预计澳大利亚、韩国、印度、墨西哥和欧盟的官员也将参加此次会谈，重点讨论关键原材料和全球供应 链安全问题。 日本财务大臣片山皋月表示，在从周日开始的美国之行中，她将与其他工业化国家的同行会面，讨论对 军事生产和科技产业至关重要的矿物。 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 来源：环球市场播报 美国本周将主办七国集团（G7）部长级会议，讨论稀土问题。 加拿大政府在声明中表示，加拿大财政部长弗朗索瓦-菲利普·尚帕涅周日和周一在华盛顿会见G7成员国 官员；并称美国财政部长斯科特·贝森特将主持会谈，"讨论关键矿产的全球供应链"。 ...

据央视新闻报道，当地时间1月8日，美国总统特朗普表示，美国必须"拥有"整个格陵兰，这一表态让格 陵兰再次成为地缘经济焦点。 据媒体9日报道，在南格陵兰从事矿产开发的矿业公司Amaroq透露，美国政府正在考虑对其关键矿产项 目进行投资，这一举措旨在确保从黄金、铜到稀有金属的供应链安全，减少对外部供应的依赖。 Amaroq首席执行官Eldur Ólafsson表示，该公司正与美国政府机构就潜在投资机会进行谈判。尽管具体 细节尚未最终敲定，但Ólafsson称，潜在的交易形式可能涵盖承购协议、基础设施支持以及信贷额度。 受特朗普此前关于收购格陵兰岛言论的刺激，在该岛拥有项目的稀土公司股价近期已大幅飙升。虽然外 界对极地开采的经济可行性存疑，但Amaroq方面表示，依托深水峡湾的地理优势和适当的物流规划， 格陵兰的矿产开发具备现实可行性。 白宫视格陵兰的矿产储量为解决供应链脆弱性的关键一环。前国家安全顾问Mike Waltz早在2025年1月 就曾对媒体表示，美国对格陵兰的兴趣本质上关乎"关键矿产"。随着气候变化导致冰层融化，格陵兰部 分地区的岩石裸露，使得这些战略资源的开采变得更加可行。 欧洲各国正紧急应对这一局势 ...

瑞银上调金价目标至5000美元 本周首个交易日，现货黄金价格盘中一度大涨超3%，触及每盎司4467美元的高点，距离2025年底创下 的历史最高纪录仅差约 100 美元。纽约黄金期货价格一度飙升至每盎司4480美元。 新年伊始，美国对委内瑞拉采取军事行动是自1989年以来华盛顿对拉美地区最直接的一次干预，此后市 场对避险资产的需求激增。值得注意的是，除委内瑞拉动向外，美国总统特朗普重申了其对格陵兰岛的 扩张野心，并暗示可能针对哥伦比亚和墨西哥两国的非法毒品流通问题采取行动，与此同时，伊朗的最 新形势也受到了广泛关注。 受地缘政治冲突频发以及美联储货币宽松周期的双重推动，黄金价格在去年累计上涨64%。市场对美联 储进一步降息的预期、各国央行的购金行为以及黄金ETF的资金流入，共同助推了金价的攀升。 德国贺利氏金属公司贵金属交易员尊普夫（Alexander Zumpfe）表示："委内瑞拉局势无疑再度激活了 市场的避险需求，而这一需求是叠加在原本就存在的地缘政治、能源供应以及货币政策担忧之上的。" 全球关键矿产供应链安全引发关注。 受供应短缺担忧情绪，以及委内瑞拉动荡局势或将加速全球关键矿产争夺的预期推动，周一大宗商 ...

全球关键矿产供应链安全引发关注。 受供应短缺担忧情绪，以及委内瑞拉动荡局势或将加速全球关键矿产争夺的预期推动，周一大宗商品市 场出现明显异动。贵金属市场卷土重来，白银大涨超6%，黄金逼近4500美元，工业金属普涨，伦铜和 美铜再创历史新高。 瑞银上调金价目标至5000美元 本周首个交易日，现货黄金价格盘中一度大涨超3%，触及每盎司4467美元的高点，距离2025年底创下 的历史最高纪录仅差约 100 美元。纽约黄金期货价格一度飙升至每盎司4480美元。 新年伊始，美国对委内瑞拉采取军事行动是自1989年以来华盛顿对拉美地区最直接的一次干预，此后市 场对避险资产的需求激增。值得注意的是，除委内瑞拉动向外，美国总统特朗普重申了其对格陵兰岛的 扩张野心，并暗示可能针对哥伦比亚和墨西哥两国的非法毒品流通问题采取行动，与此同时，伊朗的最 新形势也受到了广泛关注。 受地缘政治冲突频发以及美联储货币宽松周期的双重推动，黄金价格在去年累计上涨64%。市场对美联 储进一步降息的预期、各国央行的购金行为以及黄金ETF的资金流入，共同助推了金价的攀升。 德国贺利氏金属公司贵金属交易员尊普夫（Alexander Zumpfe）表示： ...

全球最大金属冶炼企业韩国锌业公司计划在美国投资约 74 亿美元兴建一座冶炼厂。该项目将获得美国 政府及其他投资者的支持，旨在扩大芯片制造、国防及航空航天领域所需关键材料的供应。 韩国锌业在一份监管公告中表示，公司董事会于周一批准了在美国成立外资合资企业 "坩埚合资有限责 任公司" 的决议。公告称，该冶炼厂项目的 19.4 亿美元资金将来自这家合资企业，而合资方包括美国政 府、战略投资者以及韩国锌业自身。 目前美国仅有一座原生锌冶炼厂，由托克集团旗下子公司尼斯泰美国公司运营。另一份声明显示，尼斯 泰美国公司计划将其位于田纳西州克拉克斯维尔市的这座冶炼厂出售给韩国锌业，具体交易金额未予披 露。韩国锌业拟在该厂区原址上，打造一座 "全新、技术领先的全集成大型冶炼设施"。 韩国锌业表示，这座新冶炼厂将具备锌、铅、铜、金、银的精炼能力，同时可提炼锑、锗、镓等战略矿 产。去年，针对美国实施的技术限止措施，中国采取反制手段，对上述三种战略矿产实施出口管制。这 些矿产广泛应用于半导体、卫星及夜视仪等产品的生产制造。 在美国及其盟友推进关键矿产供应链安全保障的进程中，韩国锌业被视为具有重要战略意义的参与者。 尽管特朗普政府削减 ...

Core Viewpoint - The U.S. government is increasingly investing in key mineral companies to enhance supply chain security and support the development of the technology industry, marking a shift in strategy for ensuring stable and controllable supply sources [1][2] Group 1: Government Investment Strategy - The U.S. government has invested over $1 billion in key mineral and mining companies over the past year, focusing on rare metals, battery materials, and high-performance magnets [1] - Notable investments include a $400 million acquisition of a 15% stake in MP Materials, a $670 million investment in magnet manufacturer VMC, and a $35.6 million stake in Trilogy Metals [1] - The government aims to strengthen its industrial base in global resource competition through these investments, which are expected to become more common in the future [1][2] Group 2: Industry Collaboration and Demand - There is a growing collaboration between the U.S. government and mineral companies, driven by increasing demand for high-performance metals and materials in various industries, including missile guidance systems, radar, jet engines, electric vehicles, and energy storage [2] - The equity investment strategy is seen as a crucial tool for building a more complete mineral supply system and supporting the development of emerging industries [2] - U.S. officials emphasize the importance of exploring more collaborative approaches with the industry to create a robust foundation for critical material supply through both capital and policy support [2]

Core Points - The signing of the "U.S.-Australia Critical Minerals and Rare Earths Supply Security Framework Agreement" aims to enhance cooperation in critical minerals and rare earths between the two countries [1][3] - Both governments will invest $1 billion each over the next six months for exploration, development, and processing of critical minerals [1] - The agreement establishes a U.S.-Australia Critical Minerals Supply Security Response Group to identify priority minerals and analyze supply chain vulnerabilities [1][3] Group 1: Strategic Importance - The agreement is a significant step for the U.S. to achieve dominance in critical minerals and energy [3] - It elevates U.S.-Australia cooperation in critical resources to an unprecedented level, injecting new strategic meaning into bilateral relations [3][7] - The collaboration aims to reduce dependence on other countries, particularly China, for critical mineral supply chains, thereby enhancing supply security [7][10] Group 2: Resource and Technology Complementarity - Australia possesses abundant rare earth resources and mature mining technology, while the U.S. has significant advantages in industrial transformation and research capabilities [5] - This partnership is expected to create a complementary relationship between resources and technology, boosting competitiveness in the global critical minerals sector [5] Group 3: Global Context and Challenges - The cooperation reflects a broader global trend where countries are strengthening control over strategic resources to safeguard national interests [8] - Despite confidence in the partnership, challenges remain, particularly in Australia's relatively weak rare earth processing capabilities, with over 80% of global processing currently concentrated in China [10] - The U.S. will still need to invest in long-term development, as Australia cannot meet all U.S. demands [10] Group 4: Trade Relations and Policy Implications - Australia's disappointment with U.S. tariff policies may impact its interests, although it aims to maintain and develop relations with China simultaneously [12] - The agreement's implementation will face challenges related to technology, supply chains, and trade policies, necessitating ongoing adjustments and advancements by both countries [12]

Core Points - The U.S. and Australia signed a significant mineral agreement aimed at countering China's dominance in the critical minerals market [1][3] - Both countries will invest a total of $1 billion each over the next six months to support joint projects [3][5] - The agreement includes the establishment of a joint task force to coordinate policies and investment projects related to critical minerals [5][6] Investment and Financial Details - The total investment for critical mineral projects is expected to exceed $3 billion in the next six months [5] - The U.S. Export-Import Bank will issue seven letters of intent to provide over $2.2 billion in financing, unlocking up to $5 billion in total investment [5] - Specific projects, such as a gallium refining plant in Western Australia, will receive significant government funding, with a planned annual output of 100 tons [6] Strategic Implications - The agreement is seen as a response to China's tightening of export controls on critical minerals [3][9] - Australia holds the fourth-largest rare earth reserves globally, and the partnership aims to enhance the supply chain security for both nations [3][10] - The agreement includes provisions for cooperation on pricing, licensing approvals, and government reviews of projects [7] Industry Challenges - Analysts express skepticism about the timeline for achieving significant supply increases, suggesting it may take 5 to 7 years rather than the one year suggested by U.S. President Trump [10][11] - Australia, despite its strong mining capabilities, relies heavily on China for processing its minerals, with over 90% of its lithium being sent to Chinese refineries [10] - The Australian opposition leader highlighted concerns about the country's investment channels and the lengthy project approval processes [10]

Core Points - The Chinese Ministry of Commerce announced stricter controls on rare earth exports, effective from November 8, 2025, targeting heavy and medium rare earth elements, including five newly added elements: holmium, erbium, thulium, europium, and ytterbium [1] - The announcement is part of a broader trend of increasing export restrictions on rare earth products, which began in 2023 and 2024, with previous measures including export licensing for gallium and germanium [1][3] - The U.S. Department of Defense plans to spend up to $1 billion on critical minerals, including rare earth metals, to establish strategic reserves and mitigate supply chain risks, with a focus on domestic and allied sources [3][5] Group 1: Chinese Export Controls - The new export controls require companies to report end-users and specific applications for rare earth elements, affecting industries reliant on these materials [1] - The measures are framed as necessary for national security and are not outright bans, but rather enhanced management of exports [1][7] - The controls apply to both Chinese and foreign companies, requiring approval for products containing over 0.1% Chinese rare earths [3] Group 2: U.S. Response and Procurement Plans - The U.S. Defense Logistics Agency's procurement plan emphasizes the importance of heavy and medium rare earths for defense applications, including the F-35 fighter jet [4][5] - The procurement plan follows previous investments by the U.S. Department of Defense in rare earth processing facilities, indicating a long-term strategy to diversify supply chains away from China [5][8] - Following the announcement of the procurement plan, U.S. rare earth companies saw stock price increases, reflecting investor optimism about domestic production stimulation [5] Group 3: Market Implications - The tightening of export controls by China has led to increased global price volatility for rare earths and related materials, with significant price increases observed in 2024 [7] - The U.S. government's focus on building strategic reserves and enhancing domestic production capabilities is a direct response to China's dominant position in the rare earth market, where China accounts for 61% of global mining output and over 90% of processing [1][7] - The competitive dynamics between China and the U.S. in the critical minerals sector are intensifying, with both countries implementing measures to secure their supply chains [7]

Core Insights - The U.S. government's strategy of directly investing in mining companies to secure critical mineral supplies is significantly altering the industry landscape and generating substantial market enthusiasm [1][3] - The recent approval of the Ambler Road Project and the investment in Trilogy Metals highlights the direct impact of government intervention on the value of strategic industries and related companies [1][4] Government Investment Details - The U.S. government has invested $36.5 million in Trilogy Metals for a 10% equity stake, along with warrants to purchase an additional 7.5% of the company in the future [4] - The Ambler Road Project aims to construct an industrial road to the Ambler mining district, which is rich in essential metals like copper, cobalt, gallium, and germanium, crucial for modern industry and defense [4] Strategic Shift in Supply Chain Security - The investment marks a more aggressive approach by the Trump administration to ensure the security of critical mineral supply chains, following similar actions with other companies like MP Materials and Lithium Americas [5] - These government-favored companies are at different development stages, with MP Materials projected to generate $285 million in sales by 2025, while Trilogy Metals and Lithium Americas are still in early development phases with no significant sales revenue [5]