美国总统特朗普表示，由于对其他公司和国家征收关税，美国的贸易逆差已减少了78%。今年，贸易逆 差将转为正值，这将是几十年来首次。 白宫在一份声明中表示："该行政令认定，这两种关键材料中任何一种的供应中断，都可能使我们的国 防工业基础和食品供应易受敌对外国行为体的攻击。" 该命令指示农业部长布鲁克·罗林斯与国防部协商，制定法规及其他措施，以确定确保这些产品持续供 应所需的材料适当分配方案。白宫称，这两种材料在国内均仅有一家生产商。农民已警告政府，总统对 进口除草剂和化肥加征的关税正在推高农作物成本。 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：安东 在推动贸易逆差收窄的同时，特朗普政府也在加紧强化关键物资的国内供应链。 据外媒，一位白宫官员表示，特朗普签署行政命令，保障美国军方使用的元素磷和美国农业生产中常见 的草甘膦基除草剂供应充足。特朗普周三签署的这项行政命令援引了《国防生产法》，以保护这两种材 料的国内供应链。 ...

Core Insights - The U.S. government is increasing its investment in the rare earth and critical minerals sector to strengthen domestic supply chains and reduce reliance on China [1][2] - USA Rare Earth (USAR) is positioned to benefit from recent policy shifts, with its stock rising significantly [2][4] - The company is in discussions with the U.S. administration regarding potential equity stakes [3] Company Overview - USA Rare Earth is based in Oklahoma and specializes in manufacturing sintered neodymium magnets and other rare earth metals, which are essential for defense, energy, electric vehicles, wind turbines, and consumer electronics [5] - The company has seen a stock increase of 110% in the past month and 153% year-to-date [4] Strategic Developments - USAR is acquiring Less Common Metals (LCM) for $100 million in cash and 6.47 million shares, aiming to close the deal by the end of 2025, pending regulatory approval [6] - This acquisition will establish rare earth metal production in the U.S. for the first time in decades, positioning USAR as a leader in the industry [7] Market Positioning - The combined entity of USAR and LCM will have a significant presence in the ex-China rare earth magnet supply chain, with a large facility in Oklahoma and mining rights in Texas [8]