Trump could invest in these miners after MP Materials, Lithium Americas

He said that the Trump administration should make more than one agreement with US miners to secure the country’s supply chain against China. Energy fuelsA miner focusing on uranium and rare soil minerals.

Pentagon’s decision to take stocks shares DeputyChalmers told CNBC, the largest USA Rare Toprak mine in July, supported the company in July.

However, CEO said that the White House should now make more agreements to diversify the US supply chain and support a single national champion.

“A company doesn’t fix it, R Chalmers said the MP material agreement. “You should have more than one agreement to make sure you don’t have the risk of company, because all companies will not deliver.”

In a Trump management official CNBC, the White House “deputy does not manage other agreements with materials or price floor, but this, as we do with MP materials, does not mean that it will be in the form of MP agreements,” he said.

Rare lands, f-35 fighter aircraft, such as arms platforms and electric vehicles and smartphones, such as consumer products are entered. The US is almost entirely dependent on China, which provides 70% of rare land imports in 2023. US geological research.

Ryan Castilloux, the founder of Adamas Intelligence, a critical mineral market research company, said that China manipulated the market by suppressing prices to remove Western competition from the market. The deputy has shown that the US is willing to break with the US free market ideals and to return to China by imitating the strategic capitalism model when necessary.

“We have seen how disadvantage of the free market view to a long -term, industrial policy -guided market, and something needed to give to CNBC. He said.

Possible Rare Soil Targets

Energy Fuels’ shares have increased by about 200% since the MP agreement on July 10, because investors think it may be an agreement for Trump management. Critical mineral miner Niocorp Developments Also increased almost 200%, RAMACO Sources He won 140 %and USA Rare World More than 70 %.

Castilloux said that MP materials would probably need heavier rare soils because they develop a second facility to make magnets under the Ministry of Defense Agreement. Authorized, home engines and defense industry applications that can withstand high temperatures magnets need to produce heavy rare lands, he said.

Energy Fuels, headquartered in Denver, is the largest Uranium mining in the United States and creates a rare land operation through the worldwide mines. Chalmers said that his operation will produce heavy rare lands.

CEO said energy fuels focused on “offering an attractive product for the US government” and completed the powerful aspects of MP materials.

“The government cannot bet a horse – that doesn’t make sense.” He said. “We spend a lot of time to make sure they understand the principle of our strategy in DC,” he said.

Trump Eyes Lithium

National Mining Association CEO Rich Nolan, lithium, cobalt and graffiti other critical minerals, US miners to weaken the variable price fluctuations that weaken the federal investment is matured, he said. All of these minerals are used in batteries as well as other applications.

The Trump administration proposed a stock share in Lithium Americas, as the Canadian company reorganized a $ 2.2 billion loan requirements from the Ministry of Energy for the Thacker Pass mine in North Nevada. The mine is expected to be one of the largest lithium sources in North America, and the first stage of the project is planned to start operations at the end of 2027.

Lithium Americas stock has increased by more than 90% this week with the news of the potential government shares.

Albemarle CEO Kent Masters, CNBC’ye, deputy agreement “basketball field” something can apply to the lithium industry, he said. Headquartered in Charlotte, North Carolina, Albemarle is one of the largest lithium producers in the world.

Masters, CNBC in July, “What you want to do is to invest in the back of the private sector to carry.” He said. AppleOnly days after the Ministry of Defense agreement, the agreement agreement with MP.

Miners are looking for price floors

Although Masters can get a government stock boiler to move the market in some cases, the price base established by the Pentagon in the MP agreement is the “critical part” that allows the private industry to invest and build the supply chain.

The Nolan of the National Mining Association is the price support of the federal government. He said.

Within the scope of the MP agreement, the Pentagon has set a price base of $ 110 per kilogram for neodimium-PRASEodymium oxide or NDPR, a key input in rare soil magnets. The government pays the difference to MP when the market price is below $ 110, but it reverses when the price is above $ 110.

Castilloux said that the price of NDPR increased by 40% after the MP agreement.

“The analyst serves as a plan for any market in which suppressed pricing focuses on the competitive playground against the US and its allies,” the analyst has a plan. He said. The agreement, “China’s artificially suppressed pricing is a way to get rid of,” he said.