Group 1 - The U.S. Department of Defense plans to procure up to $1 billion in critical minerals to enhance metal supply security and ensure the availability of materials needed for defense systems and advanced technologies [1] - This procurement marks one of the largest expansions of the U.S. strategic material reserves in years, with a focus on securing stable supplies of cobalt, antimony, tantalum, and scandium [1][2] - The Defense Logistics Agency (DLA) is managing a total asset value of $1.3 billion in strategic commodities, which can only be utilized during wartime or under presidential orders [2] Group 2 - The proposed procurement includes $500 million for cobalt, $245 million for antimony from U.S. Antimony Corporation, $100 million for tantalum, and approximately $45 million for scandium from Rio Tinto and APL Engineered Materials [1] - Recent years have seen significant price increases for various minerals, with germanium prices soaring and antimony trioxide prices nearly doubling year-on-year [2] - The DLA is also evaluating the potential procurement of rare earth elements, tungsten, bismuth, and indium, with intentions to purchase 222 tons of indium ingots, nearly equivalent to the total U.S. refined indium consumption for 2024 [3]

（原标题：规模惊人！美国防部拟斥资10亿美元囤积关键矿产以强化战略储备） 智通财经APP获悉，据报道，美国国防部正计划采购价值高达10亿美元的关键矿产，作为强化金属供应 安全、确保美国国防系统及先进技术所需原材料供应的最新举措。根据国防后勤局(Defense Logistics Agency，简称DLA)最近公布的文件，这一行动标志着美国战略物资储备数年来最大规模的扩张之一。 近年来，多种矿产价格大幅上涨。用于半导体和光学的锗价格飙升;三氧化二锑的价格同比几乎翻倍。 特朗普的《一项伟大而美丽的法案》(One Big Beautiful Bill Act)为关键矿产项目拨款75亿美元，其中包 括20亿美元用于在2026年或2027年初前强化国防储备。此外，该法案还划拨50亿美元用于支持美国国防 部在矿产供应链的投资，以及5亿美元用于设立联邦信贷计划以刺激私营部门的采矿与精炼活动。一位 前官员表示，由于获得新资金，美国国防部中负责矿产安全的多个部门如今"资金充裕"。 杰富瑞分析师表示，DLA从力拓采购的约6吨钪价格超出预期，而全球钪氧化物年消费量仅为30至40 吨。类似地，其与美国锑业公司的潜在交易将建立起足以在 ...

埃及：密切关注以色列对伊朗军事行动的影响。 将增加各种物资的战略储备。 ...