⚡ Trump Expands U.S. Critical Minerals Push ⚡
In 2026, the Trump administration moves to secure domestic rare earths 🌎🔋 – neodymium, dysprosium, and other elements vital for semiconductors, EVs, defense, and renewables.
📌 Key Moves:
10% equity in USA Rare Earth ($1.6B) + $1.3B gov-linked financing for Texas & Oklahoma facilities 🏭
Earlier: turning federal grants into equity in semiconductor & materials firms 💹
💥 Impact:
Reduces reliance on foreign suppliers (China) ⚠️
Boosts national security & industrial competitiveness 🛡️
Market spikes in targeted companies 📈
Risks: government ownership can create fiscal & operational challenges ⚡
This marks a bold shift: active gov participation in strategic sectors vs. free-market norms ⚖️ – balancing security, growth & supply chain resilience.
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