报道：特朗普拟用AI定关键矿产参考价，锗、镓、锑、钨首批纳入

Group 1 - The Trump administration plans to utilize the Pentagon's AI project to establish reference prices for critical minerals, supporting the creation of a global metal trading group [1][4] - The reference prices will be developed by the U.S. Department of Defense's OPEN AI metal project, initially focusing on germanium, gallium, antimony, and tungsten, with plans to expand coverage [1][4] - The implementation timeline for the reference prices remains unclear, as the Trump administration must first persuade numerous allied countries to join the trading group to ensure the mechanism's effectiveness [1] Group 2 - The OPEN project, initiated in 2023, aims to incorporate labor, processing, and other costs into metal pricing calculations, focusing on metals with low liquidity or no public market [4] - The project is expected to be transferred to the non-profit Critical Minerals Forum (CMF) next year, which will conduct AI model stress tests and support commercially viable mining projects [4] Group 3 - The combination of reference prices and adjustable tariffs presents multiple unresolved issues regarding its operational mechanics, including whether prices will fluctuate with the market or remain fixed [5] - There are uncertainties about the scope of tariffs, particularly whether they will apply to all end products containing critical minerals, as manufacturers typically prefer to source raw materials at the lowest prices [5] Group 4 - U.S. mining companies generally support the reference price and tariff proposal, provided it helps them achieve profitability, with specific demands for reference prices to be above production costs [6] - There is increasing attention on price transparency in the mineral market, with reports of CME Group planning to launch the first global rare earth futures contract [6]