特朗普政府将为美国矿产项目提供5亿美元拨款


2026-08-20T14:03:03.694Z / 路透社

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  • 内容摘要
  • 相关企业
  • 路透社看到的文件显示,Lilac Solutions、Jervois Global和Nth Cycle各获得1亿美元拨款
  • 拨款将支持七家建设矿产加工、回收和电池材料项目的企业
  • 美国能源部表示,入选项目在亟需的电池生态系统领域回报率最高

8月20日(路透社)——据路透社看到的一份文件显示,美国能源部将向七家建设国内锂、钴及其他矿产和电池项目的企业提供5亿美元拨款,这是旨在加强美国采矿和加工业的一系列投资中的最新举措。

此次拨款出台数周前,美国总统唐纳德·特朗普提出了将美国打造成“全球矿产超级大国”并减少对市场领导者中国依赖的目标。本届政府已通过贷款、拨款、政府投资和其他工具,鼓励新采矿和加工项目,同时寻求为对经济和国家安全至关重要的矿产构建更安全的国内供应链。

由专栏作家罗恩·布索撰写的路透社《能源升级》通讯可为您提供全球能源行业的所有关键资讯。点击此处订阅

与伊朗的紧张局势加剧了这一努力的紧迫性,凸显了大规模冲突可能给美国武器库存以及补充这些库存所需的工业基础带来的压力。

美国能源部的电池材料加工和电池制造项目收到了数百份第三轮 funding 申请。该部助理部长奥德丽·罗伯逊表示,入选项目“最具前景,且在电池生态系统最亟需的领域为美国人带来最高回报”。

Lilac Solutions将获得1亿美元,用于在犹他州大盐湖建设直接锂提取加工厂。这家得到宝马(BMWG.DE,打开新标签页)投资的公司,预计将于2028年前投产,年产金属锂5000吨。

罗伯逊表示,能源部的科学家“坚信(Lilac)将成为国家碳酸锂的宝贵资源”。

美国能源部此前已宣布为ioneer(INR.AX,打开新标签页)、Standard Lithium(SLI.V,打开新标签页)和Lithium Americas(LAC.TO,打开新标签页)的锂项目提供资金。

Jervois Global掌控着爱达荷州一处大型钴矿,该公司也将获得1亿美元,用于建设美国唯一一座该金属精炼厂。钴可用于制造电池、电子产品和一系列武器。

由于市场价格低迷,该公司去年通过预包装破产程序被私有化。罗伯逊表示,即便如此,钴仍受到多个行业的需求,能源部的拨款旨在提振国内供应,她补充称,该工厂未来可处理深海锰结核。

由托克集团投资的电池回收商Nth Cycle将获得1亿美元,用于建设一座处理被称为“黑料”的电池金属废料的工厂。

本月早些时候,特朗普政府禁止了黑料出口,这些废料含有可回收利用的矿物。罗伯逊表示,此次拨款与出口禁令无关,但补充称“美国需要且将构建生态系统,在国内全面回收和处理电池及黑料”。

美国能源部还将向以下三家企业各提供5000万美元:回收阴极电池部件的普林斯顿 NuEnergy、生产电池电解质化学品的Arcanum Ventures,以及开发用硅而非石墨(行业长期标准)制造电池负极的Coreshell Technologies。

本报记者欧内斯特·沙伊德和贾勒特·伦肖报道;妮娅·威廉姆斯编辑

Trump administration to back US minerals projects with $500 million in grants

2026-08-20T14:03:03.694Z / Reuters

A cobalt mining site operated by Jervois Global is seen west of Salmon, Idaho, U.S. May 16, 2024. REUTERS/Carlos Barria/File Photo Purchase Licensing Rights, opens new tab

  • Summary
  • Companies
  • Lilac Solutions, Jervois and Nth Cycle each receive $100 million, document seen by Reuters shows
  • Grants support seven companies building minerals processing, recycling and battery materials projects
  • Energy Department says selected projects offer highest return in needed battery ecosystem areas

Aug 20 (Reuters) – The U.S. Department of Energy is awarding $500 million in grants to seven companies building ‌domestic lithium, cobalt and other mineral and battery projects, the latest in a string of investments aimed at bolstering American mining and processing, according to a document seen by Reuters.

The funding comes weeks after President Donald Trump outlined a goal to make the U.S. the “minerals superpower of ​the world” and curb reliance on market leader China. The administration has used loans, grants, government investments and ​other tools to encourage new mining and processing projects, while seeking to build a more secure ⁠domestic supply chain for minerals considered essential to the economy and national security.

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The war with Iran has added urgency to the ​effort, underscoring the strain that a major conflict can put on U.S. weapons inventories and the industrial base needed to replenish ​them.

The Energy Department received hundreds of applications for this third round of funding from its Battery Materials Processing and Battery Manufacturing programs. Those chosen “were most promising and had the highest return for Americans in the most-needed areas of the battery ecosystem,” said Audrey Robertson, the department’s assistant secretary.

Lilac Solutions ​will receive $100 million for a direct lithium extraction processing facility on Utah’s Great Salt Lake. The company, which is backed by ​BMW

(BMWG.DE), opens new tab
, expects to open the facility by 2028 and produce 5,000 metric tons per year of the metal.

Robertson said the Energy Department’s scientists “firmly believe (Lilac) will ‌be ⁠a beneficial resource of lithium carbonate to the nation.”

The Energy Department had previously announced funding for lithium projects from ioneer

(INR.AX), opens new tab
, Standard Lithium

(SLI.V), opens new tab
and Lithium Americas

(LAC.TO), opens new tab
.

Jervois, which controls a large cobalt deposit in Idaho, will also receive $100 million to build the country’s only refinery for that metal, used to make batteries, electronics and a range of weapons.

The company was taken private last year as ​part of a pre-packaged bankruptcy caused ​by low market prices. Even so, cobalt ⁠is in demand from various sectors and the Energy Department funding aims to boost domestic supplies, Robertson said, adding that the facility could in time process deep-sea nodules.

Nth Cycle, a battery recycler backed ​by Trafigura, is receiving $100 million for a facility to process battery metal scrap known ​as black mass.

⁠Earlier this month, the Trump administration blocked exports of black mass, which are filled with minerals that can be recycled. Robertson said the funding was not tied to the export block, but added that “the United States needs to and will build the ecosystem to fully recycle ⁠and ​process batteries and black mass here at home.”

The Energy Department is also giving $50 ​million each to Princeton NuEnergy, which reprocesses cathode battery parts; Arcanum Ventures, which produces chemicals for battery electrolytes; and Coreshell Technologies, which is developing battery ​anodes made with silicon, rather than graphite, the longtime industry standard.

Reporting by Ernest Scheyder and Jarrett Renshaw; Editing by Nia Williams

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