节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


美国产供应链仍受中国牵制

美国矿产供应链高度依赖外国进口,引发战略与经济层面的担忧。美国地质调查局(USGS)报告显示,去年90种非燃料大宗商品中有16种完全依赖进口。同时,54种矿产的表观消费量中超过一半也依赖进口,加剧了供应风险。中国在多种美国关键矿产供应中占据主导地位,包括稀土、石墨及锑。例如,中国供应美国70%的稀土资源,近一半的砷和石墨。加拿大、智利和墨西哥供应其他关键矿产,但中国的影响力仍居核心地位。

美国政府正加速推进矿产供应链去中国化的多元化努力。相关举措包括拟议的120亿美元关键矿产储备计划及多边贸易集团战略。然而,国内矿山开发周期平均仍达29年,凸显需推..

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