这一举措被视为特朗普政府确保美国稀土供应安全的战略性举动。在中美战略竞争日益加剧的背景下,美国政府正积极寻求减少对中国稀土供应的依赖。Benchmark Mineral Intelligence公司的研究经理Neha Mukherjee表示,美国在Tanbreez的股份将标志着美国在建立独立于中国的多元化"从矿山到磁铁"供应链方面迈出了重要一步。此外,相关稀土概念股也受到提振,如American Resources、NioCorp Developments、USA Rare Earth和Energy Fuels等公司股价均出现不同程度上涨。
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