Bitunix Analyst: The U.S. Launches the "Mining Hoard War" to Reshape Strategic Supply Chains, Global Resource Game Heats Up

October 13th - As per the Financial Times, on October 13th, the U.S. Department of Defense is set to initiate a strategic mineral reserve plan with a magnitude of up to $1 billion. The plan is intended to reduce foreign influence in the crucial metal supply chain. Public documents from the Defense Logistics Agency (DLA) reveal that the plan encompasses the acquisition of various metals including cobalt, antimony, tantalum, and scandium oxide. Certain metals, such as tantalum and scandium oxide, are being included in the national defense reserve list for the very first time. Analysts indicate that this action clearly represents an upgrade of the Trump administration's strategic resource reserve policy, fortifying America's self-sufficiency capabilities in future technological wars and military supply chains. On the market front, this round of "mining stockpiling action" suggests an accelerated global resource restructuring. With China curbing exports and rare earth and germanium prices witnessing a significant rise, Western countries are experiencing heightened supply chain concerns, resulting in a general upward trend in relevant metal futures prices. The U.S. will utilize the "Bigger and Better Act" appropriation to drive supply chain localization, anticipating to further stimulate the volatility of the energy, rare earth, and battery materials sectors, potentially triggering a new round of global mining investment enthusiasm. Bitunix Analyst Perspective: Behind the U.S.'s "stockpiling mining" strategy lies an institutional response to the long-term institutionalization of geopolitical competition. This move not only remodels the energy and defense material supply structure but also reflects a new layout of the dollar system at the resource level. If global policies in the future advance in synchronization towards the "nationalization of critical metals," resource-based assets will once again become a safe-haven focus, and the crypto market can also seek potential allocation insights from inflation expectations and dollar outflows.