特朗普启动120亿美元矿产储备计划！美国稀土公司盘前直线拉升！

Core Viewpoint - The Trump administration is set to launch a "strategic critical mineral reserve" initiative, known as the "Vault Project," with an initial funding of $12 billion aimed at mitigating supply shocks for manufacturers and reducing the risk of supply disruptions [4][5]. Group 1: Project Overview - The Vault Project will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States to procure and store critical minerals for manufacturers, including automotive and technology companies [4][5]. - This initiative is described as an unprecedented arrangement for mineral reserves in the private sector, akin to the existing U.S. strategic petroleum reserve, but focused on minerals like gallium and cobalt used in products such as iPhones and batteries [5]. Group 2: Participation and Structure - Over ten companies are already involved, including General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google, with three commodity trading firms responsible for sourcing raw materials [6]. - The Ex-Im Bank's board is expected to vote on the approval of this 15-year loan, which would be the largest single loan in the bank's history, exceeding its previous second-largest transaction by more than double [6]. Group 3: Operational Details - The project allows companies to commit to purchasing a specified quantity of materials at agreed prices without needing to maintain large inventories, thus reducing the impact of price volatility [7]. - Companies can utilize their material reserves but must replenish them after consumption; in the event of significant supply disruptions, they can access their entire reserve [8].