AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 据外媒报道，两位知情人士透露，特朗普政府正考虑一项计划，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，并提升商务部长卢特尼克对这一战略性行业的影响力。 这项拟议中的举动将从国会为半导体研究和芯片工厂建设分配的资金中提取，这些关键矿产被广泛用于 电子和国防工业。 一位消息人士称，提升卢特尼克在关键矿产融资方面角色的做法，也将有助于集中本届政府对该行业的 管理方式。此前，五角大楼上个月对稀土公司MP Materials的投资引发了外界对美国政府矿产战略的疑 问，白宫官员因此寻求更集中的管理。 一位前美国官员表示，拜登政府曾考虑将《芯片法案》的拨款用于稀土，但认为这不经济，需要许多环 境豁免，并且最好留给能源部处理。 早些时候，特朗普政府还在寻求利用与《芯片法案》相关的资金，入股英特尔和其他芯片制造商，以换 取现金拨款。 自1月份上任以来，特朗普已迅速采取行动，通过签署行政命令以促进深海采矿和国内项目，来扩大美 国的关键矿产生产。 美国商务部负责监管价值527亿美元的《芯片法案》，其正式名称为《芯片与科学法案》（CHIPS and Scie ...

这一举措将从国会已拨付的半导体研发及工厂建设资金中调拨，而非提出新的开支请求，旨在减少美国 对其他国家在电子和国防产业广泛应用的关键矿产的依赖。 两名知情人士透露，特朗普政府正考虑从《芯片与科学法案》(简称CHIPS法案)中至少重新划拨20亿美 元，用于关键矿产项目融资，并扩大美国商务部长卢特尼克在该领域的影响力。消息公布后，美股稀土 概念板块周四短线拉升，截至收盘，American Resources(AREC.US)涨超9.8%，Energy Fuels(UUUU.US) 涨超10%，USA Rare Earth(USAR.US)涨超7%，Perpetua Resources(PPTA.US)涨超4.8%。 知情人士表示，此举还将有助于集中和统一美国在关键矿产融资上的战略。此前五角大楼对稀土企业 MP Materials(MP.US)的投资引发外界对美国矿产战略的质疑，白宫希望通过加强卢特尼克的角色，推动 跨部门协调。 白宫与五角大楼均未回应置评请求，MP Materials也拒绝发表评论。 例如，全球最大锂生产商雅宝公司(ALB.US)首席执行官Kent Masters上月向媒体表示，该公司在美国建 设 ...

Group 1 - The security of critical mineral supply chains has become a forefront area of global geopolitical and economic competition, with major economies seeking to reduce strategic dependencies and enhance self-sufficiency in critical supply chains [1][2] - Since 2017, the United States has initiated a process to rebuild critical mineral supply chains, aiming for independence from geopolitical competitors like China, while the EU emphasizes diversification without fully decoupling from China [1][2][34] - The G7 summit in June 2025 highlighted the collaboration among the US and its allies to address China's export controls on critical minerals, particularly rare earths, and initiated a "Critical Minerals Action Plan" [2][30] Group 2 - Critical minerals are defined as non-fuel minerals essential for economic and industrial development, with supply disruptions posing significant risks to economic and national security [3][4] - The list of critical minerals varies by country, with the US identifying 50 minerals in its 2022 final list, while the EU confirmed 34 critical raw materials in its 2024 legislation [4][6] - The global distribution of critical minerals is highly concentrated, with a few countries holding significant reserves and production, leading to increased strategic importance and resource nationalism [7][10] Group 3 - The US has implemented various legislative measures to enhance domestic resource development and strategic reserves, including the Defense Production Act and multiple key mineral-related acts [24][26] - The US has invested over $439 million since 2020 to support the rare earth supply chain, focusing on developing a complete supply chain from mining to processing [27][30] - The US aims to establish a global supply chain network for critical minerals through partnerships and agreements with resource-rich countries, while also increasing tariffs on imports from China [30][31] Group 4 - The EU's strategy emphasizes reducing reliance on single countries and diversifying supply chains, while still maintaining trade relations with China [34][35] - The EU has introduced the Critical Raw Materials Act to enhance local production capabilities and reduce dependency on third countries, aiming for a significant portion of consumption to be met by domestic sources by 2030 [35][36] - The EU is actively limiting Chinese investments in its critical mineral projects through regulatory measures and environmental standards [37] Group 5 - China is responding to the US and EU strategies by consolidating its critical mineral industry, enhancing domestic exploration and investment, and implementing export controls [38][39] - The country has initiated significant investments in mineral exploration and established strategic reserves to secure its supply chains [39][40] - China is also engaging in global resource diplomacy and infrastructure investments to strengthen its position in critical mineral supply chains [41][42]

| | 锂云母 | 690 | -10 | 电硕-工使价差 元/吨 | - 【业级碳酸锂-平均价 = 电池级碳酸锂-平均价 | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) ( | | | | | | | 锂云母 (Li20:2.0%-2.5%) | 1210 | -25 | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) | 5840 | | | | | | 磷锂铝石 (Li20:7%-8%) | 6815 | -85 | | | | | 正极材料 | 平均价 | 涨跌 | | | | | 磷酸铁锂(动力型) | 30520 | -145 | | | | | 三元材料811(多晶/动力型) | 145010 | -260 | | | | | 三元材料523 (単晶/动力型) | 115085 | -250 | | | | | 三元材料613(单晶/动力型) | 122335 | -220 | | | | | 名称 | 现值 | 変化值 | | | | | 电碳-工碳 | 1600 | FO | | | | 价差 ...

ITG国贸期货 投资咨询业务资格:证监许可【2012】31号 碳酸锂数据日报 国贸期货研究院 谢灵 投资咨询号: Z0015788 从业资格号: F3040017 2025/05/28 有色金属研究中心 研究助理 陈宇森 从业资格号: F03123927 数据来源:SMM,公开新闻整理 100000 锂化合物 平均价 涨跌 SMM电池级碳酸锂 62000 -500 4000 80000 SMM工业级碳酸锂 60400 -500 收盘价 期货合约 涨跌幅 60000 碳酸锂2506 60900 0. 43% 60920 碳酸锂2507 0. 86% 40000 碳酸锂2508 -0. 29% 61240 碳酸锂2509 1000 61260 -0. 49% 20000 碳酸锂2510 61320 -0. 9% 平均价 锂矿 锂辉石精矿(CIF中国) ୧8୧ -2 4-6 297 (Li20:5 5%-6%) 种类 利润估算 外购锂辉石精矿现金成本 66208 H 利 # 王 外购锂辉石精矿利润 -5065 外购锂云母精矿现金成本 66952 F 外购锂云母精矿利润 -7321 T V 南非启动关键矿产发展战略。 ...

Core Viewpoint - China's strategic dominance in the rare earth and critical minerals sector is resilient and not easily undermined by export controls or attempts from other countries to diversify supply chains [1][6]. Group 1: China's Dominance in Rare Earths - China accounts for approximately 60% of global production of critical minerals and over 85% of refining capacity [1]. - The country produces 40% of the world's refined copper, 70% of refined cobalt, over 60% of lithium, and 99% of battery-grade graphite [1]. - China controls 87% of the global permanent magnet market, with rare earths being a core component [1]. Group 2: Global Supply Chain Dependencies - The US Geological Survey (USGS) indicates that the US relies entirely on imports for 12 critical minerals and has over 50% import dependence for 29 minerals [2]. - China supplies 72% of the US's annual demand for critical minerals, followed by Malaysia (11%) and Japan (6%) [2]. Group 3: Strategic Investments and Education - China has established and funded multiple national-level rare earth laboratories and specialized courses in universities, leading to a strong educational foundation in mining technology [2]. - The country holds the most mining technology patents globally, showcasing its technological leadership [2]. Group 4: Historical Context and Market Impact - The 2010 export ban on rare earths to Japan resulted in a price surge of over 5 times, highlighting China's significant influence on the supply chain [4]. - Despite global efforts to diversify supply chains post-pandemic, China's economies of scale and resource allocation make alternatives challenging for other nations [4]. Group 5: India's Response and Challenges - India is attempting to reduce its supply chain vulnerabilities through the "National Critical Minerals Mission" (NCMM) and aims to engage the private sector in exploration and mining [5]. - The country seeks to build resilient supply chains through platforms like the "Quad," but complete detachment from China is deemed unrealistic and requires long-term efforts [5]. Group 6: Long-term Strategic Considerations - China's dominance in rare earths is a product of long-term strategic planning, supported by government initiatives, advanced processing technologies, and top-tier educational institutions [5]. - Analysts suggest that while China's position is currently strong, it must remain vigilant and invest in foundational research and talent development to mitigate long-term risks [6].