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美股異動 | 金屬與採礦板塊集體上漲 必和必拓漲2.6%
格隆匯 04-01 23:03
格隆匯4月1日丨金屬與採礦板塊集體上漲,泰克資源有限公司漲5%,淡水河谷漲3%,必和必拓、力拓漲2.6%,Lithium Americas漲1.3%。去年7月,特斯拉稱與澳大利亞礦業巨頭必和必拓簽訂了鎳供應合同,預計每年採購1.8萬噸鎳。另外,據美東時間3月31日發佈的白宮情況説明書,拜登將使用國防生產法(DPA )來支持鋰、鎳、鈷、石墨和錳等用於大容量電池的礦物材料的生產和加工。該法案優先考慮生產電池材料。這些材料對於建設清潔能源至關重要,用鋰和鎳等材料製成的電池為電動汽車提供動力,並儲存風能和太陽能。根據這項法案,企業有望獲得政府資金,為開採鋰、鎳和其他大容量電池所需金屬的新項目進行可行性研究,或提高現有設施的生產效率。行業貿易組織全國礦業協會表示,拜登的預期訂單可能範圍有限,但會向全球市場發出強烈信號。

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