节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
特朗普政府推动美国关键矿产供应扩大，核心目标为降低进口依赖并强化国内生产。OBBB法案为此行业提供75亿美元拨款，是历史性公共投资，聚焦矿产开采与加工，旨在保障铜、稀土等关键矿产供应，支撑电网基础设施、存储解决方案及电气化项目。美国能源部近期宣布10亿美元投入锂、镍、稀土元素、镓和石墨等五项重大计划，标志自给自足进程迈出重要一步，但资金实际成效取决于具体投向，需优先支持创新解决方案而非传统规模扩张模式。
美国自身蕴藏丰富关键矿产资源，如亚利桑那州占全美71%铜矿资源，但供应链中间环节存在明显瓶颈。提取环节，石墨依赖进口问题突出，2024年美国进口约6万吨石墨满足5.2万吨消费量，国内无生产；需加强高价值矿床勘探及低品位石墨回收技术研发。精炼环节，美国虽能开采矿物但多运往海外精炼，中国...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
