节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
特朗普第二任期为确保美国关键矿产供应，在非洲推进战略布局，核心是应对能源转型中铜、钴等需求激增，打破中国主导地位。涉及两大支点：洛比托走廊超百亿美元基建融资，旨在将刚果（金）矿产供应引向美国；启动总预算120亿美元的“金库计划”，以国家信贷撬动私人资本围猎非洲矿业。
2024年12月华盛顿协议中，美刚矿业条款加速推进，刚果（金）提交优先向美开放的矿业资产清单，包括鲁巴亚钶钽铁矿矿区。该协议通过刚美联合委员会管理战略项目，为美方提供进入刚果（金）矿业领域的特权通道，显著放大美国影响力。
洛比托走廊翻修项目获美国全力助推，800公里铁路连接安哥拉洛比托港与刚果（金）边境，打通中部非洲铜带物流命脉。项目涉及超百亿美元国际公共与私人资金承诺，特许经营权由洛比托大西洋铁路公司持有，美...
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