节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
印尼能源与矿产资源部（ESDM）近期与印度钢铁部举行双边会晤，聚焦投资机遇及战略协作。ESDM副部长指出，双方合作核心涵盖关键矿产开发、印尼钢铁生产设施建设，旨在强化印尼能源安全并推动可持续投资。双方就战略协同展开深度交流，此次会谈被视为深化印-印尼合作的重要节点。
值得关注的是，印度2月21日与巴西签署关键矿产合作框架协议，双方将在矿产加工领域紧密协作，以对冲全球供应链波动风险。巴西稀土金属储量居全球第二，可为印度提供替代供应来源，降低对中国依赖，保障电子、清洁能源及国防等关键领域原材料安全。此前印度已加入美国主导的“硅和平”倡议，共建半导体、人工智..
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