Expanding US Rare Earths Supply Chain

Rare Earth & Supply Chain - The US needs more rare earth minerals for consumer electronics and overall technological evolution [1] - Developing the rare earths supply chain is crucial, similar to the energy supply chain [2][3] - The US aims to maintain its air dominance through low-cost electricity production, supported by a well-developed energy supply chain [2][5] AI & Electricity - AI's foundation relies on data and electricity, creating investment opportunities in critical enablers and infrastructure [4][5] - The next decade is predicted to be the "age of electricity," with electricity becoming the "new oil" [5] - Utility sector is up more than 40%, ranking as the third best performing group in the S&P 500 [3] Data Centers & Investment - Companies are transforming from Bitcoin miners to data center operators due to electricity availability, leading to valuation increases [7] - Investment portfolios are underrepresenting the enablers and infrastructure companies that support AI development [10][11] - The industry is focusing on data storage devices, network switches, electricity generation, cabling, and servers as key infrastructure components [10]