BUZZ-各国急于确保国内供应，2025 年稀土库存激增

路透中文

Dec 31, 2025

BUZZ-各国急于确保国内供应，2025 年稀土库存激增

12月31日 - ** 受全球贸易战、供应限制以及包括美国在内的各国急于确保国内关键矿产供应以减少对中国的依赖等因素的推动，稀土矿商在2025年实现了盈利。

** 特朗普政府入股了MP Materials MP.N、Lithium Americas LAC.TO和Trilogy Metals TMQ.TO等生产商，并计划与美国矿业部门签署更多 (link) "历史性协议

** 美国政府收购了 Trilogy Metal 公司 10%的股份，该公司的股价在今年飙升了 270%，并将连续第二年实现年度上涨。

** 与此同时，政府持股 15%的 MP Materials 公司年内飙升了 223%，有望结束三年连跌的局面。

** Critical Metals CRML.O上涨近 2%，Ramaco Resources METC.O上涨超过 73

** NioCorp Developments NB.O大涨近237%，而Idaho Strategic Resources IDR.A大涨超过4倍，连续第三个年度上涨

** Ucore Rare Metals UCU.V股价年初至今大涨632%，而Titan Mining TI.TO飙升近770%，将结束连续四年的亏损。

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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