🇺🇸⚙️ Trump Administration Bets Big on Rare Earths
$1.6B boost to USA Rare Earth signals America’s push for mineral independence
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- Massive Investment: $1.6B package → $277M equity stake + $1.3B loans under the CHIPS Act.
- Government Ownership: U.S. now holds 10% stake in USA Rare Earth.
- Strategic Assets:
- Sierra Blanca, Texas mine → 15 of 17 rare earth elements.
- Magnet plant in Oklahoma → critical for EVs, wind turbines, defense tech.
- Private Funding: $1B+ raised via Cantor Fitzgerald PIPE deal.
- Valuation Surge: Company now worth $3.7B, shares doubled in 2026.
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🌍 Why It Matters
- National Security: Rare earths power fighter jets, missiles, semiconductors, and clean energy.
- Supply Chain Resilience: Reduces reliance on China’s rare earth dominance.
- Industrial Strategy: Part of Washington’s broader resource nationalism push.
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