Aug. 10 at 4:39 PM
With a new 15% tariff on Chinese materials and the Pentagon taking a
$400M stake in America's sole rare earth mine, the U.S. supply chain is officially being rewired. Watch these 5 domestic beneficiaries:
$MP | US rare earth monopoly, revenue up 89% on magnet demand
$USAR | Texas critical mineral deposit aiming for 2028 production
$LYSDY | Top ex-China producer building US processing capacity
$PPTA | Controls the only major domestic antimony reserve
$NVX | Scaling domestic critical battery materials production
Aligning with defense CapEx creates unmatched asymmetry.
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