作者：查尔斯·克里茨（Charles Creitz）
来源：福克斯新闻（Fox News）
发布时间：2026年2月13日 美国东部时间上午6:00
独家报道： 行业专家警告称，美国“只需一场危机”就可能失去稀土元素的获取渠道——而稀土元素是从战斗机到电动汽车等一切设备的动力来源。这一脆弱性正是唐纳德·特朗普总统新启动的120亿美元“Vault计划”旨在解决的问题。
该倡议获得了16.7亿美元私人种子资金和美国进出口银行100亿美元贷款的支持，将建立一个由联邦支持的稀土元素及其他关键矿产储备库。目前，美国大部分此类材料依赖从中国进口。
美国最大的关键矿产开发商之一Graphite One的高管向福克斯新闻数字频道表示，这一努力可能标志着中国主导全球供应链的局面出现转折点。
Graphite One顾问丹·麦格罗蒂（Dan McGroarty）表示：“中国人愿意将镓和铀等半导体材料的供应武器化，然后切断供应，给我们一年的宽限期——这就像一条缰绳，他们随时可以拉紧。”
特朗普被问及对格陵兰岛接管的决心时称“你会看到”
特朗普宣布“Vault计划”矿物储备以支持美国工业视频](https://www.foxnews.com/video/6388685247112)
首席执行官安东尼·休斯顿（Anthony Huston）将这一概念与1970年代石油危机后建立的战略石油储备相提并论，认为关键矿产如今在现代防御系统、先进电子产品和电动汽车中同样发挥着至关重要的作用。
特朗普在上个月的宣布中表示：“多年来，美国企业在市场动荡期间一直面临关键矿产耗尽的风险……‘Vault计划’将确保美国企业和工人永远不会因任何短缺而受损。”
Graphite One最近因其阿拉斯加的“具有划时代意义”的石墨溪项目（Graphite Creek）备受关注。休斯顿称，该项目是美国最大的此类关键矿产资产。
根据国际能源署（IEA）的数据，截至2024年，美国对稀土元素和石墨的进口依赖度至少为93%，且仍严重依赖外国供应商获取数十种其他关键矿产。
特朗普深知房地产价值——也清楚格陵兰岛对国家安全的重要性
休斯顿表示：“美国在石墨方面严重依赖中国和非洲。据我们所知，中国是我们的对手。”
他补充称，“Vault计划”新闻中被忽视的一点是其反恐层面。
休斯顿指出，莫桑比克部分地区等非洲矿产资源所在地，存在与极端组织相关联的武装活动。通过将关键矿产开发本土化，美国不仅能打破中国的主导地位，还能打击那些试图威胁美国的恐怖组织运营。
麦格罗蒂还提到，“Vault计划”让他联想到冷战时期的“两用技术”概念——当时的计算机技术虽无法出口，却可同时用于制造业和核武器设计。
“从另一个角度看，我们需要平衡20、30、40种不同的金属、矿产、化合物和复合材料，而不仅仅是石油。”
特朗普在达沃斯挑战卡尼，称加拿大应“感激”黄金穹顶导弹防御系统
（左图：唐纳德·特朗普总统，右图：习近平主席）
（安德鲁·卡瓦莱罗-雷诺兹/盖蒂图片社）
麦格罗蒂表示，美国“只需一场危机”就可能因中国等对手切断稀土元素供应。
休斯顿还解释了为何“Vault计划”在2020年代比以往任何时候都更具必要性。
在上个世纪，没有智能手机、电动汽车，石墨等材料仅用于铅笔和原始计算机等模拟工具。石墨溪项目曾为二战时期的钢铁生产提供材料，而如今它在高科技经济中扮演着截然不同的角色。休斯顿重申，美国需要建立自己的关键矿产“战略石油储备”，而非依赖敌对国家。
“正如飞行时的建议：先给自己戴好氧气面罩，再帮助他人。”
特朗普称格陵兰岛防御“像两条狗拉雪橇”，并推动美国收购该领土
当被问及“Vault计划”与参议院因外国入侵重新关注北极国家安全，以及特朗普对格陵兰岛的提议之间是否存在关联时，麦格罗蒂暗示可能有关联，但目前尚不清楚。
他打趣道，有时从顶部而非侧面观察全球局势更明智，这样能将北美置于中心位置。
“看看哪些国家在北极有存在，你就会发现格陵兰岛的重要性；同时也会发现，美国之所以成为北极国家，全靠阿拉斯加。”他补充称，美国政府官方列出的60种关键矿产中，阿拉斯加已知资源覆盖至少58种。
点击此处下载福克斯新闻应用
美国应从格陵兰岛获得“一定收益”，万斯称视频](https://www.foxnews.com/video/6389038939112)
“格陵兰岛的情况也是如此。我有时会用‘资源拒绝’这个词——即你可能试图无视格陵兰岛关键矿产的潜在资源价值。但如果有一天你醒来，发现中国和俄罗斯在格陵兰岛开展经济合作，并将这些金属矿产纳入其供应链，你就会意识到问题的严重性。”
相反，中国专家对“Vault计划”不屑一顾。稀土分析师吴晨辉（Wu Chenhui）在国有《环球时报》中表示，尽管特朗普的举措新颖，但“更多是短期缓冲而非根本解决方案”，中国其他官员也对该消息持同样悲观态度。
查尔斯·克里茨是福克斯新闻数字频道记者。他2013年加入福克斯新闻，担任撰稿人和制作助理，主要报道媒体、政治和文化新闻。克里茨毕业于天普大学，获广播新闻学士学位，是宾夕法尼亚州本地人。新闻线索可发送至 charles.creitz@fox.com。
Industry leaders say the rare earth stockpile could become a Strategic Petroleum Reserve for the 21st century — and blunt both Beijing’s leverage and terror-linked supply chains abroad
By Charles Creitz
Fox News
Published February 13, 2026 6:00am EST
EXCLUSIVE: Industry experts warn the United States is “one crisis away” from losing access to the rare earth elements that power everything from fighter jets to electric vehicles — a vulnerability President Donald Trump’s new $12 billion “Project Vault” aims to address.
The initiative, backed by $1.67 billion in private seed money and a $10 billion loan from the Export-Import Bank, would create a federally supported stockpile of rare earth elements and other critical minerals. The U.S. currently imports much of those materials from China.
Executives from Graphite One, one of the country’s largest critical mineral developers, told Fox News Digital the effort could mark a turning point in the battle over China’s dominance of global supply chains.
“The Chinese are willing to weaponize access to … semiconductor materials like gallium and uranium,” Graphite One advisor Dan McGroarty said. “Then they turn off the tap and sort things out, give us a one-year reprieve, you know, it’s a leash, and they can yank that leash anytime they want.”
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VideoCEO Anthony Huston compared the concept to the Strategic Petroleum Reserve, established after the 1970s oil crisis to safeguard U.S. energy security, arguing that critical minerals now play a similarly vital role in powering modern defense systems, advanced electronics and electric vehicles.
“For years, American businesses have risked running out of critical minerals during market disruptions… Project Vault [will] ensure that American businesses and workers are never harmed by any shortage,” Trump said in his announcement last month.
Graphite One recently made news with its “truly generational” Graphite Creek site in Alaska, which is the U.S.’ largest asset of that particular critical mineral, in Huston’s words.
As of 2024, the U.S. was at least 93% import-dependent on rare earth elements and graphite, according to the International Energy Agency, and remains heavily reliant on foreign suppliers for dozens of other critical minerals.
TRUMP KNOWS GOOD REAL ESTATE — AND HE KNOWS GREENLAND’S VALUE TO NATIONAL SECURITY
“The United States really relies on China and Africa for graphite. China, as we understand, is our adversary,” Huston said.
A buried lede in the Project Vault news, he added, is a little-reported counter-terror aspect.
Huston said some African mineral deposits, including in parts of Mozambique, are located in areas where ISIS-linked groups have operated. By onshoring development of critical minerals, the U.S. will not only work to unseat Chinese dominance but also deal a blow to operations in areas run by people who want to kill us, he argued.
McGroarty added that Project Vault reminds him of the idea of “dual-use technologies” during the Cold War, where computers of the time had technology that could not be exported – but could be used for both manufacturing and nuclear weapons design, for instance.
“On another level, we’re going to have to balance it across 20, 30, 40 different metals, minerals, compounds, and composites, not just oil,” he said.
TRUMP CHALLENGES CARNEY AT DAVOS, ASSERTS CANADA SHOULD BE ‘GRATEFUL’ FOR GOLDEN DOME MISSILE DEFENSE
President Donald Trump, left, and President Xi Jinping, right.(Andrew Caballero-Reynolds/Getty Images)
McGroarty said the U.S. is “one crisis away” from having REEs “cut-off” by adversaries like China.
Huston also spoke of why Project Vault fits the 2020s more than any other time.
In the prior century, there were no cell phones, no EVs and graphite and the like were being used in analog tools like pencils and primitive computers.
The Graphite Creek site supplied materials for World War II-era steel production, a far cry from its potential role in today’s high-tech economy. Huston reiterated that the U.S. needs its own “strategic petroleum reserve” of critical minerals rather than relying on adversarial nations.
“As they say when you’re flying, put the oxygen mask on yourself first before turning to help those around,” he said.
TRUMP SAYS GREENLAND’S DEFENSE IS ‘TWO DOG SLEDS’ AS HE PUSHES FOR US ACQUISITION OF TERRITORY
Asked about any nexus between Project Vault, the Senate’s renewed focus on Arctic national security amid foreign incursions and Trump’s overtures toward Greenland, McGroarty suggested there may be one — but it’s not yet clear.
He quipped that sometimes it’s better to look at the globe from the top rather than the side, which places North America in the center of everything.
“See what nations have a presence in the Arctic, you’ll see the importance of Greenland; you’ll also see that the U.S. is an Arctic nation only because of Alaska,” he said.
Of the 60 critical minerals on the U.S. government’s official list, Alaska has known resources of at least 58, he added.
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Video“It’s the same sort of thing with Greenland. In the case of Greenland, I think there’s a phrase that I use from time to time: resource denial — That is to say, you might try not to be interested in Greenland’s resource potential in critical minerals. If you wake up one day, and the Chinese and the Russians are engaging in economic relationships in Greenland and directing those metals and minerals into their supply chains, you will have to be concerned about what goes on.”
China-based experts, on the other hand, were dismissive of Project Vault, with rare-earths analyst Wu Chenhui telling the state-owned Global Times that while Trump’s move is novel, it “functions more as a short-term buffer than a fundamental solution,” and other officials in the Communist nation were similarly bearish on the news.
Charles Creitz is a reporter for Fox News Digital.
He joined Fox News in 2013 as a writer and production assistant.
Charles covers media, politics and culture for Fox News Digital.
Charles is a Pennsylvania native and graduated from Temple University with a B.A. in Broadcast Journalism. Story tips can be sent to charles.creitz@fox.com.
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