美国战略储备合金钴

Core Viewpoint - The U.S. Department of Defense plans to procure approximately 7,480 tons of alloy-grade cobalt over the next five years, with a maximum procurement amount of $500 million, highlighting the strategic importance of cobalt for various industries [1] Group 1: Procurement Details - The procurement is aimed at building a strategic reserve of cobalt, which is a critical raw material for manufacturing batteries, high-temperature alloys for aircraft engines, and gas turbine components [1] - The procurement amount could reach up to $500 million, indicating significant investment in securing cobalt supplies [1] Group 2: Market Implications - The U.S. primarily relies on imports for cobalt, making this procurement a strategic move to enhance domestic reserves [1] - China is identified as the main exporter of cobalt, which may lead to increased support for cobalt market prices due to U.S. demand [1]