· 供应链分析
来了，白宫终于向关键矿物/材料领域投入更多资源。惊人的政策举措，简而言之： - $WWR 获得 2500 万美元（石墨） - $SRL (ASX) 获得 4 亿美元（钪） - $FEAM 获得 800 万美元（硼） - $HREE 获得 480 万美元（磁性稀土） 以上为上市公司。此外还有对 Niron Magnetics 的 1.5 亿美元或对 Standard Bauxite 的 8500 万美元等更多私人投资。 这对美国政府来说简直是零钱，却能带来下游应用的巨大增长。应在资金规模上做得更多以加速开发并降低供应链风险（我不持有上述任何股票，仅支持该政策举措），但这是个很好的公告。
There we go, White House finally invests in more breath in critical minerals/materials. Amazing policy move, as a TLDR: - $WWR receives $25M (graphite) - $SRL (ASX) receives $400M (Scandium) - $FEAM receives $8M (Boron) - $HREE receives $4.8M (magnet rare earths) out of the public companies. With more private investments from $150 million into Niron Magnetics or $85 million into Standard Bauxite. It's literally spare change to the US gov, for ENORMOUS amount of downstream applications. More should be done with funding amounts to accelerate development and derisk supply chains (don't own any of the above, just support the policy move), but great announcement.