节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
特朗普政府计划与美国矿业行业达成更多历史性协议，以推动国防及高科技领域所需关键矿产的国内生产。今年早些时候，政府已收购MP材料公司、锂美洲公司及三元金属公司部分股权，这是特朗普推动国内锂、稀土等国防用矿产增产的重要举措，旨在降低对中国的矿产供应依赖——中国曾利用其矿产优势在贸易谈判中施加压力。
白宫国家能源主导委员会执行主任贾罗德·阿根表示，美国需摆脱对外部对手及其他外国实体的依赖，掌控关键矿产供应链。目..
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