刚刚！美国国防部，突爆大消息！

Core Viewpoint - The U.S. Department of Defense is seeking to procure key minerals worth up to $1 billion, indicating an acceleration in the Trump administration's efforts to strengthen the critical mineral supply chain [2][5]. Group 1: Procurement Plans - The Department of Defense plans to purchase cobalt valued at up to $500 million, antimony up to $245 million, tantalum up to $100 million, and approximately $45 million worth of scandium [5]. - The Defense Logistics Agency (DLA) is also gathering information on rare earth elements, tungsten, bismuth, and indium to further expand its reserves [6]. Group 2: Market Reactions - Market participants are shocked by the DLA's planned procurement volumes, which in many cases exceed the annual production and import levels of the U.S. [3][9]. - The stock prices of rare earth and critical mineral companies have surged, with USA Rare Earth up over 180%, MP Materials soaring over 400%, and Energy Fuels rising nearly 300% this year [10]. Group 3: Strategic Importance - The procurement initiative reflects the U.S. government's recognition of the importance of these materials and its desire to support domestic production capabilities [9]. - The DLA's actions are part of a broader strategy that includes a proposed $5 billion mining investment fund aimed at increasing critical mineral supply [9][10].