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原文標題：
US Defense Department launches $1 billion mineral stockpile plan
原文連結：https://tinyurl.com/53ukx7p6
發布時間：Published 2025.10.12. 18:42
記者署名：By Jeong Jae-hwon
原文內容：

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).

根據《金融時報》報導，美國國防部正推動一項總額高達 10 億美元（約 1.2 兆韓元）
的採購計畫，用於儲備國防產業所需的關鍵礦物。

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.”



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.

根據《金融時報》援引國防部下屬的**國防後勤局（DLA）**的採購計畫，DLA 正考慮購
買：
鈷 5 億美元，銻 2.45 億美元，鉭 1 億美元，鈧 4500 萬美元；
此外還包括稀土、鎢、鉍、銦等金屬。

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.

這些關鍵礦物是飛彈、雷達、戰機與精確制導武器等主要武器系統不可或缺的資源。國防
部已將其列為國家安全的最高優先管理項目。

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 在全美各地的儲備倉庫中保存著數十種礦物，包括合金、金屬、礦石與貴金屬
。截至 2023 年，這些資產的估值約為 13 億美元。

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.

該計畫建立在川普政府的「關鍵礦物戰略」與減稅法案之上。該法案的總預算為 75 億美
元，其中：20 億美元 用於 2026–2027 年的國防戰略儲備，50 億美元投資於關鍵礦物供應鏈建設，
5 億美元 用於私人融資支持計畫。

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，業界警告稱，美國如此大規模的採購，可能導致短期供需失衡與原料價格急漲。例
如，國防部考慮採購的 222 噸銦 幾乎等同於美國全年用量（約 250 噸）。

心得/評論：

美國國防部將投入 10 億美元建立關鍵礦物戰略儲備。
鈷、銻、鉭、鈧、稀土、鎢、鉍、銦，對抗中國出口管制、確保軍工供應鏈自主。

--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 150.117.197.145 (臺灣)
※ 作者: TyuzuChou 2025-10-13 09:58:01
※ 文章代碼(AID): #1ex5ojNQ (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1760320685.A.5DA.html

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