$MP Materials(MP.US)

Context: The U.S. is in desperate need of rare earths for clean energy transition, electric vehicles, defense systems, and emerging technologies, such as robotics and data centers. All of which is a solid catalyst for stocks, such as Eastport Critical Metals Corp. and MP Materials. In February, the Trump administration announced "Project Vault," a nearly $12 billion strategic reserve for rare earth elements. In June 2026, the Department of Energy announced $134 million to strengthen domestic rare earth supply chains. In fact, the Rare Earth Elements Demonstration Facility Program supports integrated extraction and separation facilities intended to reduce reliance on foreign suppliers. In addition, just recently, President Trump announced that massive oil, gas, and mineral exploration is preparing to begin in Greenland following security and mineral agreements.

My Trade: Waiting for lower prices to average down and patiently waiting for the long game. It's understandable for the share price weakness as most traders have shifted their attention to other stocks after MP ran up 200% last year.

Takeaway: Such actions could help break U.S. dependence on China, which controls about 80% of the world’s rare earth supply. After all, without rare earths, the world can’t produce smartphones, computers, flat panel televisions, wind turbines, electric vehicle batteries, computer chips, defense equipment, semiconductors, digital cameras, or catalytic converters. @Captain's Treasure