
节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10
美巴稀土合作旨在实现关键矿产多元化。美国正积极探索与巴西建立稀土合作关系,以减少对中国供应的依赖。两国政府官员及产业、金融相关方已开展初步讨论。巴西政府对合作表示开放,为关键矿产开发带来潜在机遇。巴西未开发的稀土储量位居全球前列,为美国提供战略筹码。这17种金属元素在电动汽车、国防系统等技术领域发挥关键作用。中国目前主导稀土开采与加工,去年的出口限制凸显了美国的供应脆弱性。
美巴初步对话始于去年12月,与美国更广泛的供应多元化战略形成互补。此前美国已与澳大利亚、刚果民主共和国建立合作以保障关键矿产供应。巴西丰富的地质...
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