内外齐发力，特朗普正全力推进其关键矿产战略

Group 1 - The Trump administration has acquired a 10% stake in a U.S. rare earth company and provided up to $1.3 billion in priority secured loans, indicating a strategic focus on critical minerals [1][6] - The U.S. aims to enhance domestic production capabilities and create a self-sufficient rare earth supply chain through significant investments in local companies [1][6] - The administration is also working to build an international coalition to exclude China from the critical minerals supply chain, leveraging G7 and other multilateral mechanisms [1][7] Group 2 - The U.S. is responding to China's dominance in the critical minerals supply chain by restructuring its market and industry ecosystem to reduce reliance on Chinese imports [3][10] - A presidential proclamation has been signed to classify dependence on foreign critical minerals as a national security threat, initiating a 180-day negotiation window for trade agreements with global suppliers [3][5] - The U.S. plans to implement a price floor mechanism during negotiations to protect the interests of American and allied mining sectors [3][5] Group 3 - The U.S. has invested in at least six critical mineral companies since last year, indicating a trend of government intervention in the sector to bolster domestic production [6][12] - The U.S. Treasury Secretary convened a meeting with G7 and allied nations to discuss the security of critical mineral supply chains, aiming to translate plans into actionable policies [7][9] - The upcoming ministerial meeting is intended to further coordinate policies and strengthen the so-called "friend-shoring" of critical mineral supply chains [7][9] Group 4 - The U.S. has a 100% net import dependency on 12 critical minerals, with over 50% dependency on 29 others, highlighting the urgent need to revitalize domestic production capabilities [10][12] - The establishment of a "Critical Minerals Production Alliance" aims to enhance U.S. processing capabilities and create an independent supply chain outside of China [12][16] - The strategic value of critical minerals has been elevated, with the U.S. seeking to gain leverage in the geopolitical landscape by reducing vulnerabilities in its supply chains [14][16]