๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Lockheed seeks U.S. mineral supplies after Trump supply-chain push - Reuters - $Niocorp Developments(NB.US) $US Antimony(UAMY.US) $MP Materials(MP.US) $USA Rare Earth(USAR.US) $Critical Metals(CRML.US) $Lithium Americas(LAC.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ผ๐ฐ๐ธ๐ต๐ฒ๐ฒ๐ฑ ๐ ๐ฎ๐ฟ๐๐ถ๐ป is negotiating U.S. supplies of ๐๐ฐ๐ฎ๐ป๐ฑ๐ถ๐๐บ and ๐ด๐ฒ๐ฟ๐บ๐ฎ๐ป๐ถ๐๐บ.โค Talks involve ๐ก๐ถ๐ผ๐๐ผ๐ฟ๐ฝ, ๐ง๐ฒ๐ฐ๐ธ ๐ฅ๐ฒ๐๐ผ๐๐ฟ๐ฐ๐ฒ๐, and ๐๐ก ๐ฃ๐น๐๐.โค Scandium would be sourced from ๐ก๐ถ๐ผ๐๐ผ๐ฟ๐ฝ'๐ Nebraska mine, targeted for ๐ฎ๐ฌ๐ฎ๐ด.โค Preliminary agreement covers ๐ญ๐ฑ ๐บ๐ฒ๐๐ฟ๐ถ๐ฐ ๐๐ผ๐ป๐ of scandium annually.โค Contracted volume equals roughly ๐ฎ๐ฑ% of estimated global scandium demand.โค Lockheed is also negotiating long-term ๐ด๐ฒ๐ฟ๐บ๐ฎ๐ป๐ถ๐๐บ supply agreements.โค Germanium is used in ๐ถ๐ป๐ณ๐ฟ๐ฎ๐ฟ๐ฒ๐ฑ ๐๐ฒ๐ป๐๐ผ๐ฟ๐ and advanced military systems.โค Discussions follow U.S. efforts to reduce reliance on ๐๐ต๐ถ๐ป๐ฒ๐๐ฒ critical minerals.โค Contract pricing and duration remain key issues in ongoing negotiations.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Strengthens domestic U.S. critical mineral supply chains for defense.โค Could reduce dependence on Chinese sources for strategic materials.โค Supports long-term production of advanced military aircraft and missile systems.โค May accelerate investment in North American critical minerals projects.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ ๐ฎ๐ฟ๐ธ ๐ฆ๐บ๐ถ๐๐ต, CEO of NioCorp:"Both companies recognize how important scandium has become to the future of American defense technology."๐๐ผ๐ฐ๐ธ๐ต๐ฒ๐ฒ๐ฑ ๐ ๐ฎ๐ฟ๐๐ถ๐ป:"the global critical minerals supply chain to ensure access to materials that support our customers' missions."
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๐ข ๐๐๐๐ ๐๐: Trump signed an executive order tightening the conditions under which U.S. defense contractors can obtain waivers to use banned foreign-sourced critical minerals and materials.
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$Lithium Americas(LAC.US)
Whwn moving
- J
$Lithium Americas(LAC.US)
WOULD YOU HAVE TAKEN THIS TRADE?
Iโve been testing a custom trading checklist/indicator to help me read charts more objectively.
It combines a few things I usually look at manually: trend direction, RSI, volume, support/resistance areas, and candlestick patterns. While the signals are super helpful in spotting reversals, what's also important is the discipline of having the indicator flash โno setupโ when price action is messy.
Still early, but itโs been helpful as a second layer of confirmation rather than something to blindly follow.
- H
$Lithium Americas(LAC.US) | ๐๐ข๐ญ๐ก๐ข๐ฎ๐ฆ ๐๐ฆ๐๐ซ๐ข๐๐๐ฌ: Wedbush initiates with ๐๐๐ฎ๐ญ๐ซ๐๐ฅ, sets ๐๐ ๐๐ญ $๐
Analyst sees Thacker Pass emerging as a strategic lithium asset, but execution risks ahead of production keep stance cautious.Source: Hardik Shah
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The rare earth predicted yesterday has already started soaring in the night market
Many stocks are not randomly chosen, but based on the strategic logic for 2026
The market has now entered the era of "hard tech hegemony". The upward momentum of these targets in early 2026 is no longer solely based on financial data, but on their irreplaceability in the national interest chain
Rare earth is not just for batteries, but also essential for F-35 and guided weapons. These companies are the only trump card for "domestic supply in the US"
Although this does not guarantee a "buy with eyes closed" market, standing on the side of policy trends will be more favorable for investment
- Y
$Lithium Americas(LAC.US)