of 11%, 15%, and 20% respectively [1] Group 2 - The agreement supports the construction of a gallium plant by Alcoa near its alumina refinery in Western Australia, which is expected to provide up to 10% of global gallium supply [2] - The Australian government will provide up to $200 million in favorable equity financing for the gallium project, which includes government purchase rights [2] - A joint development agreement was signed between Alcoa and Japan-Australia Gallium Alliance (JAGA) for the establishment of a joint venture to build the plant, with Alcoa responsible for its operation [2]