🚨BREAKING: The Pentagon is becoming the largest shareholder in an American rare earth mining company.
This is one of the biggest moves yet to decouple from China—and it's a Trump administration masterstroke.
Here’s what just happened—and why it matters 🧵
This is one of the biggest moves yet to decouple from China—and it's a Trump administration masterstroke.
Here’s what just happened—and why it matters 🧵
2/ Rare earth elements are in everything:
Fighter jets
Missiles
Drones
EVs
Phones
AI hardware
China controls over 80% of global production. That’s a national security disaster—and Trump just took it head on.
Fighter jets
Missiles
Drones
EVs
Phones
AI hardware
China controls over 80% of global production. That’s a national security disaster—and Trump just took it head on.
3/ Of course the real question is how generations of American leaders let China become dominant.
The U.S. has enough rare earth elements to supply 85% of the needs of the WHOLE WORLD.
But Jimmy Carter shut down our refining capabilities.
rodmartin.org/p/breakthrough…
The U.S. has enough rare earth elements to supply 85% of the needs of the WHOLE WORLD.
But Jimmy Carter shut down our refining capabilities.
rodmartin.org/p/breakthrough…
4/ The Trump Pentagon is investing billions in MP Materials—a U.S. rare earths firm—to build a second domestic magnet plant by 2028.
The DoD will take a 15% stake, becoming MP’s largest shareholder.
Wall Street is backing it. Stock spiked 54% on the news.
The DoD will take a 15% stake, becoming MP’s largest shareholder.
Wall Street is backing it. Stock spiked 54% on the news.
5/ The deal includes:
— $400M in preferred stock
— $150M loan
— 10-year purchase guarantees
— $140M minimum revenue floor
— $1B private financing from JPMorgan & Goldman
— $400M in preferred stock
— $150M loan
— 10-year purchase guarantees
— $140M minimum revenue floor
— $1B private financing from JPMorgan & Goldman
6/ All U.S.-made magnets from the new “10X Facility” will go to defense & commercial customers inside America.
We’re talking 10,000 metric tons/year of domestic magnet production.
No more begging China.
We’re talking 10,000 metric tons/year of domestic magnet production.
No more begging China.
7/ MP will also expand its California site—where they mine, refine, and separate rare earths all on U.S. soil.
This is the only facility of its kind in the Western Hemisphere.
This deal turns it into a national strategic asset.
This is the only facility of its kind in the Western Hemisphere.
This deal turns it into a national strategic asset.
8/ Trump is pushing to create a rare earths supply chain here, in Canada, in Greenland, and in Ukraine.
No more Chinese dominance. And he's moving FAST.
MP CEO: “This marks a decisive action by the Trump administration to accelerate American supply chain independence.”
Yes!
No more Chinese dominance. And he's moving FAST.
MP CEO: “This marks a decisive action by the Trump administration to accelerate American supply chain independence.”
Yes!
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