Mining Stock Daily Securing the Future: Doomberg on Rare Earth Metals and US Government's Role with Domestic Production
4 snips
Jul 25, 2025 
Doomberg, a finance and energy analyst known for his unconventional insights, joins the discussion on the critical role of rare earth metals in national security. He highlights the U.S. Department of Defense's $400 million partnership with MP Materials as a crucial step in reducing reliance on China. The conversation also dives into gold's renewed status as a safe haven amidst economic uncertainty, exploring its valuation dynamics and the impact of fluctuating currencies. Investors are urged to consider the evolving landscape of both metals and mining.
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China's Monopoly via Environmental Neglect
- China gained monopoly in critical metals by ignoring environmental costs and using financial force to dominate supply chains.
- Pollution becomes a geopolitical weapon when competing companies must meet costly environmental standards.
US DoD Strategic Investment in MP Materials
- The US DoD invested $400 million for preferred stock and warrants in MP Materials, becoming their largest shareholder if warrants are exercised.
- This deal backs MP Materials to treat waste to Western standards without competing on cost against China.
Find Next US Critical Metal Targets
- Identify critical metals where China holds choke points in the supply chain by reviewing government reports.
- Then seek US-based companies with undeveloped assets poised for investment and permit approvals.
