On October 9th, The Pentagon launched an unprecedented emergency stockpiling program for critical minerals.
Why? Because America faces a terrifying vulnerability…
China controls 70% of global rare earth mining and 90% of processing. And they just restricted exports of 12 critical minerals America desperately needs.
Without these minerals, America can’t build:
- Fighter jets (each F-35 requires 920 pounds of rare earths)
- Submarines (9,200 pounds per Virginia-class submarine)
- Electric vehicles (every EV motor needs 2 kg of rare earth magnets)
- Wind turbines (600 kg of magnets per megawatt)
- Smartphones, medical devices, or even basic electronics
Over 80,000 military components across 1,900 weapons systems depend on these minerals. Every lithium-ion battery requires rare earths. Every electric motor. Every advanced technology.
And one tiny company has already secured pentagon backing, built a 310,00 sqft manufacturing facility and acquired the West’s leading rare earth processor.
JPMorgan Chass just committed $10 billion to this sector. Warren Buffett, Bill Gates, and Jeff Bezos are all positioning themselves.
Goldman Sachs calls it “a once-in-a-lifetime opportunity.”
China’s new restrictions take effect December 1, 2025, so time is of the essence.
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