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美国主导的价格下限提案标志着关键矿产政策的转折点。华盛顿现已将定价视为战略工具，导致市场面临结构性变革而非渐进式调整。
美国主导的价格下限重新定义关键矿产定价。美国提出优惠关键矿产贸易集团计划，在生产各阶段将参考价格作为强制性下限嵌入。可调关税将执行这些下限并阻断廉价进口。美国副总统JD·万斯将定价完整性视为投资安全的关键，因此国家现在定义公允价值而非仅依赖市场，这一转变打破了数十年市场主导的价格发现模式。稀土、镓、铟等交易清淡市场凸显这一逻辑，价格波动和基准不透明抑制了新增产能，政策制定者现已将定价不稳定列为国家安全风险。
美国主导的价格下限导致基准碎片化。美ś..
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