节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
特朗普准备启动120亿美元关键矿产战略储备计划，白宫证实“金库计划”（Project Vault）启动，资金来源为16.7亿美元私人投资及100亿美元美国进出口银行（EXIM）贷款，用于储备汽车、高科技及其他工业用户所需矿产，重点涵盖镓、钴等材料，借鉴美国应急石油储备模式，涉及汽车、航空航天、能源行业，支撑关键矿产供应链独立计划，通用汽车、斯特兰蒂斯、波音、康宁、GE Vernova、谷歌等10余家企业已签署，哈特里合伙、特拉塞斯北美、摩科瑞能源负责采购。
特朗普计划会见通用汽车CEO玛丽·巴拉（消费者代表）与矿业大亨罗伯特·弗里德兰（生产商代表）。美国现有国防目的国家储备但缺乏民用工..
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