美国内政部下属机构地质调查局在《联邦公报》上公布了这份合计54种矿产的清单草案，并将在30天内公开征求公众意见。 此次最新被提议加入清单的有六种矿产，包括铜、钾碱、硅、白银、铅和铼。此外，美国地质调查局还表示，拟对铀和冶金煤的纳入可能性 进行分析。砷和碲则被建议从清单中移除。 美国政府周一提议将铜、硅、银等列入2025年关键矿物清单，因它们对美国经济和国家安全至关重要。 国际铜业协会全球总裁胡安·伊格纳西奥·迪亚兹表示，"铜完全符合这一(关键矿产)标准：它不仅是电气化、国防和清洁能源的基石，其供 应链也日益承压。承认铜的关键性符合美国利益，这将巩固其竞争力和能源转型的基础。" 行业游说组织美国肥料协会此前则一直在推动将钾碱列为关键矿物， 以便为关税豁免提供更充分理由。 特朗普政府于3月发布了一项单独 行政命令，支持包括关键作物肥料钾碱在内的矿物提高国内产量。 美国使用的钾碱大部分从加拿大进口，该国约占该矿物进口量的80%。根据北美自由贸易协定下的商品豁免条款，这些供应目前尚未被征收 关税。 该公告发布后，在美上市的化肥企业股价一度应声上涨，其中Mosaic涨幅一度达4.5%，Nutrien攀升2.9%，随后涨 ...

美国特朗普政府将把铜和钾肥等纳入关键矿产草案清单，这是自2018年首次发布以来最重大的调整。美 国地质调查局(US Geological Survey)最新列出的关键矿物清单中，新增了6种提议，其中包括铜和钾 肥，美国彭博社称，这为更广泛的政策支持扫清了道路。 在当今的美国政策舞台上，特朗普政府把恢复本国金属与矿产的生产置于极为重要的优先地位。在这众 多矿产之中，铜格外引人注目，它在住宅建设、电网铺设以及交通运输等关键领域都有着广泛应用。据 悉，内政部长的最终名单有望在未来30天内正式揭晓。 美国国家矿业协会对此次将关乎基础设施、国家安全及技术领先地位的矿产纳入相关名单之举给予了高 度评价，并且倡导所有矿产都应被视作关键矿产。国际铜业协会主席Juan Ignacio Diaz指出："铜无疑是 符合这一标准的理想选择。它不仅是电气化、国防事业和清洁能源发展的基石，而且其供应链正承受着 日益增大的压力。美国若能充分认识到铜的重要性，将极大助力自身竞争力的提升，并为能源转型筑牢 根基。" 摘要今日周二（8月26日）亚盘时段，现货黄金目前交投于3386.27美元附近，截至发稿，现货黄金最新 报3375.09美元/盎司 ...

【环球时报综合报道】编者的话： 8月22日，第九届东京非洲发展国际会议在日本横滨落下帷幕，关键 矿产成为此次会议的中心议题之一。除日本外，美国、欧盟、澳大利亚、英国、阿联酋、印度等，近年 来纷纷加入对非洲关键矿产的战略博弈，希望保证本国的充足供应。然而，它们能否帮助非洲开发其丰 富的资源并助力该地区实现产业升级？坐拥全球30%的关键矿产储量，非洲国家制定了怎样的发展战 略？这些战略将对其他国家产生哪些影响？ 多国想成为 " 非洲金属俱乐部 " 一员 "日本和非洲国家同意合作，在资源丰富的非洲大陆实现关键矿产的稳定供应和'负责任开发'。"日本共 同社8月22日对第九届东京非洲发展国际会议的报道，凸显了该国对非洲关键矿产的渴望。对于此次会 议，法新社直言，日本首相与非洲各国领导人开会，"放眼"的是人工智能和关键矿产。 日本对非洲关键矿产的关注并非始于今年。法国《非洲报道》杂志2023年发表题为《从刚果（金）到马 达加斯加，日本用关键金属织网》的报道，称东京在非洲大陆展开魅力攻势，希望在"非洲金属俱乐 部"中占据一席之地。日本NHK电视台这一年也表示，东京开展对非资源外交。2023年8月，时任日本 经济产业大臣西村 ...

周一，三大指数收跌，投资者正密切关注英伟达即将公布的财报，并且重新审视关税及其对通胀和企业 利润的影响。 【美股】截至收盘，道指跌349.27点，跌幅为0.77%，报45282.47点；纳指跌47.24点，跌幅为0.22%，报 21449.29点；标普500指数跌27.59点，跌幅为0.43%，报6439.32点。比特币概念股普跌， Coinbase(COIN.US)跌超4%，Circle(CRCL.US)跌超7%。英伟达(NVDA.US)涨1%，特斯拉(TSLA.US)涨 近2%。纳斯达克中国金龙指数涨0.11%，拼多多(PDD.US)收涨0.87%。 【欧股】德国DAX30指数跌118.91点，跌幅0.49%，报24251.83点；法国CAC40指数跌126.65点，涨幅 1.59%，报7843.04点；欧洲斯托克50指数跌51.28点，跌幅0.93%，报5436.95点；西班牙IBEX35指数跌 157.50点，跌幅1.02%，报15253.50点；意大利富时MIB指数跌89.28点，跌幅0.21%，报43221.00点。 【亚太股市】日经225指数涨0.41%，韩国KOSPI指数涨1.3%，印尼综合指 ...

路透：特朗普政府正在考虑从《芯片法案》中重新分配至少20亿美元，用于资助关键矿产项目，并加强商务部长卢特尼克对战略领域的影响力。拟议中的举措将从国会已经分配的用于半导体研究和芯片工厂建设的资金中拨款，避免提出新的支出要求，特朗普政府寻求降低美国在关键矿产方面对中国的依赖。 ...

Core Insights - The development of strategic metals and critical minerals in China is increasingly influenced by global geopolitical competition, with major economies pushing for localization and "de-China" strategies in critical mineral supply chains [6][7][8] - The concentration of critical mineral reserves and production is significant, with the top three countries (CR3) holding over 80% of reserves for more than ten mineral types, such as rare earths (approximately 80%) and gallium (94%) [20][21] - China's critical minerals can be categorized into four types based on supply risk and global dominance: those with global supply advantages, those with low supply risks, those that are highly scarce but manageable, and those with high supply risks [33][34][38] Group 1: Global Competition and Supply Chain - The security of critical mineral supply chains has become a frontline in global geopolitical economic competition, with countries seeking to reduce strategic dependencies and enhance supply chain autonomy [6][7] - The rise of resource nationalism is reshaping the global strategic mineral landscape, as resource-rich countries leverage their bargaining power to renegotiate contracts and increase fees [7][8] - Despite intense geopolitical competition, market forces remain the dominant driver of global mineral investment and mergers, suggesting that collaboration and interdependence will continue to play a significant role [8] Group 2: China's Strategic Minerals - China's strategic minerals can be divided into four categories: those with global supply advantages (e.g., rare earths, graphite), those with low supply risks (e.g., molybdenum, lithium), those that are highly scarce but manageable (e.g., nickel, cobalt), and those with high supply risks (e.g., niobium, platinum group metals) [33][34][38] - The country has implemented export controls on key minerals such as gallium, germanium, and graphite to prevent technology loss and counter external pressures, although a complete export ban could disrupt supply chains [2][48] - China's dominance in the production and processing of critical minerals, particularly in the context of clean energy and electric vehicles, positions it strategically in the global market [14][38] Group 3: Market Dynamics and Future Outlook - The demand for critical minerals is expected to surge, with projections indicating that by 2040, the demand for lithium could increase by over 40 times, and demand for other key minerals like graphite and nickel could grow by 20-25 times [14][15] - The interconnectedness of global critical mineral supply chains means that any disruption could lead to significant economic consequences, potentially reversing decades of globalization [8][19] - China's strategic approach to critical minerals, including potential export controls, aims to safeguard its economic security while navigating the complexities of international competition [48][49]

Group 1 - The core viewpoint of the article highlights the agreement between U.S. Secretary of State Rubio and diplomats from South Korea and Japan to enhance cooperation in various sectors, including energy, shipbuilding, and supply chain security [1] Group 2 - The collaboration will focus on critical minerals and artificial intelligence, indicating a strategic alignment among the three nations in addressing emerging technological and resource challenges [1]

Group 1 - The NATO summit held in The Hague faced protests from over 20 countries, with demonstrators accusing NATO of being against peace and development [1] - The G7 summit preceding the NATO meeting did not produce a joint communiqué or a unified statement on Ukraine, highlighting internal divisions among Western nations [1][2] - The G7 summit's outcomes were limited, with significant disagreements on key issues, including trade negotiations and military actions regarding Iran [2] Group 2 - The NATO summit focused on military spending as a percentage of GDP, with a push for member countries to increase defense budgets to 5% by 2032, a significant rise from previous standards [4][5] - Some NATO members, like Spain, successfully negotiated to maintain their military spending at 2.1%, avoiding the proposed 5% increase [5] - The U.S. under Trump aimed to extend military spending demands to non-NATO allies like Japan and South Korea, but these countries found the 3.5% target unacceptable, leading to cancellations of planned meetings [5]

Group 1 - Canada announced over 4 billion CAD in support to Ukraine, including 2 billion CAD in military aid for drones, ammunition, and armored vehicles [1] - Canada will provide 2.3 billion CAD in loans through the G7 special income acceleration loan mechanism for Ukraine's infrastructure and public system reconstruction [1] - New sanctions against Russia include measures targeting 77 individuals and 39 entities, as well as 201 additional ships, bringing the total to over 300 vessels [1] Group 2 - Canada and India agreed to appoint new high commissioners to restore regular services between their citizens and businesses [2] - Discussions between Canada and India included cooperation in technology, digital transformation, food security, and critical minerals [2] - Diplomatic tensions between Canada and India have escalated due to allegations of Indian government involvement in a serious crime on Canadian soil [2]

Group 1 - G7 leaders announced the initiation of a "Critical Minerals Action Plan" aimed at responsible production and diversification of supply for critical minerals, with a roadmap to be developed by the end of the year [1] - Canada is leading the initiative to establish a "Critical Minerals Production Alliance" to collaborate with trusted international partners to secure supply for advanced manufacturing and military defense [1] - G7 leaders agreed to establish a "G7 AI Network" to advance the "G7 Government AI Challenge" initiated by Canada, addressing barriers to AI adoption in the public sector [1] Group 2 - G7 leaders committed to enhancing global cooperation to prevent and combat wildfires, aiming to reduce their occurrence and negative impacts, while seeking synergy with G20 efforts [2] - G7 reaffirmed their commitment to the "G7 Preventing and Combating Human Smuggling Alliance" to strengthen border management and law enforcement against organized crime [2] - G7 leaders issued a statement urging a broader de-escalation of hostilities in the Middle East, including a ceasefire in Gaza [2]