Jul. 11 at 4:50 PM
🇺🇸 The U.S. is coming for China’s REE chokehold — and rare earth stocks are on 🔥
💥 After
$439M in DoD spending, the Pentagon just inked a 10-year PPP with
$MP for its massive “10X Facility” to produce critical magnet metals.
$MP is up 178% YTD, +46% this week, now at
$45.78.
🦾
$REEMF also heating up — backed by
$553M in EXIM debt for its Bear Lodge project. YTD: +152%. Still trading under
$1 👀
🌏 Outside the U.S.,
$LYSCF &
$LYSDY are the REE kings. Both surged after
$MP's deal as investors bet big on Western REE independence.
💡 F-35 jets need 920 lbs of REEs. Smartphones, EVs, smart bombs… they all depend on China.
The real question: who will own the next oil?