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总结
白宫发布有关调整美国进口“已加工关键矿产及其衍生产品”的政策动向。多家媒体称,特朗普要求在180天内提出应对中国在关键矿产供应链与出口限制方面主导地位的方案,并表示短期内不会对关键矿产加征关税、将转而寻求海外供应。研究机构与市场分析认为,关键矿产已成为战略资源与防务工业基础的重要支撑,此举可能影响美国与盟友的资源合作、企业投资预期及北美金属相关市场波动,但具体措施范围与执行细则仍待进一步披露。
正文
Adjusting Imports of Processed Critical Minerals and Their Derivative Products into the United States The White House (.gov) Trump sets 180-day deadline to counter China's control of critical minerals South China Morning Post The $587B Strategic Surge: Why China's Export Ban is Scaling a North American Metal Boom Morningstar Trump says no critical minerals tariffs for now, will seek overseas supplies Reuters Minerals at War: Strategic Resources and the Foundations of the U.S. Defense Industrial Base CSIS | Center for Strategic and International Studies
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