花旗:新关键矿物 232 条款为美国带来套利新契机及钯、铂、镍、锌、锡领域机遇
花旗·2025-04-25 02:44
V i e w p o i n t | 22 Apr 2025 14:12:07 ET │ 10 pages Metal Matters New critical minerals Section 232 poses new US arb upside and opportunities in Pd, Pt, Ni, Zn, Sn CITI'S TAKE 51 metals and minerals are the subject of a new Section 232 (S232) investigation into US critical mineral imports (Fig.1, mostly as published by USGS), reigniting US import tariff risks after broad exemptions for mineral imports from US reciprocal import levies earlier this month. We note particularly the inclusion of palladium, pl ...