#PreciousMetalsTurbulence

🚹Trump launches a $12B critical minerals stockpile

Explicit goal.... Counter ChinađŸ’„

‱ State becomes buyer of last resort

‱ Demand is guaranteed

‱ Price sensitivity drops

‱ Capital flows front-run procurement

Look at the board.

Rare earths.

‱ $MP $USAR $CRML

Copper.

‱ $FCX $IVN $HBM

Uranium.

‱ $CCJ $UEC $NXE

Lithium.

‱ $ALB $SQM $LAC

Graphite ,antimony , beryllium

‱ $NVX $UAMY $MTRN

This is about strategic scarcity.

#Trump #Copper #rareearth #energy #uranium #nuclear

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