原文标题： US Cancels $500 Million Cobalt Tender in Critical Minerals Blow 原文连结： https://finance.yahoo.com/news/us-cancels-500-million-cobalt-145243100.html 发布时间：Thu, October 16, 2025 at 10:52 PM GMT+8 记者署名：Annie Lee and William Clowes 原文内容： (Bloomberg) – The US Defense Department canceled a tender to buy cobalt, in a fresh sign of the challenges facing Western countries trying to bolster domestic supplies of the battery metal. （彭博社）——美国国防部取消了一项购买钴的标案，显示西方国家在强化国内电池金属 供应方面面临新的挑战。 The Defense Logistics Agency (DLA) first sought offers in mid-August for up to 7,500 tons of cobalt over the next five years in a contract worth as much as $500 million. It was the US government’s first attempt to acquire the metal since 1990, Bloomberg News previously reported. 美国国防後勤局（DLA）於8月中首次徵求投标，计画在未来五年间采购最多7,500公吨钴 ，总价高达5亿美元。据彭博社先前报导，这是美国政府自1990年以来首次尝试收购该金 属。 The DLA extended the deadline for offers multiple times, from the original due date of Aug. 29 out to Oct. 15. Now, the tender has been dropped, in an apparent setback to US efforts to replenish its critical-mineral reserves after decades of declines. DLA多次延长投标期限，从原定的8月29日延到10月15日。然而最终该标案被取消，这显然 是美国在多年战略矿储备衰退後，试图重建关键矿物库存过程中的一次挫折。 “There are outstanding issues with the Statement of Work that need resolution before offers may be solicited,” according to a notice published on a US government website on Wednesday. “Upon resolution, solicitation will be re- issued with a new opening and closing date.” 根据周三在美国政府网站上发布的公告：「目前《工作说明书》（Statement of Work） 存在尚未解决的问题，必须在厘清後才能徵求报价。问题解决後，将重新发布招标公告并 设定新的开标与截止日期。」 Strengthening supply chains for metals like cobalt has become a political priority for the US and other Western nations, as governments seek to reduce their reliance on China. 强化钴等金属的供应链已成为美国及其他西方国家的政治优先事项，因各国政府正努力降 低对中国的依赖。 Cobalt is used in rechargeable batteries, including in electric vehicles, as well as a range of applications in magnets and military systems, while its alloys are deployed in munitions and jet engines. Beijing dominates cobalt processing and has built up a significant state stockpile. 钴被广泛应用於可充电电池（如电动车）、磁性材料及军事系统，其合金也用於弹药与喷 射引擎。北京主导全球钴加工产业，并建立了庞大的国家储备。 The US attempt to purchase cobalt came as prices rallied in the wake of export controls introduced by the Democratic Republic of Congo, which accounts for about three-quarters of global output of the metal. The central African nation this week replaced a full ban on shipments with a quota system. 美国试图采购钴的时机正值刚果民主共和国实施出口管制、导致价格上涨之际。该国掌握 全球约四分之三的钴产量。这周，刚果（金）将全面出口禁令改为配额制度。 Benchmark prices have doubled since February when the export suspension was imposed. Before that, cobalt dropped below $10 a pound, a level not breached for 21 years, bar a brief dip in late 2015, according to Fastmarkets data. 根据Fastmarkets数据，自2月出口禁令实施以来，钴的基准价格已翻倍。在此之前，钴价 曾跌破每磅10美元——这是21年来（除2015年底短暂例外）未曾出现的低价。 The DLA was seeking offers for alloy-grade cobalt from three producers: units of Vale SA in Canada, Sumitomo Metal Mining Co. in Japan and Glencore Plc’s Nikkelverk plant in Norway. It asked suppliers to propose fixed prices for the supplies over five years and there was one amendment last month excluding one brand from Vale. DLA原本计画向三家厂商徵求合金级钴的报价：加拿大Vale公司、日本住友金属矿山公司 ，以及挪威的嘉能可（Glencore）Nikkelverk工厂。DLA要求供应商提出五年期的固定价 格。上月曾有一项修订，将Vale公司的一个品牌排除在外。 The US government was initially intending to spend a minimum of $2 million and a maximum of $500 million on the contract. 美国政府原本计画最低支出200万美元、最高5亿美元以执行该合约。 心得/评论： https://i.urusai.cc/OhnGP.JPG https://i.urusai.cc/TP84r.JPG https://i.urusai.cc/v0NPH.JPG 政策：减少对中国依赖 实际：非中钴冶炼本来就贵 想要战略自主，但又不愿付出市场真实成本 厂商不愿报价→投标不足 政府不想调整条件 → 标案作废 https://i.urusai.cc/XFHQo.JPG https://i.urusai.cc/RPWwf.JPG 美国创造了全球化，享受了全球化的好处， 现在想摧毁它来夺回主导权， 结果发现摧毁全球化， 也等於摧毁了自己赖以维持霸权的供应链。 --

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