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全球商业报告(GBR):2026年美国采矿业报告(英文版)(69页).pdf

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1、USA MINING 2026USA MINING2026Mineral Sovereignty-Precious Metals-Energy Metals-Defense MetalsExploration-Technology-Services-Talent DevelopmentGBR SERIES3 WELCOME LETTERUSA MINING 2026Alfonso TejerinaDirector and General ManagerGLOBAL BUSINESS REPORTS“Where is the world heading today?”is currently a

2、 perplexing question,as we witness a period of political and socioeconomic fragmentation.While recent events have acted as a tailwind for certain commodities,they have also exposed how vulnerable global supply chains have become,particularly in mining,an industry that major powers once outsourced an

3、d are now actively seeking to bring back home through reshoring.In the second half of 2025,GBR started research for its fifth GBR Series covering the US mining industry at a defining moment,when trade tensions,tariffs,the reca-libration of globalization,executive orders,and increased government inve

4、stment in assets were taking place and shaping what the mining industry will look like in the years ahead.In this context,there is a new sense of confidence throughout the American mining industry:Projects involving copper,gold,uranium,lithium and rare earths are moving forward across the country at

5、 pace.However,companies are still navigating these political changes carefully,making investment decisions based on geology,fundamentals,technology and community trust instead of short-term polit-ical cycles.This edition,USA Mining 2026,shows how complex things have become and how the sector is now

6、more political and strategically important than it has been in de-cades.At the same time,this years edition marks the first time GBR has covered the American mining industry from coast to coast.While most hard-rock mines and key minerals are extracted in the West,there are critical projects across t

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1. **美国矿业战略转型**:特朗普政府推行“美国优先”政策,通过多项行政命令(如EO 14241)扩大关键矿产清单(新增铜、硼等),推动国内矿产开发,减少对进口依赖(如40种关键矿产依赖进口)。 2. **项目加速推进**:铜(Resolution Copper)、锂(Thacker Pass)、金(Nevada Gold Mines)等项目进展迅速,政府提供资金支持(如DOE 20亿美元贷款)。 3. **许可瓶颈待解**:美国矿业许可平均耗时29年,尽管FAST-41流程等改革措施出台,但政府停工、机构人手不足等问题仍存。 4. **人才缺口严峻**:行业面临4万名工人退休缺口,大学采矿工程招生不足(仅14所ABET认证院校),需《矿业学校法案》等政策支持。 5. **全国布局扩展**:报告首次覆盖全美矿业,除传统西部硬岩矿外,东部(如阿肯色锂、纽约石墨)及阿拉斯加(锑)等新兴项目受关注。
美国矿业未来? 关键矿产何在? 人才缺口何解?
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