清单品种扩容与国际合作加速——美国关键矿产发展跟踪

Group 1 - The core viewpoint of the report highlights the expansion of the critical minerals list by the U.S. Geological Survey from 50 to 60 items, with the inclusion of base commodities such as copper, silicon, metallurgical coal, and silver, indicating a shift in focus from high-tech materials to fundamental raw materials [1][3] - The U.S. plans to enhance its critical mineral supply chain by signing agreements with trade partners to ensure sufficient supply, with a deadline of 180 days from the announcement made on January 14, 2026 [2][3] - The U.S. government is establishing a multi-tiered strategic metal investment and support system, focusing on rare earths, lithium, antimony, scandium, and cobalt as key investment areas, supported by various government departments [3] Group 2 - The U.S. is advancing the "Mineral Security Partnership" (MSP) to build a supply chain based on strategic alliances and joint investments with allies, aiming to create a closed-loop supply chain for critical minerals [3] - The report anticipates that critical minerals will become a focal point in the competition between the U.S. and China for emerging industries, with overlapping interests in certain minerals identified in both countries' strategic plans [4] - A list of common minerals for future U.S.-China industrial development includes niobium, titanium, yttrium, barium, copper, silicon, graphene, arsenic, phosphorus, potassium, magnesium, cobalt, platinum, iridium, tungsten, lithium, rare earths, nickel, aluminum, gallium, germanium, and tantalum [4]