澳大利亚称在关键矿产战略储备中优先考虑锑镓和稀土元素

Core Viewpoint - Australia prioritizes antimony, gallium, and rare earth elements as part of its AUD 1.2 billion (approximately USD 802 million) critical minerals strategy reserve, announced ahead of the G7 meeting to discuss key minerals [1][5]. Group 1: Strategic Importance - Australia is a leading producer of critical minerals and is developing strategic reserves to mitigate supply chain vulnerabilities [6]. - The Australian Treasurer, Chalmers, stated that the world needs important mineral resources, and Australia possesses abundant mineral resources that will help counter global economic uncertainties and promote trade and investment [6]. Group 2: Focused Minerals - The initial focus of the mineral reserve will be on minerals crucial for clean energy, high-tech manufacturing, and advanced military equipment [6]. Group 3: Legislative and Institutional Framework - Australia plans to legislate to expand the powers of its Export Finance Agency (EFA) and the Department of Industry, which will oversee transactions related to the reserves [6]. - The reserve plan is set to launch in mid-2026 and will be operational by the end of that year [7]. Group 4: Contract Management - The EFA will enable fixed or floating price purchase agreements to be traded in forward contracts, which are set for future physical supply delivery [8]. - The EFA will also manage purchase agreements, intermediate demand and supply aggregation, as well as inventory and contracts for difference [8]. - Contracts for difference are tools that help manage price risks from the start of the contract to delivery [4].