2026年1月28日，中国紫金矿业宣布以40亿美元收购盟金的三座非洲矿山。2月3日，瑞士矿业巨头嘉能可与美国支持的猎户座关键矿产联盟进入谈判，出售其刚果民主共和国铜钴业务的40%股份。这些举措凸显中美在关键矿产领域的激烈竞争。
2026年被比作一场棋局的关键矿产争夺战，中国和美国均全力以赴。中国紫金矿业于1月28日宣布，以40亿美元收购盟金公司位于非洲的三座矿山，这一举动标志着中国在该地区矿产储备的进一步扩张。
仅几天后，2月3日，嘉能可开始与美国支持的猎户座关键矿产联盟谈判，拟出售其在刚果民主共和国的铜和钴业务40%的股份。这一联盟旨在帮助美国通过资本和外交杠杆追赶中国多年的先发优势。
文章指出，美国需利用其资源弥补中国在关键矿产领域的领先地位。关键词包括贸易战、技术战、稀土、欧洲、马里、刚果民主共和国、非洲等，反映出全球供应链的紧张局势。
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Argentina and the United States signed an agreement in Washington D.C. to boost the supply and processing of critical minerals, vital for new technologies. Foreign Minister Pablo Quirno and his counterpart Marco Rubio took part in the signing at the Ministerial Meeting on Critical Minerals on February 4, 2026.
2026年2月，美国在首届关键矿产部长级会议上，寻求召集50多个国家和欧盟，围绕一个里程碑性框架，以削弱中国对全球关键矿产贸易的控制。该举措旨在应对北京在矿产领域的支配地位。
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美国国务院于周三举办首届关键矿产部长级会议，邀请超过50个国家和组织参与，旨在通过建立贸易区打破中国在关键矿产领域的垄断。这些矿产对智能手机、武器和电动汽车电池等制造至关重要。副总统JD万斯呼吁盟友加入该倡议，以确保公平市场定价和供应链稳定。
The University of the Witwatersrand has opened a new research centre to transform speculation about Africa's underground treasures into solid data, potentially boosting exploration investments. Launched in November 2025, the African Research Centre for Ore Systems Science aims to bridge the gap between outdated estimates and actual mineral deposits. This initiative comes amid discussions at the 2026 Mining Indaba on revitalizing Africa's lagging exploration sector.
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Foreign investors like Real Madrid president Florentino Pérez and former Bolivian president Gonzalo Sánchez de Lozada are involved in extracting critical raw materials in Germany. Despite the boom, there are no rules ensuring the resources benefit the EU economy. Economists call for greater state control over exports.
A new report from the Minerals Council South Africa highlights severe challenges facing the country's junior mining sector, noting that illegal operations are easier to run than legal ones. The document points to a lack of exploration investment, criminal threats, and regulatory hurdles as major barriers. It warns that without support, the sector's potential for jobs and growth remains untapped.