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Strategies & Market Trends : Taking Advantage of a Sharply Changing Environment
NRG 153.32+6.1%Feb 6 9:30 AM EST
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From: Doug R1/4/2026 3:51:25 PM
1 Recommendation

Recommended By
Woody

   of 6369
 
WWIII kinetics.....

An excellent (and lengthy-ish) analysis:
.
The Venezuelan Oil Narative is PURE THEATRE

Tracy (Chi)

renegaderesources.pro

In short:

"What justifies this action, from a Pentagon strategic perspective, is the convergence of three existential threats from America’s three primary adversaries. China has embedded operational control into critical mineral extraction that feeds weapons manufacturing. Iran has established drone production facilities within strike range of the continental United States. Russia has deployed military advisers and integrated air defense systems in the Caribbean. Venezuela represents the only location where all three adversaries operate simultaneously. The oil is secondary. Breaking Chinese supply chain dominance, eliminating Iranian manufacturing capability, and expelling Russian military presence are primary.

The Pentagon’s Critical Minerals Crisis

The Department of War has allocated $7.5 billion under the One Big Beautiful Bill Act specifically for critical minerals, with $1 billion already deployed to stockpile antimony, bismuth, cobalt, indium, scandium, and tantalum. This is not economic policy. This is national security infrastructure. The United States is 100% import reliant for 12 critical minerals and over 50% reliant for 28 of the 50 minerals classified as essential to national security. These materials are not interchangeable. They cannot be substituted. They form the irreducible foundation of modern weapons systems."
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