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原文標題：
US Cancels $500 Million Cobalt Tender in Critical Minerals Blow
原文連結：
https://finance.yahoo.com/news/us-cancels-500-million-cobalt-145243100.html
發布時間：Thu, October 16, 2025 at 10:52 PM GMT+8
記者署名：Annie Lee and William Clowes
原文內容：

(Bloomberg) – The US Defense Department canceled a tender to buy cobalt, in a
 fresh sign of the challenges facing Western countries trying to bolster
domestic supplies of the battery metal.
（彭博社）——美國國防部取消了一項購買鈷的標案，顯示西方國家在強化國內電池金屬
供應方面面臨新的挑戰。

The Defense Logistics Agency (DLA) first sought offers in mid-August for up to
 7,500 tons of cobalt over the next five years in a contract worth as much as
$500 million. It was the US government’s first attempt to acquire the metal
since 1990, Bloomberg News previously reported.


The DLA extended the deadline for offers multiple times, from the original due
 date of Aug. 29 out to Oct. 15. Now, the tender has been dropped, in an
apparent setback to US efforts to replenish its critical-mineral reserves
after decades of declines.
DLA多次延長投標期限，從原定的8月29日延到10月15日。然而最終該標案被取消，這顯然
是美國在多年戰略礦儲備衰退後，試圖重建關鍵礦物庫存過程中的一次挫折。

“There are outstanding issues with the Statement of Work that need resolution
 before offers may be solicited,” according to a notice published on a US
government website on Wednesday. “Upon resolution, solicitation will be re-
issued with a new opening and closing date.”


Strengthening supply chains for metals like cobalt has become a political
priority for the US and other Western nations, as governments seek to reduce
their reliance on China.
強化鈷等金屬的供應鏈已成為美國及其他西方國家的政治優先事項，因各國政府正努力降
低對中國的依賴。

Cobalt is used in rechargeable batteries, including in electric vehicles, as
well as a range of applications in magnets and military systems, while its
alloys are deployed in munitions and jet engines. Beijing dominates cobalt
processing and has built up a significant state stockpile.
鈷被廣泛應用於可充電電池（如電動車）、磁性材料及軍事系統，其合金也用於彈藥與噴
射引擎。北京主導全球鈷加工產業，並建立了龐大的國家儲備。

The US attempt to purchase cobalt came as prices rallied in the wake of export
 controls introduced by the Democratic Republic of Congo, which accounts for
about three-quarters of global output of the metal. The central African nation
 this week replaced a full ban on shipments with a quota system.
美國試圖採購鈷的時機正值剛果民主共和國實施出口管制、導致價格上漲之際。該國掌握
全球約四分之三的鈷產量。這週，剛果（金）將全面出口禁令改為配額制度。

Benchmark prices have doubled since February when the export suspension was
imposed. Before that, cobalt dropped below $10 a pound, a level not breached
for 21 years, bar a brief dip in late 2015, according to Fastmarkets data.
根據Fastmarkets數據，自2月出口禁令實施以來，鈷的基準價格已翻倍。在此之前，鈷價
曾跌破每磅10美元——這是21年來（除2015年底短暫例外）未曾出現的低價。

The DLA was seeking offers for alloy-grade cobalt from three producers: units
of Vale SA in Canada, Sumitomo Metal Mining Co. in Japan and Glencore Plc’s
Nikkelverk plant in Norway. It asked suppliers to propose fixed prices for the
 supplies over five years and there was one amendment last month excluding one
 brand from Vale.


The US government was initially intending to spend a minimum of $2 million and
 a maximum of $500 million on the contract.
美國政府原本計畫最低支出200萬美元、最高5億美元以執行該合約。

心得/評論：
https://i.urusai.cc/OhnGP.JPG
https://i.urusai.cc/TP84r.JPG
https://i.urusai.cc/v0NPH.JPG

政策：減少對中國依賴
實際：非中鈷冶煉本來就貴

想要戰略自主，但又不願付出市場真實成本
廠商不願報價→投標不足
政府不想調整條件 → 標案作廢

https://i.urusai.cc/XFHQo.JPG
https://i.urusai.cc/RPWwf.JPG


美國創造了全球化，享受了全球化的好處，
現在想摧毀它來奪回主導權，
結果發現摧毀全球化，
也等於摧毀了自己賴以維持霸權的供應鏈。

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※ 作者: TyuzuChou 2025-10-17 16:38:27
※ 文章代碼(AID): #1eyW26PS (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1760690310.A.65C.html