The American Miner Breaking China’s Monopoly

Back in the 1980s, a man named Jack Lifton used to lecture anyone who’d listen about the coming rare earth crisis.

Most folks stared at him like he’d just returned from Roswell.

“Rare what?” they’d ask. “Earthworms?”

Today, Jack looks like a prophet. Or maybe just someone who paid attention to the periodic table while the rest of Washington was distracted by pork-barrel politics and pork sandwiches.

Because now, rare earths aren’t just some obscure corner of geology — they’re the beating heart of America’s high-tech future. 

You can’t build an F-35 fighter jet, a Tesla, or an AI data center without them… and the magnets? Oh, the magnets, that’s where today’s story really begins.

Earlier this month, China — supplier of over 90% of the world’s rare earth magnets — reported a record surge in magnet exports. 

Keep in mind that most of those magnets are bound for Western markets. You know, the same guys that keep talking about “strategic independence.”

It’s like watching someone chained to a radiator ordering a pair of wire cutters on Amazon… from the guy holding the chain.

It might honestly be the most underreported national security crisis in America. Fortunately, it’s one President Trump seems eager to fix.

When he succeeds — and if you’re holding the right stocks — you’re going to make a fortune.

Hold up just a second and let’s rewind a bit back to October 2020. 

Amid rising tensions with China, President Trump inked an executive order of monumental importance, yet it seemingly fell on deaf ears at the time. 

You see, what he did was declare a national emergency over the U.S. reliance on foreign critical minerals. The language was blunt: If we can’t produce them ourselves, we’re toast — economically, militarily, and technologically. 

That was five years ago!

Since then, we’ve held hearings, released white papers, and formed subcommittees. In true Washington fashion, most of it ended up in a drawer. 

And yet, the threat never went away.

Our very own Department of the Interior has been sounding this alarm even longer, too. There’s no getting around the fact that the U.S. is heavily dependent on China and Russia for dozens of critical minerals, and right at the top of the list are rare earths. 

Yes, that list includes dysprosium, neodymium, terbium, and other minerals that sound like rejected names from a Tolkien novel but are essential to everything from hypersonic missiles to MRI machines.

But is the U.S. government finally getting the message? Maybe. Representative Young Kim, who’s been one of the loudest voices on Capitol Hill, recently said what everyone in the defense community already knows: “Our enemies control our supply chain.”

Right now, nearly every major AI chip, satellite, drone, and EV battery rolling off an American assembly line is one geopolitical spat away from becoming vaporware.

This isn’t just about protecting American jobs. It’s about defending American existence in the 21st century arms race.

That’s why President Trump has moved from executive orders to full-blown economic warfare — cutting trade deals, wooing allies, and throwing weight behind a new generation of American miners.

Just a few weeks ago, his team signed a trade deal with Indonesia that helps unshackle exports of critical minerals to the U.S. That’s not just trade policy — it’s triage. 

You see, we’re plugging holes in our supply chain right now like a submarine crew patching leaks.

Then came Japan.

In a historic trade win for President Trump, Japan pledged a $550 billion investment in America, which includes our energy infrastructure and domestic production and refining of critical minerals mining. 

That’s putting real dollars flowing into real projects on American soil.

And the private sector? It’s already sprinting.

Apple, that paragon of outsourced everything, just inked its own $500 million deal with MP Materials to build a U.S.-based rare earth magnet supply chain. 

Before you clap Tim Cook on the back for such a philanthropic gesture, remember that this investment is a bet on the future of U.S. technology — and by extension, Apple’s profit margins.

But it’s also a major signal to individual investors like us, too. 

Since that deal was announced, shares of MP Materials has surged 108% — more than doubling shareholder value in a matter of weeks. 

Let that sink in: One deal. One miner. Double your money.

And it’s just the beginning.

Why?

Well, the veteran members of our investment community here know that the U.S. is sitting on vast, underdeveloped reserves of critical minerals — especially in the West and Mountain states. 

For decades, red tape and environmental litigation kept them locked in the ground. Now, with China breathing down our neck and AI infrastructure devouring rare earths like popcorn, those barriers are starting to crack.

We’re not talking about building mines in the abstract. We’re talking about an industrial revival with stakes higher than anything we’ve seen since the Cold War.

Forget coal. Forget shale.

The next American boom will be built on elements you can’t pronounce — and fortunes will be made digging them up.

We’re not just facing a supply chain crisis — we’re facing a generational opportunity.

The Cold War was won with steel, oil, and silicon.

This one will be won with lithium, cobalt, and rare earths.

And unlike Jack Lifton, you don’t need to be a prophet to see what’s coming.

You just need to be early.