Beyond the Headlines: America’s Critical Mineral Push

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This week in Beyond the Headlines, the series where we deliver clear, actionable insights by cutting through market noise to explain what’s happening, why it matters, and how it connects to real investing opportunities, our focus is on critical minerals.

What’s Happening

The Pentagon is looking to buy as much as $1 billion in critical minerals, a move Washington hopes will offset China’s recent export restrictions on rare earths and related materials. The Defense Logistics Agency (DLA) initiative would stockpile essentials like cobalt, antimony (remember this word), tantalum, and scandium, which are all vital to such defense technologies as radar systems and fighter jets.

Why It Matters

These minerals get their “critical” label because they are essential to national security, powering missile-detection systems and other advanced electronics. In an era of deglobalization where America and China each want to dominate, China’s stranglehold and refusal to export poses a national security risk. The Pentagon, the U.S. military, and American defense companies won’t be able to maintain current weapons systems or develop new ones without critical materials, and the lack of them could tip the scales on who calls the shots in an uncertain geopolitical future.

Investable Takeaway

In response to China’s militant stance and bulked-up export restrictions, President Donald Trump on Friday unveiled an additional 100% tariff on all Chinese imports starting in November. Those levies get stacked atop existing duties of around 30%.

President Trump justified the retaliatory measures by blasting Beijing’s “extraordinarily aggressive position on trade.”

Investors were clearly rattled, with every major stock index taking a hit.

In the face of this sell-off, one critical mineral company saw its shares surge nearly 8% on the day. And it was a company we told you about October 1.

Shares are now up 25% (as of this morning) since we first launched our coverage less than two weeks ago.

The company we’re talking about is a miner that hasn’t started production …

It’s not profitable …

And it’s not the kind of company we typically spotlight.

But it’s sitting on an estimated $18 billion in gold reserves, plus a mineral that’s even more important.

Remember a moment ago the term we told you to tuck away and to remember?

Antimony (sounds like: AN-tih-moh-nee)?

This company we’re talking about has the potential to become the only domestic source of mined antimony, a critical mineral used in defense tech, semiconductors, and energy storage.

This could create a legal monopoly in a sector where China has cut off exports and continues to try and weaken access to critical minerals.

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