最新报道：According to a report from the Financial Times on October 13th, the US Pentagon is launching a $1 billion strategic mineral stockpile program aimed at weakening foreign dominance in the critical metals supply chain. Public documents from the Defense Logistics Agency (DLA) indicate that the planned procurement includes a variety of metals, including cobalt, antimony, tantalum, and scandium oxide. Some metals, such as tantalum and scandium oxide, are included in the national defense stockpile for the first time. Analysts point out that this move marks a significant escalation in the Trump administration's strategic resource reserve policy, strengthening the US's ability to navigate future technological wars and military supply chains. On a market level, this round of "stockpiling" signals an accelerated global resource restructuring. With China cutting exports and soaring rare earth and germanium prices, Western countries are experiencing heightened supply chain anxiety, leading to a general rise in related metal futures prices. The US will use the "Big, Big, American Act" to allocate funds to promote localization of the supply chain, which is expected to further stimulate volatility in the energy, rare earth, and battery materials sectors and potentially trigger a new wave of global mining investment. Bitunix analyst's view: Behind the US's "mining stockpiling" strategy lies an institutional response to the long-term geopolitical competition. This move not only reshapes the energy and defense material supply structure but also reflects the new resource allocation of the US dollar system. If global policies simultaneously promote the "nationalization of critical metals" in the future, resource-based assets will once again become a safe haven, and the crypto market can also find potential investment insights from inflation expectations and US dollar flows.