Trump Launches $12 Billion Critical Minerals Stockpile

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The Trump administration has launched a $12 billion strategic stockpile of critical minerals to reduce US reliance on China, focusing on rare earth elements and other key materials.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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The Trump administration has moved to lock down supply by launching a $12-billion strategic stockpile of critical minerals, a direct bid to cut U.S. reliance on China for materials that sit at the heart of defense systems, power grids, and advanced manufacturing, Bloomberg reported on Monday. Rather than leaning on tariffs, permitting tweaks, or future supply promises, Washington is choosing to buy and hold the minerals outright. The stockpile will focus on rare earth elements alongside lithium, cobalt, nickel, and graphite. These materials…

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Original article published by OilPrice.com on February 2, 2026.
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