Скачать или смотреть Today's Take: U.S. Builds Strategic Mineral Reserves — What Investors Are Missing

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Why now?
The U.S. has launched a new push to stockpile critical minerals—like rare earths, vanadium, cobalt, graphite—driven by national security concerns and supply vulnerabilities
Council on Foreign Relations

Debate underway:
The FT and analysts argue this should evolve beyond hoarding minerals to bolstering market infrastructure—tracking prices, supporting processing plants, and using reserves to stabilize flows

Investor insight:
Those buying into domestic miners aren’t just banking on raw resources—they’re placing chips on future U.S. policy support for off‑take deals, processing incentives, and supply chain resilience.

Red flags:
Without building mid‑stream capabilities (refineries, processing hubs), stockpiles alone risk repeating outdated strategic petroleum reserve mistakes
Forbes

#Hashtags:
#CriticalMinerals #StrategicReserve #RareEarths #EnergySecurity #USMining #InvestorAlert #MarketInfrastructure #SupplyChain #StockpileStrategy #MiningPolicy #CleanEnergyTransition #Vanadium #Cobalt #Graphite #MineralMarkets


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