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Strategies & Market Trends : Natural Resource Stocks

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From: IC7208/6/2025 5:41:20 AM
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Hugh Bett
isopatch
roguedolphin

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Could The Rare Earth Crisis be a reason why Trump would seem to have turned 180 degree against Putin, and possibly helping Ukraine, the most corrupt country?

It's beginning to look like Trump is in the billionaire class of those wanting to reduce the population. Little strange how Trump has called out the climate scam this term, and taken US out Paris Accord his 1st term, yet never apologized for Warp Speed and harm the vax caused.
We know he's old school, but between the vax, supporting Israel, and would seem starting WWIII. Golfer72, others have called out Trump (hey, we tried, an still say, the WH has ancient tech to brainwash :) from beginning of warp speed... though do recall Trump apologized once, then saw Alex Jones mention.

From Slider ..

Why Trump won't give up the ghost on the "Warp Speed" clot shots &


And this knowing China will not allow Russia to lose to Ukraine USA NATO..


"Trump was unable to secure a tiny fraction of that amount to build a border wall during his first term, but he may achieve success this time around as the threat is a bipartisan issue—Russia, China, Iran, and North Korea. These deemed enemy nations have already stated that the Golden Dome would launch a massive arms race to militarize space."

(from article at top)

QUESTION: If Trump imposes sanctions on China for buying Russian energy, what do you expect China to do?

ANSWER: The deeper you look, the more it becomes abundantly clear. America’s defense supply chain is built on materials it doesn’t control. Missiles, fighter jets, radar systems, drones — all depend on a steady stream of materials like gallium, germanium, and rare earth magnets, and they come from China. That is why Trump was demanding access to Ukraine. This is not something that is widely discussed. But in an aggressive war, the US cannot produce jets like it did in WWII. They are more sophisticated, so you cannot produce quantities like before, and you need rare earths. NEOCONS are void of long-term strategic planning. They only look at what is in front of their nose.

******

The Rare Earth Elements Crisis – Why isn’t America Digging in Ukraine?




America is desperate for rare earth minerals. China was supplying the US with around 70% of all such minerals, but they’re not going to supply them to an enemy nation to create weapons. As I mentioned yesterday, this is precisely why America is desperate to access Ukraine. I received a few comments asking why the US has not begun digging, and unfortunately, they are unable to reach those crucial minerals due to the ongoing war.

It is estimated that Ukraine holds 5% of the world’s critical raw materials. Ukrainian officials believe they have 19 million tonnes of graphite reserves and significant deposits of titanium, rare earth metals, and lithium. The current plan would require harvesting up to HALF of Ukraine’s minerals and rare earth materials.

On April 30, 2025, Ukraine and the US finalized a minerals deal and established a United States–Ukraine Reconstruction Investment Fund. Congress approved a $50 million defense package to Ukraine through direct commercial sales (DCS). Trump is a businessman first and foremost—the mineral deal had to be approved before he would approve of any aid package. The United States now has preferential rights to extract minerals from Ukraine.

Why hasn’t the US begun digging? An estimated 50% of Ukrainian minerals are in areas under Russian control. The Donbas region, the Donetsk and Luhansk are rich in critical minerals, rare earth minerals, coal, and gas. They host the Shevchenko lithium field. Russia currently controls 40% of Ukraine’s metal resources and 56% of its coal reserves. Other essential sites are within a 10-mile radius of occupied enemy territory. Dnipropetrovsk & Kharkiv have uranium, but they are unstable due to frontline advances. Zaporizhzhia has the rare earth elements that America is seeking but it is partially occupied by Russian troops and extremely dangerous. Central and Western Ukraine could be safe for extractions, but they are far less rich in minerals.



Where else can the West turn? Europe faces the same crisis. Estonia has rare minerals, but not enough to meet demand, with the nation currently providing the US with 5% of its needs. Malaysia imports about 13% of US rare earth imports, with Japan providing another 6%. Japan has minerals, but still imports from China. They plan to begin extracting rare earth minerals from the Minami-Torishima Island in 2026, marking the world’s first large-scale mining operation 6,000 meters beneath the ocean. Scientists believe that the area could contain around 16 million tonnes of rare earth elements, but that is a mere estimate. Malaysia has a low mineral reserve in comparison to other nations and cannot be an alternative supplier. Malaysia hosts the Lynas Corporation, the biggest rare earths processor outside China, but the nation has modest reserves.

So while Ukraine may hold nearly $15 trillion worth of crucial minerals and 15% of the world’s reserves, they cannot be accessed due to the ongoing war. China and Russia are abundant in minerals and have no restrictions when it comes to weapon production. China has pioneered molten salt reactors to produce uranium and convert it into nuclear energy. America’s enemies have a notable advantage right now and there are no reliable alternatives.


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