1、特朗普：从未向摩根大通CEO戴蒙提供过美联储主席一职 美国总统特朗普在其社交媒体"真实社交"表示，《华尔街日报》在头版刊登文章未经任何核实便称 我曾向摩根大通的杰米・戴蒙提供美联储主席一职。此说法纯属捏造，我从未提出过这样的邀约。接下 来两周内，特朗普将起诉摩根大通，缘由是该行在 1 月 6 日抗议事件后终止了与他的银行业务往来。此 外，还有传言称我曾有意提名杰米・戴蒙出任财政部长。但问题是，目前贝森特的工作表现极为出色， 我凭什么要把这个职位交给杰米？ 2、摩根大通：白银短期压力缓解，但其仍面临多重风险 据追风交易台，摩根大通发布报告称，美国最新232条款行政令暂未对贵金属加征关税，白银短期 压力缓解，但其仍面临多重风险：工业需求受高价抑制、ETF资金持续流出、库存虽回落但仍处高位。 相比之下，黄金受益于央行持续购金、地缘风险对冲及政策宽松预期，上行空间仍存。报告称，工业需 求正面临日益严峻的压力。摩根大通早在去年12月便警示，白银价格上涨可能在未来数年威胁高达5000 万—6000万盎司的太阳能产业需求。随着银价持续攀升，成本压力进一步凸显。目前，白银原材料成本 已占据太阳能电池板总售价的约30%，即 ...

Group 1 - Russia is actively exploring cooperation with China to develop its rare earth mineral deposits, emphasizing China's advanced extraction technology as a key asset [1][3] - President Putin has called for the approval of a rare earth industrial development strategy by November, highlighting Russia's rich rare earth reserves but acknowledging the need for foreign investment and technology [3][6] - Russia is considering various cooperation models with China, including joint ventures and technology transfers, while also seeking to engage the United States in rare earth projects [3][5] Group 2 - The chairman of the Russian Rare Earth Metals Producers and Consumers Association expressed willingness to supply rare earth metals to the U.S., indicating ongoing discussions between the two nations [5][6] - The U.S. is eager to find alternative supply channels for rare earths due to China's tightened export controls, with China holding a 90% market share in high-purity rare earth refining [6][8] - Russia's strategy of engaging both China and the U.S. aims to weaken China's dominance in the global rare earth market while fulfilling U.S. demand [6][8] Group 3 - The geopolitical dynamics surrounding rare earth resources are shifting, with Russia's dual approach potentially altering the global market landscape [10]

Core Insights - The article discusses the strategic importance of rare earth metals for the U.S. and highlights the challenges posed by China's export controls on these resources [1][4] - The potential alliance between the U.S. and Brazil for rare earth development is jeopardized by recent trade tensions and tariffs imposed by the Trump administration [2][9] Group 1: U.S.-Brazil Relations - The U.S. has imposed a 40% tariff on Brazil, raising the total tariff to 50%, despite having a trade surplus of $18.3 billion with Brazil in 2024, the highest in nearly a decade [2] - Brazil's President Lula has expressed strong opposition to U.S. interference in its internal affairs, particularly regarding the investigation of former President Bolsonaro [2][4] - The diplomatic crisis between the U.S. and Brazil may undermine efforts to collaborate on rare earth resource development, which could benefit both nations [1][4] Group 2: Rare Earth Resources - Brazil possesses approximately 21 million tons of rare earth reserves, second only to China, and is estimated to hold over ten times the reserves of the U.S. [1] - Despite its significant reserves, Brazil's current rare earth production is minimal, with only one U.S.-invested mine operating [5][6] - The U.S. Department of Defense has invested $400 million in MP Materials, the largest rare earth producer in the U.S., to reduce dependence on China [5] Group 3: Future Prospects - Brazil aims to establish a domestic supply chain for rare earths, including mining, processing, and manufacturing facilities, with U.S. support being crucial for achieving this goal [5][6] - The Serra Verde Group, Brazil's first large-scale rare earth mine, has begun production and is included in the U.S. government's "Mineral Security Partnership" [6] - Brazil is exploring partnerships with other countries, such as India, to develop its rare earth reserves, indicating a shift away from reliance on U.S. collaboration [4][9]