China just weaponized the metals that power AI, EVs, and defense.
Only one U.S. company can produce them — and Trump could be ready to give it “national security” status.
If that happens, its stock won’t just rise. It’ll detonate.
AI runs on these rare earths. Data centers, Teslas, missiles — all depend on them.
This is the next great American comeback story… and the profits could be legendary.
Before the news cycle catches up — get the full briefing now:
A MESSAGE FROM OUR PARTNER
The artificial intelligence revolution runs on chips made with gallium. Electric vehicles roll on motors powered by neodymium magnets. Missile guidance systems depend on samarium that can withstand temperatures hot enough to melt lead. All of these materials flow through the same narrow gate—and Beijing holds the key.
The past decade's technology boom has created an unexpected strategic vulnerability. AI data centers, EV production lines, and defense modernization programs all demand rare-earth elements and critical minerals that China refines at industrial scale. In October 2025, Beijing expanded export controls to twelve of seventeen rare-earth elements, including holmium, erbium, thulium, europium, and ytterbium. The message was clear: technological supremacy now depends on who controls the periodic table.
The Weaponization of Metals
China's strategy has evolved from volume restrictions to capability control. Earlier measures in 2023 targeted gallium and germanium—materials essential for semiconductors, fiber-optic cables, and advanced radar systems.
Earlier restrictions on seven rare-earth elements, gallium, germanium, and antimony remain in effect. China's dominance remains structural: the country controls roughly 70 percent of global mining and 90 percent of processing capacity. The bottleneck exists not in extraction but in separation and refining, technologies China has mastered through decades of state-directed investment unburdened by Western environmental and economic constraints.
|
The American Response
Washington has shifted from rhetoric to capital deployment. In July 2025, the Pentagon invested $400 million in MP Materials, becoming the company's largest shareholder in exchange for preferred stock and securing supply of neodymium-praseodymium oxide under a ten-year contract with a price floor of $110 per kilogram. The Pentagon’s $400 million investment in MP Materials secured long-term supply of neodymium-praseodymium oxide under a ten-year contract.
New partnerships, such as Vulcan Elements, aim to replicate the MP Materials model with public-private funding. Since 2020, Washington has directed over $1 billion into rare-earth and battery-supply-chain projects.
The U.S. Geological Survey expanded its critical-minerals list in 2025, unlocking new tax credits and research funding.
Crash Expert: “This Looks Like 1929” → 70,000 Hedging Here
Mark Spitznagel, who made $1B in a single day during the 2015 flash crash, warns markets are mimicking 1929. Yeah, just another oracle spouting gloom and doom, right?
Vanguard and Goldman Sachs forecast just 5% and 3% annual S&P returns respectively for the next decade (2024-2034).
Bonds? Not much better.
Enough warning signals—what’s something investors can actually do to diversify this week?
Almost no one knows this, but postwar and contemporary art appreciated 11.2% annually with near-zero correlation to equities from 1995–2024, according to Masterworks Data.
And sure… billionaires like Bezos and Gates can make headlines at auction, but what about the rest of us?
Masterworks makes it possible to invest in legendary artworks by Banksy, Basquiat, Picasso, and more – without spending millions.
23 exits. Net annualized returns like 17.6%, 17.8%, and 21.5%. $1.2 billion invested.
Shares in new offerings can sell quickly but…
*Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.
The Industrial Undercurrent
Capital is rotating from digital promises toward the physical economy that enables them. Private infrastructure assets under management surged from $500 billion in 2016 to $1.5 trillion in 2024, with allocations shifting from traditional utilities toward energy transition and critical mineral supply chains.
Global capital is rotating from digital bets to physical infrastructure, with record inflows into critical-material supply chains.
Rare-earth prices reflect the reorientation. Neodymium-praseodymium oxide prices surged 40 percent through October 2025, with a single-week gain of 13.6 percent following China's export control announcement.
The shift extends across the technology stack. Each F-35 fighter jet requires more than 400 kilograms of rare-earth materials for weapons targeting, radar, and propulsion systems.
Partner Resources:
▶ Have You Signed Trump’s Letter Yet?
(by American Alternative Assets)
▶ Tesla’s Robots Are Already Moving
(by Brownstone Research)
▶ Why Are So Many Americans Switching to These Cards?
(by FinanceBuzz)
The Elements Beneath Every Empire
The contest over critical minerals reveals a deeper truth about power in the twenty-first century. Digital infrastructure, clean energy systems, and advanced weapons platforms all depend on the same narrow set of materials refined through complex, capital-intensive processes that take years to establish. Control over these midstream capabilities confers leverage comparable to traditional energy dominance—perhaps greater, given the impossibility of substitution.
China recognized this two decades ago and invested accordingly. The United States is responding with unprecedented government involvement in industrial supply chains, blurring lines between national security and commercial enterprise. The outcome will determine not which country leads in artificial intelligence or electric vehicles, but which possesses the foundational capacity to build those technologies at scale.
Every digital revolution begins in the ground—and ends with whoever controls itth whoever controls it.
Deniss Slinkins,
Global Financial Journal
