Core Viewpoint - Nuclear power concept stocks have strengthened significantly, driven by a new bipartisan legislative proposal aimed at establishing a $2.5 billion Strategic Resilience Reserve for critical minerals, which seeks to reduce dependence on external supply chains and ensure stable raw material supply for domestic technology and manufacturing [1] Group 1: Stock Performance - Talen Energy (TLN.US) has increased by over 10% [1] - Vistra Energy (VST.US) has risen by more than 7.5% [1] - Energy Fuels (UUUU.US) has gained over 5% [1] - Constellation Energy (CEG.US) has seen an increase of nearly 4% [1] Group 2: Legislative Proposal - The proposal, named the SECURE Minerals Act, is set to be introduced by Senators Jeanne Shaheen and Todd Young, along with Representatives John Moolenaar and Rob Wittman [1] - The act aims to create a critical mineral trading center, functioning similarly to the Strategic Petroleum Reserve in terms of physical storage and resembling the Federal Reserve in governance [1] - The initiative is designed to oversee the storage and release of critical materials through a regulatory committee [1]

Group 1: Hot News - Trump denied his involvement in the Justice Department's subpoena to the Federal Reserve and said Fed Chair Powell's performance was poor [2] - Guangzhou Futures Exchange warned of market uncertainties and price fluctuations, and will strengthen supervision [2] - Shanghai Gold Exchange notified significant price fluctuations in precious metals and advised risk prevention [2] - The Australian government plans to buy and stockpile key minerals worth A$1.2 billion from local miners [2] Group 2: Sector Performance - Key commodities to watch: silver, caustic soda, tin, nickel, PVC [3] - Night - session performance: non - metallic building materials rose 2.05%, precious metals 32.45%, etc. [3] Group 3: Sector Position - Shows the five - day change in commodity futures sector positions from January 6 - 12, 2026 [4] Group 4: Major Asset Performance - Equity: Shanghai Composite Index rose 1.09% daily, 4.95% monthly and yearly; other indices had various performances [5] - Fixed - income: 10 - year Treasury futures rose 0.06% daily, - 0.01% monthly and yearly; others had different changes [5] - Commodities: CRB Commodity Index rose 0.85% daily, 1.76% monthly and yearly; other commodities also had different performances [5] - Others: the US Dollar Index fell 0.24% daily, rose 0.64% monthly and yearly; CBOE Volatility was flat daily, fell 3.08% monthly and yearly [5] Group 5: Stock Market Risk Preference and Commodity Trends - Displays the trends of major commodities such as BDI, CRB index, WTI crude oil, etc. [6]

Core Insights - The U.S. Department of Defense plans to procure up to $1 billion worth of critical minerals as part of a global inventory reserve program to address supply chain challenges [3][5] - Recent procurement intentions include $500 million for cobalt, $245 million for antimony, $100 million for tantalum, and $45 million for scandium, indicating a significant increase in procurement scale compared to historical efforts [3][5][6] - Analysts express skepticism regarding the feasibility of the proposed quantities within the five-year timeframe, as they exceed U.S. annual production and import levels for many minerals [5][6] Procurement Details - The Defense Logistics Agency's recent procurement intentions include approximately 3,000 tons of antimony, while the U.S. Geological Survey estimates total antimony consumption for 2024 at 24,000 tons [6] - The agency is also seeking potential procurement information for 222 tons of indium ingots, which is comparable to the estimated refined indium consumption of about 250 tons in 2024 [6] - The procurement targets for rare earths, tungsten, bismuth, and indium reflect a growing awareness of the strategic importance of these materials [7] Market Reactions - Market participants are surprised by the scale of the procurement requests, with many considering the quantities unrealistic given the proposed five-year timeframe [5][6] - The procurement activities signify a notable acceleration in the U.S. government's focus on critical minerals, driven by the Trump administration's initiatives [5] - Industry executives indicate that these plans demonstrate the government's recognition of the critical nature of these materials and a desire to support domestic production capabilities [7]

Core Insights - The U.S. Department of Defense is seeking to procure critical minerals worth up to $1 billion as part of a global inventory reserve plan to address challenges in the supply chain of key metals [1][2] - The procurement plan includes significant purchases of cobalt, antimony, tantalum, and scandium, highlighting the strategic importance of these minerals for defense systems [1][2] Group 1: Procurement Details - The Department of Defense plans to purchase up to $500 million worth of cobalt, $245 million worth of antimony from U.S. Antimony Corporation, $100 million worth of tantalum from an undisclosed U.S. company, and $45 million worth of scandium from Rio Tinto and APL Engineering Materials [1][2] - The procurement targets exceed conventional market sizes, with the requested quantities often surpassing U.S. annual production and import levels [2][3] Group 2: Strategic Importance - These critical minerals are essential for nearly all weapon systems and technologies such as radar and missile detection systems, indicating their priority status for the Department of Defense [1][2] - The Department of Defense's inventory, valued at $1.3 billion as of 2023, includes dozens of alloys, metals, rare earths, ores, and precious metals stored in warehouses across the country [2] Group 3: Market Reactions - Market analysts expressed surprise at the scale of the procurement requests, with some considering the quantities unrealistic within the proposed five-year timeframe [2][3] - The Department of Defense's focus on securing these minerals reflects a growing awareness of their criticality and the need to support domestic production capabilities [4]

Core Viewpoint - The U.S. Department of Defense is seeking to procure key minerals worth up to $1 billion, indicating an acceleration in the Trump administration's efforts to strengthen the critical mineral supply chain [2][5]. Group 1: Procurement Plans - The Department of Defense plans to purchase cobalt valued at up to $500 million, antimony up to $245 million, tantalum up to $100 million, and approximately $45 million worth of scandium [5]. - The Defense Logistics Agency (DLA) is also gathering information on rare earth elements, tungsten, bismuth, and indium to further expand its reserves [6]. Group 2: Market Reactions - Market participants are shocked by the DLA's planned procurement volumes, which in many cases exceed the annual production and import levels of the U.S. [3][9]. - The stock prices of rare earth and critical mineral companies have surged, with USA Rare Earth up over 180%, MP Materials soaring over 400%, and Energy Fuels rising nearly 300% this year [10]. Group 3: Strategic Importance - The procurement initiative reflects the U.S. government's recognition of the importance of these materials and its desire to support domestic production capabilities [9]. - The DLA's actions are part of a broader strategy that includes a proposed $5 billion mining investment fund aimed at increasing critical mineral supply [9][10].