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Hier von FT Pentagon steps up stockpiling of critical minerals with $1bn buying spree Trump administration challenges Chinese dominance of supply chain for metals essential to defence industry The Trump administration’s accelerated effort to bolster the national stockpile is outlined in public filings published in recent months by the Pentagon’s Defense Logistics Agency. Critical minerals are a national security priority for the Pentagon because they are crucial to virtually every weapons system, as well as technologies such as radar and missile detection systems. The defence department’s recent stockpiling activity is a marked acceleration driven by the Trump administration’s renewed enthusiasm for critical minerals. Some of the metals the Pentagon is seeking to acquire were not previously being stockpiled. The OBBA also includes $5bn for defence department investments in critical minerals supply chains and $500mn for a Pentagon credit programme to spur investments. “Market participants have been taken aback by the volumes requested by the DLA across several metals. Many consider the quantities to be unrealistic, especially within the proposed five-year timeframe,” said Cristina Belda, from Argus Media. “In most cases, the requested tonnages exceed the US’s annual production and import levels.” The DLA has also sought information for the potential acquisition of rare earths, tungsten, bismuth and indium to add to the stockpile. The volumes of bismuth and indium were “significant” given the global size of the markets, said Solomon Cefai from Fastmarkets. “It is hard to imagine a situation where non-China supply would not be pressured by the volumes the DLA is looking at,” he said. https://www.ft.com/content/cd5244eb-a8e9-42bc-8939-71ba0fefa057

Und wer hat auch noch Bismuth!???!!!!!!

Geht es los??? THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS, AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. https://x.com/firstsquawk/status/1977231274159788411?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Geht es los??? THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS, AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. https://x.com/firstsquawk/status/1977231274159788411?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Herzlichen Dank, Rudi, für die detaillierten und interessanten Informationen, besonders für die leicht verständliche Zusammenfassung.

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