To The Moon

$MP Materials Corp.(MP)$ $Energy Fuels(UUUU)$ $The Metals Company(TMC)$ 🇨🇳 China tariffs + 🇺🇸 U.S. strategic stakes; the rare earth trade is heating fast.

Plus: $FITB swung hard today, $DKNG is under pressure, and $ACHR just got rug-pulled.

🚨 RARE EARTHS REVOLUTION: Tariff Shock, China’s Chokehold, and a New AI “Oil” Supercycle? 🔥

🌍 Geopolitical Chokehold

Rare earths are rapidly stepping into the geopolitical spotlight as the new semis. The images tell the story clearly. China mines around 70% of global rare earths, processes 87%, and refines 91%. It also produces 94% of permanent magnets that power EV motors, wind turbines, hyperscale data-centre fans, precision guidance systems, and advanced defence platforms.

🛡 Strategic Stakes for the U.S.

The defence implications are enormous. An F-35 jet contains roughly 418 kg of rare earths, an Arleigh Burke destroyer 2,600 kg, and a Virginia-class submarine around 4,600 kg. Over 70% of U.S. rare earth imports currently come from China, underscoring the vulnerability of supply chains underpinning both AI and national security.

📈 Market Repricing in Real Time

Market behaviour reflects that strategic reality. MP Materials has surged approximately 400% year to date, while Energy Fuels and USA Rare Earth have each climbed more than 100%. The National Security Index image shows a broad surge across the sector: TMC +679.8%, OKLO +593.5%, UAMY +585.0%, TMRC +553.9%, MP +394.3%, IDR +321.2%. This is widespread capital rotation, not a one-off rally.

💼 Positioning for the Supercycle

The underlying structure separates this moment from political noise. China’s dominant role across mining, processing, refining, and magnet manufacturing creates a durable geopolitical risk premium. Tariffs may drive short-term volatility, but the strategic dependency displayed in your charts supports a multi-year theme.

Positioning around this shift doesn’t need to be complicated. Focus on companies tied to mine-to-magnet progress and allied supply growth. Use tariff pullbacks to build positions rather than chase spikes. This is leverage to AI, EVs, renewables, and defence, where permanent magnets quietly sit at the centre.

👉❓Given China’s 70 / 87 / 91 dominance and the 94% magnet production share, does this look like the start of a rare earth supercycle or just a tactical trade into year-end? Which mix would you lean into among $MP, $UUUU, and $USAR based on today’s leadership board?

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