你以为美国只会在高科技和金融领域呼风唤雨？ 欧洲也好不到哪去，环保标准高、投资动辄上亿，想搞冶炼产业链却步履维艰。 其实这两年他们在铜矿上也玩出了新花样。 2022年，美国本土铜产量只有120万吨，远远不够军工和制造业的胃口，结果只能在国际市场上四处"抢货"。 美国政府甚至考虑重启一些早已关闭的矿区，但环保压力和社区抗议让矿企头疼不已。 说白了，别看美国工业体系强大，原材料这一块其实挺脆弱，铜的短缺可能随时威胁到制造和军工的底盘。 转过头来看中国，这场金属资源的博弈也没打算缺席。 根据国际白银协会的权威数据，中国虽然银矿储量算不上全球最多，但银的精炼和深加工能力却稳坐全球头把交椅。 全球60%+的白银精炼产能都握在中国手里，哪怕是国外挖出来的矿石，最终还得送到中国工厂变成高纯度银。 更有预测称，2026年中国可能会对金属银出口实施管控，这一招正好戳中欧美高科技产业的软肋。 白银不仅用于光伏、电子、新能源，军工领域也离不开它。 2023年光伏银浆需求暴增，中国几乎包揽了全球80%的光伏组件产能——上下游一把抓，主动权尽在掌控。 欧美想自己掌控冶炼产业链，有点"心比天高，命比纸薄"的味道。 冶炼厂高污染、高能耗， ...

F-35战斗机、战斧导弹和雷达系统的核心组件中都离不开稀土元素，如果供应中断，这些装备的作战效能将受到显著影响。民用领域同样存在脆弱性，许多 产品的生产链中都包含中国稀土，特别是在芯片、电动车电池和石化催化剂等领域，其中中国稀土的占比超过70%。2025年上半年，美国地质调查局的数据 显示，预计到2024年，美国将有80%的稀土进口来自中国，这将进一步加剧贸易摩擦。特朗普上台后，美国推动了约4.39亿美元的国产化投资，目标是到 2027年实现部分自给，但目前的评估表明，这一规模远远无法满足实际需求。 稀土管制升级：作为稀土资源的大国，中国通过严格的出口管制措施加强了对稀土的掌控。这一举措直接影响了美国经济，尤其是对其核心产业产生了深远 的影响。早在2025年4月，中国商务部就已对七类稀土元素实施了许可管理，这一政策与美国加征关税的举动是相互呼应的。进入10月，中国的稀土管制政 策进一步细化，商务部陆续发布了第56号、第57号、第61号和第62号公告，涵盖了稀土生产设备、原材料以及中重稀土元素（如钬、铒、铥、铕、镱等）的 出口。尤其是第61号公告引入了长臂管辖机制，要求全球供应链中，只要涉及中国原产的稀土元素， ...

Tronox Holdings plc (TROX) shares surged 32.13 percent to $4.95 on Tuesday, rising $1.2050, after announcing it received coordinated non-binding and conditional Letters of Support from Export Finance Australia and the U.S. Export-Import Bank. TROX is trading at $4.9550 after opening at $4.6500, with shares moving between $4.3000 and $5.2500 so far today on the New York Stock Exchange. Trading volume has surged to 22,427,456 shares, far above the average of 4,018,239.The stock's 52-week range is $2.8600 to ...

Core Viewpoint - NewGenIVF Group Limited is pursuing a proposed reverse merger with SAXA, Inc. to acquire mining assets, which is expected to significantly enhance shareholder equity and transform NewGen into a multi-billion-dollar conglomerate [1][2][3] Proposed Transaction - NewGen plans to issue 500 million shares at US$10 each, totaling US$5 billion, to SAXA shareholders in exchange for specific mining assets valued at US$11 billion [2][4] - The assets include a gold and silver mine with 1.9 million ounces of gold and 4.4 million ounces of silver in measured reserves, and a planned US$1.5 billion dual processing facility for precious metals and rare earths [2][4] - Following the transaction, NewGen will issue an additional 50 million shares at US$5 each, raising US$250 million for further initiatives [4] Ownership Structure - Post-transaction, SAXA shareholders are expected to hold an 85.89% ownership stake in NewGen, with SAXA entitled to nominate a majority of the board of directors [5] Strategic Importance - The merger is positioned to capitalize on the increasing demand for critical minerals essential for U.S. national security and industrial applications, particularly in technologies like semiconductors and electric vehicles [2][3] - The combined entity aims to leverage SAXA's mining expertise and assets to enhance NewGen's diversified portfolio across various sectors [3][10] Company Background - NewGenIVF Group operates in real estate development, digital asset management, and reproductive health solutions, with a focus on innovative technology to drive growth [8] - SAXA, Inc. is an international holdings company with interests in diverse sectors, including mining, aiming to create a global footprint [10]

Trade Policy Change - China will issue general export licenses for rare earths, gallium, germanium, antimony, and graphite to US end-users and their global suppliers [1] - The general license effectively cancels the control measures implemented by China in April 2025 and October 2025 respectively [1] Timeline Correction - The implementation dates of the control measures are corrected to April 2025 and October 2025, not October 2022 [1]

Trade Agreement: China's Commitments - China will suspend global implementation of new export controls on rare earths announced on October 9, 2025 [1] - China will issue general export licenses for rare earths, gallium, germanium, antimony, and graphite to US end-users and their global suppliers, effectively canceling restrictions implemented in April 2025 and October 2022 [1] - China will halt the flow of fentanyl to the US by ceasing exports of certain chemicals to North America and strictly controlling exports of other chemicals worldwide [1] - China will suspend all retaliatory tariffs announced since March 4, 2025, including tariffs on major US agricultural products such as chicken, wheat, corn, cotton, sorghum, soybeans, pork, beef, seafood, fruits, vegetables, and dairy products [1] - China will suspend or cancel all non-tariff retaliatory measures against the US since March 4, 2025, including the listing of certain US companies on its end-user and unreliable entity lists [1] - China will purchase at least 12 million tons of US soybeans in the last two months of 2025 and at least 25 million tons annually in 2026, 2027, and 2028, and will resume purchases of US sorghum and hardwood logs [1] - China will take appropriate measures to ensure the resumption of trade at Nexperia's (安世半导体) factory in China, enabling the flow of critical legacy chip production to the rest of the world [2] - China will cancel retaliatory measures taken in response to the US's Section 301 investigation into China's dominance in the maritime, logistics, and shipbuilding sectors, and will lift sanctions on multiple shipping entities [2] - China will further extend the validity of the market-based tariff exemption program for US imports until December 31, 2026 [2] - China will terminate all investigations against US semiconductor supply chain companies, including antitrust, anti-monopoly, and anti-dumping investigations [3] Trade Agreement: US Commitments - The US will reduce tariffs on Chinese imports aimed at curbing fentanyl inflows by a cumulative 10 percentage points starting November 10, 2025, and will extend the suspension of higher reciprocal tariffs on Chinese imports until November 10, 2026 (the existing 10% reciprocal tariffs will remain in effect during this suspension) [4] - The US will further extend the validity of certain Section 301 tariff exemptions, currently set to expire on November 29, 2025, until November 10, 2026 [4] - The US will suspend the temporary final rule titled "Expanding End-User Controls to Cover Affiliates of Certain Listed Entities" for one year, starting November 10, 2025 [4] - The US will suspend the implementation of measures taken under Section 301 of the Trade Act against "China's attempts to achieve a monopoly by monopolizing the maritime, logistics, and shipbuilding industries" for one year, starting November 10, 2025; during this period, the US will continue negotiations with China under Section 301 of the Trade Act, while continuing historical cooperation with South Korea and Japan in revitalizing the US shipbuilding industry [4]

Rare Earth Exports - September - China's September rare earth exports decreased by 31% month-over-month to 4,000.3 tonnes [1] - September rare earth exports also decreased by 4.3% year-over-year [1] Rare Earth Exports - January to September - China's rare earth exports from January to September increased by 12.6% year-over-year to 48,355.7 tonnes [1]

#数据 中国9月稀土出口4000.3吨，8月出口5791.8吨，环比减少31%，同比减少4.3%。中国1至9月稀土出口48355.7吨，同比增12.6%。 ...

中国商务部新闻发言人就近期中方相关经贸政策措施情况答记者问：中国的（稀土）出口管制不是禁止出口，对符合规定的申请将予以许可。中方事先已就措施可能对产供链产生的影响进行了充分评估，并确信相关影响非常有限。措施出台前，中方已通过双边出口管制对话机制向各有关国家和地区进行了通报。9月中美马德里经贸会谈以来，短短20多天时间，美方持续新增出台一系列对华限制措施，将多家中国实体列入出口管制实体清单和特别指定国民清单；通过穿透性规则任意扩大受管制企业范围，影响中方数千家企业；无视中方关切和善意，执意落地对华海事、物流和造船业301措施。美方的行为严重损害中方利益，严重破坏双方经贸会谈氛围，中方对此坚决反对。中方的反制措施（对涉美船舶收取船舶特别港务费）是必要的被动防御行为，旨在维护中国产业和企业正当权益，也为了维护国际航运和造船市场的公平竞争环境。 ...

Trade Relations - The report indicates potential trade tensions between the US and China regarding rare earth exports [1] - The US accuses China of a "sinister" order curbing rare earth exports [1] - The US threatens "massive" tariffs in response [1]