2026年3月4日 美国东部时间下午5:03 / 路透社 / 欧内斯特·舍伊德报道
美国弗吉尼亚州阿灵顿的五角大楼。路透社/卡洛斯·巴里亚
3月4日(路透社) – 一份路透社查阅的文件显示,美国军方周五请求矿业公司协助增加用于制造半导体、武器和其他产品的13种关键矿产的国内供应。
在美以对伊朗发动袭击的前一天提出的这一请求,是华盛顿近几周推动更多获取战争中广泛使用材料的最新例证。
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文件显示,五角大楼向1500多家公司、大学和其他为军方提供物资的企业组成的国防工业基地联盟(DIBC)成员发出请求,要求在3月20日前提交关于可开采、加工或回收特定矿产的项目提案。
目前尚不清楚这一时间安排是否是故意与对伊朗的袭击行动相配合。
此次寻求的13种矿产名单包括砷、铋、钆、锗、石墨、铪、镍、钐、钨、钒、镱、钇和锆。
美国对这13种矿产中的大多数都依赖进口。中国是所有这些矿产的全球主要生产商。
五角大楼要求提供有关建设矿山或加工设施所需成本(包括人工和材料成本)的详细信息。根据请求,项目可能获得1亿美元至5亿美元以上的开发资金。
文件没有具体说明为何只选择了这13种矿产。其中一些矿产——包括锗、石墨和钇——已受到全球主要生产商中国的出口限制。
特别是钇的短缺已在整个航空航天业引发警报。钇是17种稀土元素之一,用于涂层材料,防止发动机和涡轮机在高温下熔化。没有这些涂层的定期应用,发动机就无法使用。
镍是一种广泛交易的金属,印度尼西亚是全球最大的生产商。然而,雅加达一直限制这种广泛用于不锈钢和电池生产的金属的出口。
白宫、DIBC和五角大楼未立即回应置评请求。
最新请求
DIBC的这一请求只是特朗普政府增加美国关键关键矿产供应的最新尝试。中国一直利用其市场控制力在与华盛顿的持续贸易争端中作为外交杠杆。
上个月,特朗普政府启动了一项由美国进出口银行支持的120亿美元矿产储备计划,并提议与50多个盟友建立优惠矿产贸易 bloc。
路透社上周报道,该贸易 bloc 的目标是利用部分由五角大楼创建的人工智能项目得出的矿产参考价格。
政府还对稀土矿商MP Materials、Lithium Americas以及铜钴开发商Trilogy Metals进行了股权投资。
周三,负责为美军采购各类物资的国防后勤局也要求矿商提供潜在收购锂、铬和碲用于军事储备的信息。
欧内斯特·舍伊德报道;贾雷特·伦肖和波莉娜·德维特补充报道;编辑:罗尼卡·布朗、Chizu Nomiyama、彼得·格拉夫和黛安·克拉夫特
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Pentagon sought fresh supply of 13 critical minerals day before Iran attack
March 4, 2026 5:03 PM UTC / Reuters / By Ernest Scheyder
The Pentagon building is seen in Arlington, Virginia, U.S. October 9, 2020. REUTERS/Carlos Barria
March 4 (Reuters) – The U.S. military asked mining companies on Friday to help boost domestic supplies of 13 critical minerals used to make semiconductors, weapons and other products, a document reviewed by Reuters showed.
The request, the day before the U.S. and Israel launched strikes on Iran, is the latest example in recent weeks of Washington’s push for more access to the materials used widely in warfare.
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The Pentagon asked members of the Defense Industrial Base Consortium (DIBC), a group of more than 1,500 companies, universities and others that supply the military, for proposals to be submitted by March 20 for projects that could mine, process or recycle select minerals, the document showed.
There was no immediate indication whether the timing was intentionally coordinated to coincide with the start of the strikes on Iran.
The list of 13 minerals sought includes arsenic, bismuth, gadolinium, germanium, graphite, hafnium, nickel, samarium, tungsten, vanadium, ytterbium, yttrium and zirconium.
The U.S. is reliant on imports for most of the 13. China is a dominant global producer of all of them.
The Pentagon asked for detailed information on the costs, including labor and material, needed to build a mine or processing facility. Projects could be awarded development funds ranging from $100 million to over $500 million, according to the request.
The document did not specify why only those 13 minerals were chosen. Some — including germanium, graphite and yttrium — have been subject to export restrictions by China, the top global producer.
Yttrium shortages, especially, have set off alarm bells throughout the aerospace industry. One of the 17 rare earths, yttrium is used in coatings that keep engines and turbines from melting at high temperatures. Without regular application of these coatings, engines cannot be used.
Nickel is a widely traded metal and Indonesia is the top global producer. Yet Jakarta has been throttling exports of the metal used widely in stainless steel and battery production.
The White House, DIBC and Pentagon did not immediately respond to requests for comment.
LATEST REQUEST
DIBC’s request is just the latest attempt by the Trump administration to increase U.S. supply of key critical minerals. China has been using its market control as diplomatic leverage in ongoing trade disputes with Washington.
Last month, Trump officials launched a $12 billion minerals stockpile backed by the U.S. Export-Import Bank and proposed a preferential minerals trading bloc with more than 50 allies.
That trading bloc would aim to use reference prices for minerals derived in part by a Pentagon-created artificial intelligence program, Reuters reported last week.
The administration has also taken equity stakes in rare earths miner MP Materials, Lithium Americas, and copper-and-cobalt developer Trilogy Metals.
Separately on Wednesday, the Defense Logistics Agency, which buys a range of goods for the U.S. military, asked for information from miners on potentially acquiring lithium, chromium and tellurium for military stockpiles.
Reporting by Ernest Scheyder; Additional reporting by Jarrett Renshaw in Washington and Polina Devitt in London; Editing by Veronica Brown, Chizu Nomiyama, Peter Graff and Diane Craft
Our Standards: The Thomson Reuters Trust Principles.
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