For decades, America’s mining industry has suffered under the albatross of strict regulation and layers of red tape.
But almost overnight, President Trump has changed all of that.
So much so that his latest order could preclude a new golden era for American miners.
The directive — “Immediate Measures to Increase American Mineral Production” — is a game-changer.
It establishes U.S. mineral production not just as an economic objective, but as a national security necessity.
“Our national and economic security are now acutely threatened by our reliance upon hostile foreign powers’ mineral production,” the order noted. “It is imperative for our national security that the United States take immediate action to facilitate domestic mineral production to the maximum possible extent.”
And last week, the Energy Department outlined its plan to fulfill Trump’s mandate.
The DOE is proffering up $1 billion in funding to accelerate the development of U.S. critical minerals and materials.
This money will help scale up mining operations, expand processing and manufacturing capacity, and lubricate materials supply chains.
The list of critical metals includes staples like copper, uranium, potash, and gold, as well as battery metals like lithium.
But the runaway winner is rare earth metals.
To start, the Advanced Materials and Manufacturing Technologies Office will make $50 million available to enhance processes in the rare-earth magnet supply chain, as well as processes to refine and alloy gallium, gallium nitride, germanium, and silicon carbide for use in semiconductors.
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It will also support cost-competitive technologies for direct lithium extraction and separation and critical-material separation technologies to extract useful elements from byproducts and scrap.
The Office of Fossil Energy and Carbon Management is opening up $250 million of financial assistance for industrial facilities that have the potential to produce valuable mineral byproducts from existing industrial processes.
The Office of Manufacturing and Energy Supply Chains (MESC) is putting $135 million to work to enhance domestic supply chains for rare earth elements (REEs).
The goal of this initiative is to reduce America’s dependence on foreign sources of REEs by demonstrating the commercial viability of methods for domestically refining and recovering REEs from mine tailings, deleterious material, and waste streams.
Furthermore, the MESC is putting $500 toward the expansion of U.S. critical mineral and materials processing and derivative battery manufacturing and recycling.
This funding will support commercial facilities that process, recycle, or utilize critical materials for manufacturing. This also includes traditional battery minerals such as lithium, graphite, nickel, copper, aluminum, as well as rare earth metals.
And finally, the Advanced Research Projects Agency-Energy (ARPA-E) plans to spend $40 million to develop technologies to recover critical minerals from industrial wastewater.
In all, it’s a massive boon for the mining industry — and especially those focused on rare earth metal extraction.
The ultimate goal, of course, is to break China’s ironclad grip on the industry and make America an independent producer.
China has a global monopoly on rare earth metal production and processing.
And it hasn't been shy about leveraging that position with trading restrictions and export bans.
That market dominance simply cannot be allowed to persist any longer.
Of course, if you’re a longtime reader, you know our in-house energy expert Keith Kohl has been on top of this for a while.
He’s even uncovered a little-known mining company that’s soared roughly 80% this year specifically because it’s vital to America’s national security interest.
It’s the epitome of everything this order is meant to promote.
Just a few months ago, it was trading for a scant $10 per share, but today it’s going closer to $20.
And that’s just the beginning, because with its new $100 billion bounty, it’s poised to shoot into the stratosphere.
So make sure you get the details on the stock right here in Keith’s latest report.
Fight on,
Jason Simpkins
Simpkins is the founder and editor of Secret Stock Files, an investment service that focuses on companies with assets — tangible resources and products that can hold and appreciate in value. He covers mining companies, energy companies, defense contractors, dividend payers, commodities, staples, legacies and more… He also serves as editor of The Crow’s Nest where he analyzes investments beyond the scope of the defense sector.
For more on Jason, check out his editor's page.
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