节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10


据BNAmericas网站消息，巴西政府计划成立委员会，负责绘制该国矿产资源潜力详图，尤其是关键矿产。这一举措在与美国贸易关系紧张的背景下，显得更为关键。

巴西总统卢拉28日在电视讲话中提及，美国对巴西关键矿产感兴趣。他表示，若自己都不知晓的矿产被列为关键矿产，不会轻易拱手让人。巴西70%的领土和资源尚未勘探，需授权企业在政府管控下进行。即便企业有发现，相关矿产及区域也不能售卖，因为这属于巴西人民，他们应从资源财富中受益。

美国驻巴西代办兼代理大使埃斯科瓦尔，近期与巴西矿业协会代表会面，商讨解决关键矿产相关问题。会谈还涉及巴西矿业界代表访美事宜，旨在寻求关键矿产领域的可能协议。

卢拉提及关键矿产，正值特朗普宣布对巴西征收50%关税之后，这是美国迄今对各国征收的最高关Ǩ..

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