@ShaneStoffer Togi if you want a 10x trade do $17 calls for $USAR Dec 18 it’s about to have a mean reverse and massive upside Rare Earth Minerals for the win
NEWS: U.S. Defense Industry Warns $12 Billion Critical Mineral Stockpile Could Send Prices Soaring $MP $USAR $UUUU $ALOY $AREC
The Aerospace Industries Association (AIA), representing major U.S. aerospace and defense manufacturers, is warning that Washington’s $12 billion Project Vault initiative could drive critical mineral prices even higher.
The concern? The U.S. government could end up competing directly with American manufacturers for the same limited supply of critical minerals.
With non-Chinese supplies of rare earths, tungsten, and other strategic minerals already constrained, large-scale government stockpiling could create additional demand in markets that simply cannot increase production overnight.
The AIA warns this could result in higher prices, increased market volatility, and additional costs for American defense manufacturers.
This is particularly interesting because Washington is simultaneously trying to secure domestic supply chains while reducing its reliance on China. Government-backed purchasing could strengthen demand for non-Chinese minerals, but it could also make those same materials more expensive for the companies that need them.
The Export-Import Bank has pushed back against these concerns, arguing that Project Vault is intended to protect manufacturers from supply disruptions rather than compete with them.
And there’s another problem approaching: January 1, 2027.
The AIA is also warning that the Pentagon’s upcoming DFARS restrictions on Chinese-origin rare-earth magnets could be extremely difficult to meet without substantial waivers.
The industry says there simply aren’t enough qualified alternative suppliers available to replace Chinese supply by the deadline.
Note: The restrictions have not been postponed as of 10/08/26.
Washington is preparing to restrict Chinese magnet sourcing while potentially becoming one of the largest buyers of the already scarce non-Chinese materials needed to replace it.
That is a recipe for an increasingly competitive critical minerals market.
2027 is when the fun really starts…
https://t.co/I285d3LIOj
At the end of the day we still are in a great buying opportunity in my personal opinion if it goes down dollar cost average until the reversal hits so many great opportunities for this company just need to be patient
if $USAR opens above 14.08 tomorrow we are off to the races if it opens down tomorrow expect more consolidation between $13 and $14 until the bulls take control or the bears bring it down another buck or buck n half
@jessepinkmann__@destraz@HolySmokas Waiting for Lutnick to let the people know we kinda need to increase domestic production of rare earth minerals at a massive magnitude and the stock jumps 20%+ in a day