原文标题：
US Defense Department launches $1 billion mineral stockpile plan
原文连结：https://tinyurl.com/53ukx7p6
发布时间：Published 2025.10.12. 18:42
记者署名：By Jeong Jae-hwon
原文内容：
The Ministry of National Defense is pushing a procurement project worth up to
$1 billion (about 1.2 trillion won) to stockpile key minerals needed for the
defense industry, the British daily Financial Times (FT) reported on the 12th
(local time).
根据《金融时报》报导，美国国防部正推动一项总额高达 10 亿美元（约 1.2 兆韩元）
的采购计画，用于储备国防产业所需的关键矿物。
The move is a response to China’s tightened export controls in strategic
minerals such as rare earths and cobalt. China recently expanded export
restrictions on certain rare earth ores and refining technologies. U.S.
President Donald Trump, in response, warned that he would impose “an
additional 100% tariff on Chinese minerals.”
此举是为了回应中国近期加强对稀土与钴等战略矿物的出口管制。中国近期扩大了对部分
稀土矿石及其精炼技术的出口限制。作为回应，美国总统唐纳德·川普警告说，将对中国
矿物额外征收 100% 的关税。
According to the procurement plan of the Defense Logistics Agency (DLA) under
the Ministry of National Defense, cited by the FT, the DLA is reviewing
purchases of up to $500 million in cobalt, $245 million in antimony, $100
million in tantalum, and $45 million in scandium. In addition, rare earths,
tungsten, bismuth, and indium are also expected to be included as additional
stockpile targets.
根据《金融时报》援引国防部下属的**国防后勤局（DLA）**的采购计画，DLA 正考虑购
买：
钴 5 亿美元，锑 2.45 亿美元，钽 1 亿美元，钪 4500 万美元；
此外还包括稀土、钨、铋、铟等金属。
These critical minerals are essential resources for major weapons systems such
as missiles, radar, aircraft, and precision-guided munitions. The Ministry of
National Defense classifies them as top-priority items to manage for national
security.
这些关键矿物是飞弹、雷达、战机与精确制导武器等主要武器系统不可或缺的资源。国防
部已将其列为国家安全的最高优先管理项目。
The DLA currently stores dozens of minerals, including alloys, metals, ores,
and precious metals, in nationwide stockpile warehouses. As of 2023, the
assessed asset value amounts to $1.3 billion.
目前，DLA 在全美各地的储备仓库中保存着数十种矿物，包括合金、金属、矿石与贵金属
。截至 2023 年，这些资产的估值约为 13 亿美元。
The project is based on the Trump administration’s “critical minerals
strategy” and a tax cut bill. The bill allocates a total budget of $7.5
billion. Of that, $2 billion is set aside as defense stockpile funds for 2026
–2027, $5 billion is allocated to investments in critical mineral supply
chains, and $500 million is earmarked for private financing support programs.
该计画建立在川普政府的“关键矿物战略”与减税法案之上。该法案的总预算为 75 亿美
元，其中：20 亿美元 用于 2026–2027 年的国防战略储备，50 亿美元投资于关键矿物供应链建设，
5 亿美元 用于私人融资支持计画。
However, some in the industry warn that large-scale U.S. procurement could
trigger short-term supply-demand imbalances and sharp price increases in raw
materials markets. For example, the 222 tons of indium the Ministry of
National Defense is considering securing is close to the United States’
annual consumption (about 250 tons).
然而，业界警告称，美国如此大规模的采购，可能导致短期供需失衡与原料价格急涨。例
如，国防部考虑采购的 222 吨铟 几乎等同于美国全年用量（约 250 吨）。
心得/评论：
美国国防部将投入 10 亿美元建立关键矿物战略储备。
钴、锑、钽、钪、稀土、钨、铋、铟，对抗中国出口管制、确保军工供应链自主。