耪厣探报道称美方将启动关键矿产储备计划 中方回应-林剑-外交部-稀土_新闻

Group 1 - The U.S. plans to initiate a critical mineral reserve program with an initial funding of $12 billion, aiming to reduce dependence on China for resources like rare earths [2] - China's stance remains unchanged regarding the stability and security of the global critical mineral supply chain, emphasizing that all parties have a responsibility to contribute constructively [2][12] - The Trump administration is reportedly abandoning plans to provide minimum price guarantees for U.S. critical mineral projects, acknowledging the lack of congressional funding support and the complexity of setting market prices [2][3] Group 2 - U.S. officials have indicated that mining projects must demonstrate financial independence without government price support, reflecting a shift in strategy [3] - Following the announcement of the policy shift, shares of rare earth companies, including Lynas Rare Earths, experienced significant declines, with Lynas's stock dropping over 10% [6] - The U.S. Department of Energy has denied the accuracy of reports regarding the abandonment of price guarantees, although it did not specify the inaccuracies [5] Group 3 - The U.S. government has not provided price guarantees to any companies since the investment in MP Materials, raising questions about the commitment to this financial tool [7][9] - Critics of price guarantees warn that such mechanisms could expose U.S. taxpayers to significant financial risks, particularly if market prices fall [8] - The abandonment of price guarantees does not preclude the U.S. from exploring other support measures for mineral projects, such as establishing strategic reserves and making equity investments [8]