· 方法论
这是我看过 FT 最离谱的一条标题。 “美国在稀土交易中押注数十亿美元于未经验证的公司” 废话。 它们之所以“未经验证”，不就是因为我们什么都没有吗？ $USAR 到 $MP 都极其重要。 因为美国在 AI、机器人到太空所需的上游产能 / 炼厂上几乎什么都不拥有。我们依赖从加拿大到中国的其他国家。 这大概是特朗普政府最好的国内政策动作：资助这些没有盈利的项目。 目的就是确保美国供应链主权，而不是继续依赖俄罗斯和中国。 FT 这么写，感觉就是在故意激美国民众…… 他们明明是在通过措辞，抹黑那些真正能帮助美国独立的伟大努力。
This is the most egregious headline I’ve read from FT. “US BETS BILLIONS OF DOLLARS ON UNPROVEN GROUPS IN RARE EARTHS DEALS” No sht. Maybe they’re “unproven” since we have nothing?? $USAR to $MP are incredibly important. Since US rare earths supply is the #1 national security priority right now. The United States owns almost none of the upstream capacity/refineries for AI, Robotics, to Space, as we rely on other countries from Canada to China. This is probably the best domestic policy move from the Trump administration to fund these unprofitable efforts. In order to secure US supply chain sovereignty instead of relying on Russia and China? It’s almost like FT is trying to make the US public mad… At genuinely great efforts to secure American’s independence by how they word these articles.