Independent thinking for complex markets and current events
by Martin Armstrong The United States has struck a preliminary agreement with Kenya involving the massive Mrima Hill rare earth and niobium deposit, estimated to be worth roughly $62.4 billion. The press is portraying this as a victory for Washington over Beijing, but that interpretation misses the larger picture. What we are witnessing is the …
President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the U.S. works to slash its reliance on Chinese rare earths and other metals. The venture—dubbed Project Vault—is set to marry $1.67 billion in private capital with a $10 …
BREAKING: A trove of critical minerals has been uncovered in the Utah desert, where Ionic Mineral Technologies—while mining clay—stumbled upon what could be the critical-mineral equivalent of a gold mine, WSJ reports pic.twitter.com/HkNxGTEKMT — Insider Paper (@TheInsiderPaper) December 11, 2025 A Utah company found rare earth minerals that could allow the U.S. to stop relying …
by Martin Armstrong Over 90% of rare earth global production occurs in China. The materials are needed for absolutely everything, namely the production of military equipment, which is why China has imposed new restrictions to prevent the United States from military expansion. China is preparing to implement a “validated end-user” (VEU) system to forbid any …
https://www.msn.com/en-us/money/companies/trump-administration-explores-taking-stakes-in-more-critical-minerals-companies-report/ar-AA1NiBrS The negotiations largely involve Department of Energy grants and loans for companies that mine and process the metals and components used in batteries, according to the report, which cited consultants with clients in the talks. The talks follow the July deal where the U.S. government received a 15% stake in rare earths producer MP …
“The new currency is supported by the African Union and South Africa, the continent’s biggest economic power, and could soon be piloted in a test market…” Source:https://t.co/nYDfbqWGbZ — Gold Telegraph ⚡ (@GoldTelegraph_) August 10, 2025
🇺🇸🇨🇳 U.S. AND CHINA FACE OFF OVER MINERALS AND MONEY IN LONDON Top U.S. and Chinese trade officials met in London today to cool off their heated trade fight. The U.S. wants China to restart shipments of critical minerals needed for phones, cars, chips, and weapons. China wants… https://t.co/HrEMhnTCbn pic.twitter.com/E9Ltw499ce — Mario Nawfal (@MarioNawfal) June …
It’s not that the United States lacks rare earth minerals. Quite the opposite. From Mountain Pass in California to quiet fields in Texas, Wyoming, and Alaska, the ground is packed with critical elements. Neodymium. Praseodymium. Dysprosium. Terbium. Unfamiliar names to most Americans, yet they sit at the center of every modern supply chain. Defense. Energy. …
by David Haggith It’s always all about the oil and now rare-earth minerals and grabbing land and spreading global control. It doesn’t seem to matter who you pick as president, even the guy who claims he’s going to be all about stopping wars, all you get is more wars. Today, President Trump presented the largest …
The U.S. and Ukraine have announced an economic deal after a weekslong press by President Donald Trump on Ukraine compensate Washington for more billions in military and economic assistance to help Ukraine repel the Russian invasion.
While most retail investors were staring at AI charts and crypto candles, something massive just detonated in the quiet corners of the commodities market. Energy Fuels Inc, ticker UUUU, just moved from three fifty to four eighty and the surface barely got scratched. There is no meme pump here. What we have is a perfect …
by Michael Our current way of life could not continue without rare earth minerals. Every single day of our lives, all of us depend on technology that was built using rare earth minerals. In fact, the device that you are reading this article on right now probably contains rare earth minerals. Ultimately, rare earth minerals aren’t …
China choosing to escalate rather than deescalate. China has a near universal monopoly on rare earth minerals needed for essentially all modern manufacturing. This is a major problem. pic.twitter.com/qHeqtojax3 — Spencer Hakimian (@SpencerHakimian) April 13, 2025 BREAKING: China suspends exports of certain rare earth minerals to the United States. — Financelot (@FinanceLancelot) April 13, 2025 …
I must say, Putin’s level headedness in this crazy environment is most impressive. End the war, fix everyone’s economies, and take the world away from the brink of nuclear war. Ukraine was just Russia’s version of the Cuba missile crisis. The US stopped missiles in Cuba for reasons of self preservation, and Russia has done …
U.S. negotiators pressing Kyiv for access to Ukraine’s critical minerals have raised the possibility of cutting the country’s access to Elon Musk’s vital Starlink satellite internet system, three sources familiar with the matter told Reuters. Last fall, Ukraine floated the idea of opening its critical minerals to investment by allies. Trump has embraced the idea, …
Beijing’s curbs follow latest US limits on Chinese chip sector Exports of gallium, germanium to US already stalled Antimony prices surge this year as China stifles exports Dec 3 (Reuters) – China on Tuesday banned exports to the United States of the critical minerals gallium, germanium and antimony that have widespread military applications, escalating trade …
L.Graham: ..This war is about money ..Trump will make a “good deal” with Ukraine,.. 2-7 Trillion Dollars in Minerals for US…(not Russia) Trump will make a “good deal” with Ukraine and enrich the US with mineral resources – Senator Lindsey Graham* According to the Republican, Ukraine is the richest country in Europe in rare minerals …
Investor who bought Wyoming Brook coal mine sight-unseen for $2M learns it may contain $37BILLION worth of ‘rare earth’ minerals used for semiconductors, missiles and solar cells Randall Atkins, 71, bought the Brook Mine 12 years ago – but it wasn’t until years later that researchers found the ground contained rare earth elements His rare …