特朗普拟启动120亿“金库计划”，打响关键矿产战略储备战！

Core Insights - The U.S. government is launching a strategic critical minerals reserve plan named "Project Vault" with an initial funding of $12 billion to reduce reliance on foreign sources for rare earths and other metals [1][2] - The plan integrates $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, aimed at supporting manufacturers in sectors like automotive and technology [1][2] Group 1: Project Overview - "Project Vault" will serve as the first private sector critical minerals reserve plan in the U.S., similar in operation to the existing emergency oil reserve system but focused on minerals like gallium and cobalt [1][2] - The initiative is a significant commitment by the U.S. government to accumulate key industrial minerals, impacting core sectors such as automotive, aerospace, and energy [2] Group 2: Participation and Financing - Over ten companies, including General Motors, Stellantis, Boeing, Corning, GE Vernova, and Alphabet, are participating in the plan, along with commodity traders like Hartree Partners, Traxys North America, and Mercuria Energy Group [2] - The Export-Import Bank's board is set to vote on a record 15-year loan, which is more than double the size of the bank's previous second-largest transaction [2] Group 3: Mechanism and Benefits - The plan provides a way for participating companies to hedge against price volatility of critical raw materials without needing to establish their own reserves [4] - Companies can extract their reserved minerals and must replenish them later; in case of significant supply chain disruptions, they can access the entire reserve [5] - A core mechanism of the plan requires companies to commit to purchasing specific quantities of minerals at fixed prices, which is expected to stabilize market prices [5]