Core Insights - President Trump announced "Project Vault," establishing a $12 billion U.S. critical mineral reserve, significantly impacting rare earth stocks, particularly Critical Metals Corp. (CRML), which surged 35% following the announcement [1][3][4] Group 1: Project Vault and Its Implications - Project Vault represents a strategic initiative to stockpile critical minerals, akin to a Strategic Petroleum Reserve, ensuring the U.S. government becomes a major buyer in the rare earth sector [4][5] - The program is financed with $10 billion from the Export-Import Bank and $2 billion in private capital, targeting materials essential for AI, electric vehicles, and defense systems [5][6] - The initiative guarantees federal purchases, providing demand certainty that is crucial for mining projects to secure financing and advance operations [5][11] Group 2: Market Dynamics and Geopolitical Context - China dominates the rare earth market, controlling approximately 70% of global mining and 90% of refining capacity, creating dependency for critical U.S. industries [6][7] - The U.S. has historically relied on China for these materials, which poses risks during trade disputes, highlighting the need for domestic production capabilities [6][12] Group 3: Companies Positioned to Benefit - MP Materials (MP) operates the only functioning rare earth mine in the U.S. and is expanding into refining [7][8] - USA Rare Earth (USAR) is developing the Round Top project in Texas, focusing on heavy rare earths for military applications [8] - Energy Fuels (UUUU) processes rare earths at its White Mesa Mill in Utah, one of the few U.S. facilities capable of producing separated oxides [8] - Critical Metals Corp. (CRML) controls the Tanbreez deposit in Greenland, aligning with U.S. efforts to diversify supply sources [8] - American Rare Earths (ARRN) is advancing the Halleck Creek project in Wyoming, responding to defense procurement rules that limit Chinese materials [8] Group 4: Broader Industrial Ecosystem - The development of domestic rare earth capacity necessitates significant industrial infrastructure, extending opportunities beyond mining companies [9][10] - Companies like Olin (OLN) provide specialized chemicals for processing, while Caterpillar (CAT) supplies heavy equipment for mine development [10] Group 5: Future Outlook and Investor Considerations - Analysts estimate a timeframe of three to seven years for meaningful domestic capacity to materialize, with federal backing reducing financing uncertainty [11][12] - The focus for investors should be on the U.S. rebuilding its domestic capacity for critical materials, which are essential for AI, EVs, renewable energy, and military applications [12][13]

With its special forces playing a key role in Trump’s national security missions, the Coast Guard is standing up a new command for its elite teams. These special forces units have ramped up drug interdictions in the Caribbean and the Pacific, leading seizers of oil tankers. WSJ’s Shelby Holliday visited a unit in Miami to learn more. #CoastGuard #Trump #WSJ ...

Higher prices and national security are fuelling investment https://t.co/4PL28q8E41 ...

Unredacting the Epstein files would be very bad for Israeli national security.Bethany O’Leary 🇺🇸 🦅 (@BBMagaMom):🚨 Speaker Mike Johnson just admitted the Epstein files must stay redacted for “national security concerns.”National FKN security?!?! Really??A pedophile trafficker raped kids for decades while rubbing elbows with the elite, intelligence agencies, and probably half of DC, https://t.co/59MmLLJAkM ...

CLIMATE RULES, ROLLING BACK AN OBAMA HAPPEN AARON I'LL SEE REGULATING FOSSIL FUELS. -- OBAMA-ERA POLICY REGULAR IN FOSSIL FUELS. DOUG BURGUM, YOU HAVE BEEN THE MAN.I WANT TO GET TO WHAT HAS HAPPENED WITH REGULATIONS. MR. SECRETARY, WHAT IS PROJECT VAULT AND HOW SHOULD I BE THINKING ABOUT THIS IN COMPARISON TO THE SPR.SEC. BURGUM: THE STRATEGIC PETROLEUM RESERVE HAS CREATED A GREAT BUFFER ON PRICE SHOCKS FOR AMERICAN CONSUMERS FOR DECADES AND DECADES. HAVE NO EQUIVALENT ON CRITICAL MINERALS. THERE ARE 60 MIN ...

It's really unusual for the FAA to come out with such a broad closure of the airspace, especially around a major airport and for such a long period of time. So this is a ten day period until February 20th. And the fact that it came so suddenly and it sort of caught the airlines and other uses of the airspace by so unawares, that sort of really makes how sort of unusual this move is.And we're still trying to figure out what the reasons are. But I mean, the city council talks about how they haven't been they ...

>> THIS IS BLOOMBERG BUSINESSWEEK DAILY, REPORTING FROM THE MAGAZINE THAT HELPS GLOBAL LEADERS TO STAY AHEAD WITH INSIGHT ON THE PEOPLE, COMPANIES, AND TRENDS SHAPING TODAY'S COMPLEX ECONOMY. PLUS GLOBAL BUSINESS, FINANCE, AND TECH NEWS AS IT HAPPENS. BLOOMBERG BUSINESSWEEK DAILY WITH CAROL MASSAR AND TIM STENOVEC ON BLOOMBERG RADIO, TELEVISION, YOUTUBE, AND BLOOMBERG ORIGINALS.KAILEY: VERY GOOD AFTERNOON. THIS IS BLOOMBERG BUSINESSWEEK DAILY. CAROL MASSAR AND TIM STENOVEC.IT IS -- S&P 500 BRIEFLY HITTING A ...

But we begin tonight with a tr of federal agencies all facing self-inflicted political crisis. Breaking tonight, MSNOW confirms Director of National Intelligence, Tulsi Gabbard, will appear before the Senate Intelligence Committee on March 18th. That's according to a source familiar with the matter.That comes as we learn new details about that top secret whistleblower complaint, Gabbard attempted to shield from key parties. According to the New York Times, the complaint involved an intelligence intercept of ...

China signaled greater efforts to protect national security in Hong Kong after the sentencing of Jimmy Lai renewed foreign governments’ calls for the former media mogul’s release https://t.co/m3VL9PhH3m ...

RT Hany Girgis (@SanDiegoKnight)Serious question.How are U.S. defense contractors working on national security systems allowed to rely on H-1B labor at all?Space Force named L3Harris as a contractor supporting upgrades to surveillance radar and electro optical systems used in space domain awareness.Federal dollars. Sensitive tech. Clearance pipelines.Yet we’re still debating whether visa labor belongs anywhere near DoD contracts?If taxpayer money funds it, American workers should fill it.@DeptofWar @Stephen ...