美国举办了一场C5+1峰会，这是中亚地区5个国家与美方的峰会。现场座位安排是美方坐在正位，有贝森特、万斯、鲁比奥，以及美总等人。他们对面才是 中亚5国的总统，这样的安排不像是平等的峰会，倒像是喊人家几个来开会听美总安排工作。 这次峰会的主要内容是关键矿产，位于亚洲中部的中亚5国拥有丰富的能源和矿产资源，尤其是关键矿产具有战略价值，这是美总最近满世界到处找的。之 前美方已经跟巴铁、澳洲、泰国、印尼、马来西亚等国签了关键矿产合作备忘录，这又盯上了中亚地区，此举不得不让周边国家警惕。 美总在C5+1峰会上要求中亚5国对俄制裁，还要五个中亚国家投资美方产业，并且美方能优先开发中亚矿产资源。说实话这些要求挺难办的，中亚五国不太 可能对俄制裁，也没钱赴美投资，至于矿产资源开发也需要美方给钱才行。很明显美方想在中亚地区提升影响力，削弱咱们在此的影响力，但实际作用有 限。 从地理位置来看，中亚5国区位优势明显，这里跟中俄伊都挨着，还紧邻阿富汗。其中的土库曼还是永久中立国，按理来说不应该参与这些事，但还是被美 方叫来开会。 在此之前，美总已经缺席了APEC峰会，接下来他还要缺席南非G20峰会。本以为他是拒绝多边合作，没想到是盯 ...

Core Insights - Australia's diplomatic efforts to enhance critical minerals cooperation with the US are gaining traction, with ASX-listed explorers invited to brief the Australian embassy ahead of a meeting between Prime Minister Albanese and President Trump [1][2] Company Engagement - Resolution Minerals Ltd and Nova Minerals Ltd are among the companies invited to participate, focusing on antimony projects crucial for US defense and industrial supply chains [2] - Resolution Minerals is highlighting its Horse Heaven project in Idaho, which has potential for near-term production and is strategically located near Perpetua Resources' Stibnite Gold and Antimony Project [3][5] - Nova Minerals is providing updates on its Estelle Gold and Critical Minerals Project in Alaska, which has received a US$43.4 million award from the US Department of War to support military-grade antimony production by 2026-27 [10][11] Strategic Importance - The Australian government is positioning its expertise as vital to US efforts to secure alternative supply chains and reduce reliance on China, particularly in critical minerals like antimony and tungsten [2][15] - The growing engagement reflects a shift in the US from rhetoric to investment, with potential direct equity stakes and grant programs being considered to support allied projects [13][15] Broader Industry Trends - The inclusion of smaller-cap ASX explorers in high-level discussions indicates a search for shovel-ready opportunities in critical minerals, with Australian companies actively involved in US projects [14][15] - The evolving diplomatic landscape offers visibility and potential government support for companies like Resolution and Nova, which could accelerate their production timelines [15][16]

Group 1 - Australian Prime Minister Albanese had a phone conversation with US President Trump discussing trade and security issues [1][2] - The dialogue was described as "enthusiastic and constructive," focusing on trade relations, critical minerals cooperation, and mutual security interests [2] - Since Trump's election victory in November last year, Albanese has spoken with Trump four times, but they have not yet met in person [2] Group 2 - Albanese is expected to attend the United Nations General Assembly in New York later this month, but it is unclear if he will meet with Trump during this visit [2] - The US has not issued a statement regarding this recent phone call [2]