📢 𝗝𝗨𝗦𝗧 𝗜𝗡: 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)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗟𝗼𝗰𝗸𝗵𝗲𝗲𝗱 𝗠𝗮𝗿𝘁𝗶𝗻 is negotiating U.S. supplies of 𝘀𝗰𝗮𝗻𝗱𝗶𝘂𝗺 and 𝗴𝗲𝗿𝗺𝗮𝗻𝗶𝘂𝗺.➤ Talks involve 𝗡𝗶𝗼𝗖𝗼𝗿𝗽, 𝗧𝗲𝗰𝗸 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀, and 𝗙𝗡 𝗣𝗹𝘂𝘀.➤ Scandium would be sourced from 𝗡𝗶𝗼𝗖𝗼𝗿𝗽'𝘀 Nebraska mine, targeted for 𝟮𝟬𝟮𝟴.➤ Preliminary agreement covers 𝟭𝟱 𝗺𝗲𝘁𝗿𝗶𝗰 𝘁𝗼𝗻𝘀 of scandium annually.➤ Contracted volume equals roughly 𝟮𝟱% of estimated global scandium demand.➤ Lockheed is also negotiating long-term 𝗴𝗲𝗿𝗺𝗮𝗻𝗶𝘂𝗺 supply agreements.➤ Germanium is used in 𝗶𝗻𝗳𝗿𝗮𝗿𝗲𝗱 𝘀𝗲𝗻𝘀𝗼𝗿𝘀 and advanced military systems.➤ Discussions follow U.S. efforts to reduce reliance on 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 critical minerals.➤ Contract pricing and duration remain key issues in ongoing negotiations.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens domestic U.S. critical mineral supply chains for defense.➤ Could reduce dependence on Chinese sources for strategic materials.➤ Supports long-term production of advanced military aircraft and missile systems.➤ May accelerate investment in North American critical minerals projects.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗠𝗮𝗿𝗸 𝗦𝗺𝗶𝘁𝗵, CEO of NioCorp:"Both companies recognize how important scandium has become to the future of American defense technology."𝗟𝗼𝗰𝗸𝗵𝗲𝗲𝗱 𝗠𝗮𝗿𝘁𝗶𝗻:"the global critical minerals supply chain to ensure access to materials that support our customers' missions."
US Antimony
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: 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.
$USA Rare Earth(USAR.US) $MP Materials(MP.US) $Critical Metals(CRML.US) $US Antimony(UAMY.US) $Niocorp Developments(NB.US) $Lithium Americas(LAC.US) $Energy Fuels(UUUU.US) $Trilogy Mets(TMQ.US) - R
$UAMY 260515 11(UAMY260515C11500.US) Caught a strong bounce on UAMY calls despite weak earnings pressure. Treating this as a short-term momentum trade, not long-term conviction. Staying alert, locking risk carefully, and respecting volatility while the market searches for direction. @Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards! - P
Copper, aluminum, gold, silver, and antimony are all taking off together. Looking at the gains of Freeport, Century Aluminum, Harmony Gold, it feels like everyone holding mining stocks is also taking off—originally I was thinking of looking for opportunities on dips, but the main uptrend wave went straight to the ceiling 😎😎
$Freeport Mcmoran(FCX.US) $Century Aluminum(CENX.US) $US Antimony(UAMY.US)
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$USA Rare Earth(USAR.US)
$US Antimony(UAMY.US)
$Critical Metals(CRML.US)
$MP Materials(MP.US)
$Lithium Americas(LAC.US)
$Energy Fuels(UUUU.US)
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
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#DoubleOrMore2026 list has three names over 100%. Click on the bottom tabs to see the list. $Satellogic(SATL.US) $US Antimony(UAMY.US) $Red Cat(RCAT.US)
Source: Sunrise Trader
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Some green names holding up this morning. $Ondas(ONDS.US) $Medtronic(MDT.US) $Freeport Mcmoran(FCX.US) $Gorilla Tech(GRRR.US) $Merck(MRK.US) $Loandepot(LDI.US) $Strategy(MSTR.US) $US Antimony(UAMY.US) $Phillip Morris(PM.US) $PACCAR(PCAR.US) $Netflix(NFLX.US) $Wynn Resorts(WYNN.US)
Source: Sunrise Trader
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$US Antimony(UAMY.US)Is it the same as China? Pump it up!
