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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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From: maitri10/12/2025 9:22:54 PM
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According to FT, the Pentagon’s new buying activity would involve not only rare earths but also metals not previously mentioned for a national stockpile. Recent filings seen by the paper showed that DLA intends to buy up to $500 million of cobalt, $245 million of antimony from US Antimony, $100 million of tantalum from an undisclosed American supplier, and a combined $45 million of scandium from Rio Tinto and Illinois-based APL Engineered Materials.

mining.com

How to play this using ETFs?

EVMT – Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF.
KMET – KraneShares Electrification Metals Strategy ETF.
BATT – Amplify Lithium & Battery Technology ETF.
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