Fortune | FORTUNE 4小时前
美国加强供应链韧性,通用汽车提出四点建议
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文章指出,美国在全球竞争力方面正处于关键时刻,可靠、高质量的材料供应对驱动创新和经济增长至关重要。通用汽车(GM)通过与MP Materials合作重建稀土矿物供应链,以及投资锂资源项目,并在本土生产半导体方面迈出了实质性步伐。然而,仅有资金和任务小组不足以巩固美国的地位,关键在于建立持久的生产能力。文章强调,要抓住机遇,必须将扩大规模视为一项纪律,辅以支持美国工厂和工人的连贯、前瞻性政策。为此,提出了四个具体步骤:承诺可银行规模的交易量,简化流程以加快项目审批,构建完整的供应链而非孤立的环节,以及确保劳动力技能的准备就绪。这些举措对于汽车行业以及战略设备、电网存储和先进技术等领域至关重要。

💡 **构建可靠的国内供应链是关键:** 文章强调,美国在全球经济中的竞争力取决于能否持续稳定地提供高质量的材料。通用汽车的实际行动,如与MP Materials合作重建稀土矿物供应链和投资锂资源项目,以及与Global Foundries合作在国内生产半导体,都表明了其致力于将想法转化为实际行动,以应对疫情暴露出的供应链脆弱性。

🚀 **扩大规模是实现韧性的核心挑战:** 文章指出,尽管启动项目是第一步,但真正的考验在于规模化生产。通用汽车认为,面临的挑战包括资金波动、审批流程冗长以及基础设施(如电力、水和输电)的滞后。要抓住机遇,必须将扩大规模视为一项严谨的纪律,并辅以连贯、前瞻性的政策来支持国内的工厂和工人。

🤝 **采取具体措施推动供应链发展:** 文章提出了四点具体建议:1. **承诺银行可接受的交易量:** 强调需要有多年期、与实际产品计划挂钩的采购协议,而非仅仅是公告。2. **简化流程:** 加速项目审批,包括环境评估、场地准备和设备采购,同时保持问责制和透明度。3. **构建完整供应链:** 强调从采矿、精炼到制造、组装的国内闭环,以提升韧性、质量和就业。4. **劳动力准备就绪:** 提前进行技能培训,并鼓励行业、工会和州政府合作,确保劳动力供应满足增长需求。

📈 **供应链韧性关乎国家长远繁荣:** 文章最后强调,掌握这些供应链对于美国在汽车、战略设备、电网存储和先进技术等领域的竞争力至关重要。文章呼吁采取果断行动,因为成功实现供应链的本土化和韧性将塑造国家未来并确保人民的持久繁荣。

America’s global competitiveness is at a critical juncture. As supply chains and critical minerals grow in importance, nations that consistently deliver reliable, high-quality materials at scale will drive innovation and economic growth. 

While new funding and task forces are encouraging, headlines alone will not secure America’s position. The real challenge, and opportunity, lies in building lasting capacity.

At General Motors, we have taken concrete steps, partnering with MP Materials to rebuild the domestic mine-to-magnet supply chain for rare earths and investing in Lithium Americas’ Nevada project. Our collaboration with Global Foundries to produce semiconductors domestically means we are turning ideas into action. These efforts support everything from the cars, trucks and SUVs we produce to renewable energy solutions, robotics and AI data centers. The pandemic revealed supply chain vulnerabilities, making robust, reliable solutions more essential than ever. 

Launching projects is just a start but scaling them is the real test. Challenges persist: financing often comes in waves, permitting is usually sequential, and long-term agreements may not be sufficient for large-scale buildouts. Infrastructure such as power, water, and transmission can lag construction, and workforce development may fall short of demand. The result is excitement without enough national capacity. To seize this moment, scaling up must be treated as a discipline, supported by coherent, forward-thinking policies that bolster American factories and workers. 

Four concrete steps to take

First, we must commit to bankable volume. Supply chains depend on solid, multi-year purchase agreements tied to actual product programs rather than just announcements. GM is aligning its investments and agreements to support domestic content at industrial scale, with nearly 90,000 U.S. employees and more than $60 billion invested since 2020. Partnering across industries such as grid storage, electronics, and defense can amplify impact, as capital follows anchor customers. Both business and government should serve as these anchors for economic security. 

Second, it is essential to streamline processes. Speed is crucial. Overlapping environmental reviews, site preparation, and equipment procurement, while maintaining accountability and transparency, can accelerate project completion. Smart, stable policies that shorten permitting timelines and foster collaboration among utilities, developers, and manufacturers will help America scale up faster. 

Third, building the entire supply chain, not just isolated links, is vital. Rare earths, lithium, and semiconductors provide the most value when processed through a domestic loop of mining, refining, manufacturing, assembly, and fabrication. GM’s partnerships span mining, magnet manufacturing, battery cell production, and semiconductor fabrication, ensuring components become motors, battery packs, and microchips assembled in U.S. plants. This closed loop enhances resilience, quality, and job creation at every stage. 

Fourth, workforce readiness is pivotal. Plants need skilled workers, so training must begin before operations start. GM works with universities and technical schools to prepare talent in advance. Industry, labor, and states should collaborate to fund credential programs that match real job needs, ensuring growth is not limited by a shortage of skilled workers. Every new facility means more jobs, and we must be ready. 

The demand is real and immediate. Mastering these supply chains is essential for America’s competitiveness in not just automotive but also strategic equipment, grid storage, and advanced technology. Now is the time for decisive action, because the nation that gets this right will shape the future and secure lasting prosperity for its people. 

The opinions expressed in Fortune.com commentary pieces are solely the views of their authors and do not necessarily reflect the opinions and beliefs of Fortune.

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美国供应链 通用汽车 供应链韧性 关键矿产 半导体 劳动力发展 US Supply Chains General Motors Supply Chain Resilience Critical Minerals Semiconductors Workforce Development
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