Bitunix Analyst: The U.S. Launches "Mining War" to Reshape Strategic Supply Chain, Global Resource Competition Heats Up

According to Mars Finance, on October 13, the Financial Times reported that the U.S. Pentagon is launching a strategic mineral reserve plan with a scale of up to $1 billion, aimed at weakening foreign dominance in the key metal Supply Chain. Documents from the Defense Logistics Agency (DLA) indicate that the plan includes the procurement of various metals such as cobalt, antimony, tantalum, and scandium oxide, with some metals like tantalum and scandium oxide being included in the national defense reserve list for the first time. Analysts point out that this move marks a clear upgrade of the Trump administration's strategic resource reserve policy, strengthening the U.S.'s autonomous capabilities in future tech wars and military Supply Chains. On the market level, this round of "stockpiling minerals" signals an acceleration of global resource restructuring. With China reducing exports and prices of rare earths and germanium soaring, supply chain anxiety in Western countries is heating up, leading to a general rise in related metal futures prices. The U.S. will promote Supply Chain localization through funding from the "Big and Beautiful Act," which is expected to further stimulate Fluctuation in the energy, rare earth, and battery materials zone, and may trigger a new wave of global mining investment. Bitunix analysts believe that behind the U.S. "stockpiling" strategy is a systemic response to the long-term nature of geopolitical competition. This move not only reshapes the supply structure of energy and defense materials but also reflects a new layout of the dollar system at the resource level. In the future, if global policies advance the "nationalization of key metals" simultaneously, resource-based assets will once again become a focus for risk aversion, while the crypto market may also seek potential allocation insights from inflation expectations and dollar flows.