To The Moon

$Energy Fuels(UUUU)$ $LYNAS RARE EARTHS LTD(LYC.AU)$ $NuScale Power(SMR)$ I’ve spent years dissecting commodity cycles, from uranium squeezes to lithium booms, and nothing rivals the rare earths saga for its fusion of geopolitics and industrial necessity. I’m watching Trump’s latest claim: an $8.5 billion “pipeline ready to go” with Australia, and I’m not buying the hype of overnight mineral independence. Mining’s the easy part; refining’s the fortress, and China built it. I’m tracking this not for the politics, but for the asymmetric setups it creates in the volatility. 🇺🇸 Geopolitics: Alliances Over Ambition The Trump-Albanese pact announced in October was pit

$Energy Fuels(UUUU)$ $LYNAS RARE EARTHS LTD(LYC.AU)$ $NuScale Power(SMR)$ I’ve spent years dissecting commodity cycles, from uranium squeezes to lithium booms, and nothing rivals the rare earths saga for its fusion of geopolitics and industrial necessity. I’m watching Trump’s latest claim: an $8.5 billion “pipeline ready to go” with Australia, and I’m not buying the hype of overnight mineral independence. Mining’s the easy part; refining’s the fortress, and China built it. I’m tracking this not for the politics, but for the asymmetric setups it creates in the volatility. 🇺🇸 Geopolitics: Alliances Over Ambition The Trump-Albanese pact announced in October was pit