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关键矿产供应链韧性
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34国没签协议,美盟友倒戈中国,特朗普防稀土卡脖子,第一步走错
Sou Hu Cai Jing· 2026-02-11 07:43
特朗普的赢学叙事再次增添了浓重的一笔。美国国务院近日宣布,在华盛顿举行的首届关键矿产部长级 会议上,美国与11个国家签署了关键矿产协议或相互谅解备忘录。与此前已经签署类似协议的10个国家 合计,至此共21国在这一领域与美国达成了合作意向。美方透露,另外17个国家已经完成了相关的谈 判,尽管谈判已结束,但并不意味着这些国家会和美国达成合作。这样一来,出席会议的55个国家中, 有34个国家并未与美方签署任何协议。而美国依然在按照自己的逻辑自夸大赢特赢。有趣的是,美国、 欧盟和日本在会议期间宣布了建立战略伙伴关系的计划,意在增强关键矿产供应链的韧性,承诺将在30 天内就关键矿产达成谅解备忘录。此外,美国还利用这次会议正式启动了所谓的资源地缘战略合作论坛 (FORGE),并由韩国担任轮值主席,直到6月为止。 更让人注目的是,美国不仅仅是通过这些会议进行表面上的操作。美方显然有更深远的打算,譬如激活 2022年成立的矿产安全伙伴关系(MSP)。美国副总统万斯在会议上提议,希望在盟国之间建立关键矿 产优惠贸易区,借此通过调整关税来避免关键矿产遭遇低价倾销。特朗普政府的初衷显然是减少美国对 中国在矿产供应上的依赖,尤其是在 ...
美拉拢50国开展关键矿产特惠贸易
Xin Lang Cai Jing· 2026-02-09 00:44
Core Points - The United States, in collaboration with the EU, Japan, and Mexico, is implementing a critical minerals strategy essential for defense and high-tech industries [1][2] - A joint action plan will be developed to enhance the resilience of critical mineral supply chains, including trade policies and mechanisms such as country-specific minimum prices [1][2] - A multilateral agreement on critical mineral trade is anticipated to be established among like-minded partners within 30 days [2][3] Group 1 - The U.S. and Mexico have reached a partnership agreement to address vulnerabilities in critical mineral supply chains, with a 60-day action plan focusing on trade policies [3] - The action plan will include negotiations on minimum prices within binding multilateral agreements [3] - The collaboration between the U.S. and Mexico highlights their commitment to addressing global market distortions that threaten North American supply chains [3] Group 2 - The international critical mineral market is currently unstable, with unpredictable price fluctuations and challenges in sustaining investment [2][3] - A proposal was made to establish a "preferential trade center" to mitigate external disruptions and reach consensus on minimum prices [4]