The U.S. Is Securing Its Supply of the Metals We Can’t Live Without... And There Are Several Ways to Profit

[Inside Wall Street with Nomi Prins]( In the weeks ahead, a new bill titled S.1111 is about to flood a specific corner of the energy sector – known as “SMR” – with $4 trillion. This new energy legislation is about to thrust the secretive energy tech into the commercial realm… And onto the front page of every major news outlet in the country. By then, it will be too late for most investors to profit. Nomi spoke with at least a dozen government insiders. And with record-low fuel reserves… and natural disasters pushing our energy grid to the brink… America is ready for “SMR.” She found a way to play this trend for just $2 – and it could become the highest returning stock of her career. She calls it “The Next Exxon” for reasons that will become clear on May 10 at 8 p.m. ET. To find out for yourself, [RSVP for Nomi’s “Power Shift 2023” with one click](. The U.S. Is Securing Its Supply of the Metals We Can’t Live Without… And There Are Several Ways to Profit By Nomi Prins, Editor, Inside Wall Street with Nomi Prins China could soon choke off the supply of rare earth elements (REEs)… I wrote about that in [my essay yesterday](. China is by far the biggest producer and processor of rare earths. It’s responsible for almost 70% of global rare earths output. The problem is that America is dependent on REEs for sophisticated technology like smartphones and high-tech military equipment. And right now, tensions between the world’s two biggest economies are at their worst in decades. So this puts America at a disadvantage. But the U.S. government is acting fast. It’s moving to secure supplies of REEs that don’t involve China. So today, I’ll tell you all about what the U.S. is doing to boost the REE industry at home… and how you can profit from America getting its hands on the supply of metals we can’t live without. But first, if you haven’t reserved your spot for my Power Shift 2023 strategy session… be sure to [RSVP with one click right here](. Tomorrow, on May 10 at 8 p.m. ET, I’ll reveal how a new law is poised to unleash $4 trillion into a new energy subsector called “SMR.” SMR could be the solution to America’s – and the world’s – energy problems. And only one firm has the federal license to produce this technology in America. So during my special briefing, I’ll tell you all about how you can play this company for less than $2 a share. [Just go here to reserve your spot instantly](. Now, back to America’s efforts to produce REEs at home… Recommended Link [Warning: Sell all your stocks but this one! Ticker revealed]( [image]( Jeff Clark has been trading stocks for nearly 40 years. He knows the market. He predicted the crashes of 2008, 2020, and 2022. He’s helped his readers avoid huge losses… And still had 13 gains last year alone. He’s done it by avoiding 99.9% of all stocks… Only trading this one, [revealed in this video above.]( Now Jeff is helping his 23-year-old son overcome his huge losses in crypto and tech stocks… By using this same method. [Watch how he plans to win back all of his son’s losses with this one ticker revealed here.]( -- America’s Push to End China’s Stranglehold Last year, lawmakers introduced legislation to force defense contractors to stop buying REEs from China by 2026. As I told you in [my previous essay]( the U.S. military depends on REEs for some of its most advanced military equipment. They are used in guidance systems, drones, anti-missile systems, radars, and fighter jets. Now, the government is using the Pentagon’s purchases of billions of dollars’ worth of military equipment as leverage. It’s making defense contractors support the revival of U.S. rare earths production. For instance, the 2023 National Defense Authorization Act (NDAA) already requires contractors to reveal where their REEs were mined. The Act also allows the Department of Defense (DoD) to mandate a tracking system of the contractor’s supply chain. In other words, the NDAA incentivizes domestic rare earths production. The government has also been putting money towards that goal. Here are just a few examples… In June 2022, the Pentagon signed a $120 million contract with Lynas Rare Earths. The company will build a U.S.-based, rare earths separation plant in Texas. The full-scale commercial plant will be the first one outside of China to process heavy rare earths. These are typically used to make large magnets for wind turbines and hybrid cars. Lynas is based in Australia, which is a military ally and a much friendlier trading partner than China. The deal came on the heels of the DoD giving MP Materials $35 million to build its processing facility for rare earth metals. MP Materials owns and operates the Mountain Pass mine. It’s located on the border between California and Nevada. In fact, the company is the only volume producer of rare earth minerals in the Western Hemisphere. Mountain Pass is one of the highest-quality rare earth deposits in the world. So far, however, output from Mountain Pass has been sent to China for processing. This new facility, though, will allow MP to bypass China in its supply chain. Again, these are just a few examples… The bottom line is that these measures are already showing signs of success. The U.S. Geological Survey estimates that the U.S. produced 43,000 metric tons of rare earths last year. This was more than triple the 14,000 metric tons produced in 2018. So the trend for domestic rare earths is already taking off… Recommended Link [Banks Collapsing… Former President Arrested… What’s Next?]( We keep saying it… Because it’s true. It doesn’t matter what cycles through the news… [image]( Like former President Trump being arrested in New York or how the market reacts… Market Wizard Larry Benedict continues to generate wins for his subscribers. What’s his secret? He doesn’t invest the traditional way… He doesn’t “buy and hold.” And he doesn’t trade the way a traditional broker would tell you to. Larry’s been using this type of strategy for decades. As a hedge fund manager, it helped him deliver $95 million to his clients during the 2008 financial crisis. And now Larry’s revealing his unique trading strategy – including a 10-second demo of him in action. If you’ve been losing money in the markets… Larry’s strategy could be just what you need. [Click here now to watch.]( -- Domestic Rare Earth Production Is Not a Partisan Issue One thing is helping the trend for domestic rare earths. And it’s that America’s push for REEs is not a partisan issue. Democrats like REEs. So do Republicans. The former support rare earths because they play a role in sustainable energy, or what I call “New Energy.” The latter support REEs because they want to boost domestic rare earths production and strengthen the U.S. military’s might. Plus, there are two major governmental players making large investments in domestic rare earths: the Pentagon and the Defense Department. The upshot is that government officials on both sides of the aisle don’t want to rely on China for REEs anymore. That’s a huge problem for China. With the U.S. push for domestic supply, some analysts predict China will lose as much as one-third of its market share by the mid-2020s. But China won’t sit around waiting for this to happen. As I explained yesterday, the Chinese were already considering a ban on REE exports. Now, with the U.S. building out its own REE mining and processing capacity, it’s more likely the Chinese will implement these bans sooner. The good news is, you can still position yourself ahead of this trend… Recommended Link [Forget tech, crypto, bonds, and treasuries – buy these instead]( [image]( All you have to do is own a small handful of these unique stocks… And you could retire wealthier than you would by trading, chasing the latest “hot” stock, or doing anything your broker tells you. [Click here for the name and ticker of the #1 stock.]( -- How to Play This Once-In-A-Decade Opportunity If you’ve been following my work, you know I spend a lot of time in Washington. As an investigative financial journalist and former Wall Street insider, I learnt that it pays to look closely at what the government is doing. That’s because where government money goes… the markets follow. REEs fit the bill. And there are several ways to profit from this trend while it’s still taking off. To invest alongside the U.S. government, or with companies located outside China, check out the REE companies I mentioned earlier: Lynas Rare Earths (LYC.AX) and MP Materials (MP). Just know that investing in individual REE mining companies comes with many risks. These range from technological and environmental to political. That’s because mining and processing REEs is challenging, messy, and expensive. On an individual company level, this means that problems may arise. It also means you’ll have to stomach some volatility. So if you’re just looking for broad exposure to the trend, consider the VanEck Rare Earth/Strategic Metals ETF (REMX). With this exchange-traded fund, you can position yourself to benefit from the overall growing need for rare earths worldwide. It also carries less company-specific risk than investing in individual companies. Now, as [I explained yesterday]( REMX holds quite a few China-based companies. But it offers as much broad exposure to the REE industry as possible, including investment stakes in Lynas and MP Materials. Regards, [signature] Nomi Prins Editor, Inside Wall Street with Nomi Prins P.S. As part of the push for America’s resource independence, both sides of Congress are beginning to embrace a new form of fuel called “SMR.” And a new energy law – Bill S.1111 – could unleash a $4 trillion torrent of government cash into the SMR sector. That’s why I’m holding an urgent energy briefing tomorrow, May 10 at 8 p.m. ET to share all the details about Bill S.1111, SMR, and how this trend can hand you as much as 20x your money in the long run. ([Reserve your spot with one click here]( I also put together a new special report, How My Last Energy Trade Returned 22X in 2023. In it, I walk you through a trade that gave thousands of our premium subscribers the chance to lock in a 22x gain. The only way to get that special report is by putting your name on my Power Shift 2023 VIP List. When you upgrade to VIP, you’ll also receive complimentary text alerts. That way you don’t miss any of the training videos leading up to my event tomorrow. So if you haven’t yet, make sure to upgrade to VIP today by [clicking here](. --------------------------------------------------------------- Like what you’re reading? Send your thoughts to [feedback@rogueeconomics.com](mailto:feedback@rogueeconomics.com?subject=RE: Inside Wall Street Feedback). MAILBAG What do you think about the rising tensions between the U.S. and China? When do you predict the U.S. will have a more secure supply of the resources it needs? Write us at [feedback@rogueeconomics.com](mailto:feedback@rogueeconomics.com?subject=RE: Inside Wall Street Feedback). IN CASE YOU MISSED IT… [An Eerie Prediction from the “Nostradamus” of the 21st Century]( We recently came in contact with an unusual source. A man who has traveled the world issuing a string of bizarre predictions. A surprising number of which have come true – with dire implications for the world at large – and your investments. But his latest prediction is perhaps his most unusual – and important to date. Nomi has the details. [Click here for her full write-up.]( [image]( [Rogue Economincs]( Rogue Economics 55 NE 5th Avenue, Delray Beach, FL 33483 [www.rogueeconomics.com]( [Tweet]( [TWITTER]( To ensure our emails continue reaching your inbox, please [add our email address]( to your address book. This editorial email containing advertisements was sent to {EMAIL} because you subscribed to this service. To stop receiving these emails, click [here](. Rogue Economics welcomes your feedback and questions. But please note: The law prohibits us from giving personalized advice. 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