Trump can invest in these miners after MP materials, the American lithium

Mark Chalmers, CEO of the Trump Administration said Energy fuelA mine worker focuses on uranium and rare ground minerals.

Pentagon’s decision to take Shares in MP materialsIn July, Chalmersat told CNBC in July and supported the company, which many surprised in this industry, in July, and supported the company in which many surprised in this industry.

The CEO said this is a necessary step that the White House should now follow with more deals to diversify the American supply chain and reduce the risks that may come with the support of one national hero.

“One company does not fix it.” “You must have multiple deals to ensure that the company’s risks are not only, because all companies will not offer.”

The Trump administration official told CNBC that the White House “does not exclude other deals with stock shares or price floors as we did with MP materials, but this does not mean that every initiative that will be in the form of MP deal.”

Rare land is major inputs in weapons platforms such as F-35 warplanes as well as consumer products such as electric cars and smartphones. The United States relies almost on China, which provided 70 % of rare land imports in 2023, according to it American geological survey.

China was manipulated by the market by suppressing prices to pay Western competition from the market. Castillo said that the deputy deal showed that the United States was ready to violate the ideals of the free market and retreat against China by simulating the strategic capitalist model when necessary.

“We have seen the extent of depriving the free market vision in exchange for a long -term market that depends on industrial policy – and something required to offer,” Castilux, an expert in critical minerals, told CNBC.

Possible rare land goals

Energy stock has increased by almost 200 % since MP on July 10, where investors expect it to be a target for the Trump administration deal. Critical mineral worker Niocorp developments It also increases approximately 200 %, Ramako resources Gain 140 %, and USA rare land More than 70 % rises.

Castilux said that MP materials will likely need more rare heavy lands as it is developing a second facility to make the magnet under the Ministry of Defense deal. He said that a rare heavy land is needed to produce magnets that can resist high temperatures in EV engines and defense industry applications.

Its headquarters is located in Denver, energy fuel, and it is the largest uranium mines in the United States and constitutes a rare ground process through mines it has gained all over the world. Chalmers said that its operations would produce a rare heavy land.

The CEO said that the energy fuel focuses on “providing an attractive product to the United States government” and completing the strengths of MP materials.

“The government cannot bet on a single horse – meaningless,” said Chalmers. “We spend a lot of time in the capital, while making sure they understand the advantages of our strategy,” he said.

Trump Lithium eyes

Rich Nolan, CEO of the National Mining Association, said other critical minerals such as lithium, cobalt and graphite have been mature for their federal investment to alleviate volatile price fluctuations that undermine American miners. All of these minerals are used in batteries, among other applications.

Trump’s administration has I suggest a share of property rights in The American LithiumWhere the Canadian company re -circulation of a 2.2 billion dollar loan terms from the Ministry of Energy to the THACKER PASS mine in the north of Nevada. The mine is expected to become one of the largest sources of Lithium in North America, where the first phase of the project is scheduled to start in late 2027.

Lithium share for the Americas increased more than 90 % this week on the potential government share news.

Albimarel CEO KNBC told CNC that something “on the field” of MP deal could apply to the lithium sector. Albeimarle, based in Charlotte, North Carolina, is one of the largest Lithium producers in the world.

“What you want to do is move the market so that the private industry can invest behind,” Masters told CNBC in July. apple‘s OffTake Convention With the deputy only days after the Ministry of Defense deal.

Miners are looking for price floors

Although it may require government shares share to transport the market in some cases, the prices created by the Pentagon in the MP deal are the “crucial part” that allows the industry for investment and the construction of the supply chain, Master said.

“Supporting prices from the federal government” said the real market signal that these investments are long -term, and that they are here to remain. “

Under the MP deal, the Pentagon set a $ 110 floor per kilogram for Neodymium-Praseodymium, or NDPR, main input in rare Earth magnets. The government pays the difference from the difference when the market price is less than $ 110, but it takes 30 % of the upward trend when the price is above $ 110.

Castilo said the price of NDPR increased by 40 % in the wake of the deputy deal.

“It is a plan for any market where the pent -up pricing tends to the competitive stadium against the United States and its allies.” He said that the deal indicates that “there is a way to fabricate the pent -up Chinese prices artificially.”