节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
美国参议院以微弱优势投票推翻明尼苏达州采矿禁令，法案以50-49票通过并送交特朗普，众议院今年早些时候已批准该法案。该决定推翻了拜登政府20年前实施的采矿限制，禁令覆盖苏必利尔国家森林超过22.5万英亩土地，加拿大附近矿产丰富区域的采矿活动或可重启。包括安托法加斯塔在内的矿业公司将受益于政策转向，该公司的Twin Metals项目瞄准铜、镍、钴资源，这些金属是电池生产和先进技术的关键原料。
关键矿产需求驱动美国参议院推翻明尼苏达采矿禁令。铜、镍、钴需求在多行业持续增长，电动汽车、AI基础设施及国防系统均依赖这些材料，但美国仍大量进口关键矿产。美国参议院的决定反映出保障国内供应链的紧迫..
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