Core Insights - Antimony, classified as a critical mineral by the US, Canada, and EU, is gaining significant attention for its essential applications in defense technologies, energy storage, and electronics [4][5][20] - Locksley Resources Ltd. has achieved a historic milestone by producing the first 100% American-made antimony ingot in decades, sourced from its Mojave Desert mine and refined domestically, supporting US efforts to counter Chinese dominance in the supply chain [4][7][12] - The US government is actively promoting domestic production of critical minerals, with recent contracts and funding initiatives highlighting the strategic importance of antimony for national security [6][25][28] Company Highlights - Locksley Resources Ltd. produced the first 100% American-made antimony ingot, validating a fully independent US mine-to-metal supply chain [7][12][20] - The company is advancing pilot-scale operations and high-grade concentrate testing, achieving a concentrate grade of 68.1% antimony, significantly exceeding marketable sales requirements [15][31] - Locksley is collaborating with strategic partners and advisors to support permitting and funding initiatives, aiming to establish a sustainable commercial supply chain for antimony [8][14][29] Industry Context - The United States Antimony Corporation secured a $245 million contract from the Defense Logistics Agency, resulting in a 100% stock gain, underscoring the growing importance of antimony in national defense [6][25] - Nova Minerals received $43.4 million in funding from the US Department of War for antimony trisulfide production, further emphasizing the critical role of antimony in defense applications [25][28] - The recent engagement between the US and Australian governments highlights the strategic importance of antimony and the shared objective of establishing secure production capabilities [19][20]

Legal & Political Implications - The indictment of John Bolton, former National Security Advisor, for allegedly retaining and transmitting classified information, initiated under the Biden administration, faced pressure for expedited progress during the Trump administration [1] - The case highlights potential political motivations behind pursuing criminal charges against individuals disliked by former President Trump, including figures like Leticia James, James Comey, and Adam Schiff [2][3] - The evidence against Bolton is considered more substantial compared to cases against James Comey and Leticia James, where prosecutors reportedly resigned rather than pursue charges [4] - Bolton is accused of mishandling national security information, including sharing it electronically on unsecured messaging apps with his wife and daughter [5] - Bolton is expected to self-surrender, be formally charged, and plead not guilty [5][6]

The world is a safer place when the United States leads on the global stage.The combination of our military capabilities with our moral clarity offer unique signal amongst a sea of noise.Those who wish us or others harm have come to recognize that the United States will do whatever is necessary to protect the innocent and ensure bad actors do not operate freely.The tactics and techniques used to ensure the desired result are the necessary actions carried out by rough men in the middle of the night willing t ...

Rare Earths Investment Strategy - Investing in Western rare earths is a bet on politics, not geology [1] - It's a leveraged play on whether Western democracies are willing to pay the true cost of security of supply [1] - The cost includes subsidies, infrastructure, and accepting that the green transition, the AI arms race, and national security won't come cheap or clean [1] Geopolitical Factors - Western democracies' willingness to pay the true cost of security of supply is crucial [1] - Donald Trump's influence is considered a factor in the current situation [2]

Core Insights - U.S. rare earth miners experienced significant stock price increases following President Trump's threats against China regarding export controls on rare earth elements [1][2] - The U.S. Defense Department is accelerating efforts to stockpile $1 billion worth of critical minerals, highlighting the strategic importance of these resources [2] - JPMorgan Chase announced plans to invest up to $10 billion in companies essential to U.S. national security, emphasizing the need to reduce reliance on foreign sources for critical minerals [3] Industry Summary - Rare earth elements are vital for various applications, including U.S. weapons platforms, robotics, and electric vehicles, underscoring their importance in national security [4] - The recent geopolitical tensions have led to increased focus on domestic production and investment in the rare earth sector [1][2][3]

I'm not sure how you're reading this, because President Trump, as we've established already, is known for bluster, certainly before a meeting. The markets, though, think they just got a big reality check. Now, suddenly we do care about trade with China.Do you see this as the actual decoupling that we've been talking about. I don't think it's the actual decoupling, but I think some of us have been a bit mystified as to why the markets have been so sanguine all along. Maybe the deals, even with our allies, ar ...

FBI & Justice System - The FBI fired at least three special agents who worked on Jack Smith's probe into Trump, raising concerns about the decapitation of expertise in service of loyalty [1][3] - Concerns are raised about the impact of purging and leadership changes on the FBI's ability to fight domestic and international threats and hold those in power accountable [7] - Allegations that the FBI had 274 agents stirring up the crowd on January 6 are patently false and considered a conspiracy theory [10] Political Landscape & Republican Party - The Republican Party is perceived to be prioritizing power and loyalty to Donald Trump over the rule of law and the Constitution [5] - Republicans are seen as unable to admit Trump lost the 2020 election, casting doubt on the results instead [4] - 62% of Americans, including 40% of Republicans, believe that Trump improperly encouraged federal investigations of his political opponents [19] National Security & Global Threats - The threat from international terrorism and global jihadist groups is higher than before September 11th, with the global jihadist movement estimated in the tens of thousands across two dozen countries [13] - With 25% of FBI agents reportedly working on immigration matters, concerns arise about the agency's ability to counter terrorism and prevent future attacks [14] - Adversaries like Russia, China, and Iran may exploit perceived weakness in the US to gather information and intelligence [15]

Core Viewpoint - Shares of Trilogy Metals surged over 250% following the Trump administration's announcement of a 10% stake in the company, supporting mining exploration in Alaska, reversing the Biden administration's previous rejection of an Alaskan mining project [1][3]. Group 1: Investment and Stake Acquisition - The U.S. will invest $35.6 million in Trilogy Metals, acquiring a 10% stake and warrants for an additional 7.5% equity [2]. - The investment is part of a broader strategy to support mining exploration in Alaska's Ambler mining district, which includes the issuance of permits for the Ambler Road Project [2][3]. Group 2: Market Reaction - Trilogy Metals' stock price increased approximately 260% to around $7.50, setting a new record and nearly doubling its previous all-time intraday high of $4.76 [1]. - The surge in stock price reflects investor optimism regarding federal support for resource development in Alaska [3]. Group 3: Policy Context - The Trump administration's decision to support the Ambler Road Project is framed as essential for national defense and economic prosperity, contrasting with the Biden administration's earlier rejection due to environmental concerns [3]. - The Interior Secretary's announcement indicates a shift towards reducing U.S. dependence on mineral imports, particularly from China, by acquiring stakes in critical mineral companies [5].

Palantir Technologies  (PLTR)  debuted, without much fanfare, on the New York Stock Exchange on the final day of September 2020. The timing of the debut was unusual. Covid did much damage, both on Wall Street and Main Street. With the markets still reeling, Palantir, a covert military business that helps governments harvest and analyze data, came with a different market proposition. We have chosen sides. Our software is used by the United States and its allies, Palantir said. Immediately, Palantir appe ...

Core Viewpoint - Ondas Holdings Inc. has gained significant attention from investors due to its impressive stock performance and the positive outlook from analysts, particularly following the initiation of coverage by H.C. Wainwright with a "Buy" rating [1][2]. Company Performance - The stock price of ONDS is currently at $9.91, reflecting a 7.60% increase with a change of $0.70, and has fluctuated between a low of $9.19 and a high of $10.28 today [3]. - Over the past year, the stock has experienced a remarkable increase of over 1,100%, attributed to heightened interest in its autonomous drone systems driven by national security initiatives [2]. - The lowest price for ONDS in the past year was $0.57, indicating substantial growth from this low point [3]. Market Position - Ondas Holdings has a market capitalization of approximately $3.24 billion, highlighting its size and value in the technology sector [4]. - The trading volume for ONDS today is 72.85 million shares, indicating strong investor interest and activity [4].