120亿美元，特朗普公布“金库计划”

Group 1 - The core initiative is the launch of a $12 billion critical mineral reserve project named the "Treasury Plan," aimed at supporting manufacturers and reducing reliance on Chinese rare earths [1] - The funding for the "Treasury Plan" includes approximately $2 billion in private capital and $10 billion in loans from the Export-Import Bank of the United States, targeting procurement and storage of critical minerals like rare earths, gallium, and cobalt [1] - The project is similar to the existing Strategic Petroleum Reserve but focuses on minerals essential for products such as smartphones, batteries, and jet engines [1] Group 2 - The plan currently involves participation from over a dozen companies, including General Motors, Stellantis, Boeing, Corning, and Google, with commodity traders expected to handle raw material procurement [1] - The objective is to establish a 60-day emergency mineral reserve, with initial work already underway [1] - However, there are concerns regarding the effectiveness of the plan, as the U.S. is heavily reliant on imports for 12 key minerals and over 50% for 29 others, indicating that the plan may not lead to immediate changes in dependency on China [2] Group 3 - Analysts express skepticism about the long-term impact of the "Treasury Plan," suggesting that while it may stabilize the U.S. market, it is not a quick fix for reducing reliance on China in the critical minerals sector [2] - Challenges include the limited sources for rare earths, particularly heavy rare earths, which may not be sufficiently met by U.S. and allied production [2] - The real difficulties in rebuilding the rare earth supply chain lie in acquiring technology and expanding production capacity, which are complex issues not easily resolved through simple actions [2]