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小摩1.5万亿基金首投揭晓 落子锑矿商锁定‘战争金属’供应
Feng Huang Wang· 2025-10-27 22:20
Group 1 - Perpetua Resources announced an agreement with Agnico Eagle and JPMorgan to raise $255 million through equity investment [1] - JPMorgan will invest $75 million to acquire nearly 3% of Perpetua, marking the first investment under its $1.5 trillion "Safety and Resilience Initiative" [1] - The initiative aims to support critical U.S. industries such as rare earths, robotics, nuclear energy, and artificial intelligence over the next decade [1] Group 2 - Perpetua's antimony-gold project in central Idaho has commenced construction, expected to produce the only critical antimony mine in the U.S. and one of the highest-grade open-pit gold mines [1] - Antimony is crucial for military supply chains, used in the production of armor-piercing ammunition, explosives, nuclear weapons, and night vision equipment [1] - The project has an antimony reserve of 148 million pounds (approximately 67,000 tons), making it the only large antimony mine discovered in the U.S. and one of the largest in the world [1] - Once operational, the project is projected to supply about 35% of U.S. antimony demand in its first six years [1] Group 3 - Under the agreement, JPMorgan will receive warrants for Perpetua's stock, with a maximum investment of $42 million if exercised within one, two, and three years post-transaction [2] - Agnico Eagle will invest $180 million for a 6.5% stake in Perpetua and will assist in developing the mining site [2] - JPMorgan's CIB co-CEO Doug Petno emphasized the investment's importance for national security and resilience, aligning with the initiative's core goals [2]
X @外汇交易员
外汇交易员· 2025-10-14 01:38
摩根大通宣布启动一项规模高达1.5万亿美元的“安全与韧性倡议”计划,在未来十年内为重振美国工业基地提供资金,针对美国经济与国家安全至关重要的核心产业,包括供应链与先进制造、国防与航空航天、能源独立,以及包括人工智能和量子计算在内的前沿科技。CEO戴蒙强调,此计划100%商业化,并非美国政府主导。#行情 周一美股量子计算集体狂欢,Rigetti $RGTI 涨25%,D-Wave量子 $QBTS 涨23%,Arqit $ARQQ 涨20%。 ...