Dear Reader,
Good morning.
Today I want to talk about something a lot of people don’t really understand…
The significance of the very first executive order Trump signed.
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Why Trump’s First Move as President
Was to Declare a National Emergency
And how it could send shares of
a $5 stock soaring 786%.
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Many don’t even realize what it was about.
Trump’s very first executive order declared a national emergency.
On its face, people assumed it was to drill for more oil.
But that’s only half the story.
The other half is critical minerals – rare earths.
Because when we think about energy in this country, things are changing.
Energy is anything that powers something.
Oil and gas, sure…
But Trump’s order, which I spent time re-reading this morning, also speaks to critical minerals…
Minerals that power batteries.
Trump is really announcing, with his first executive order:
We have to be careful – we are entering a trade war with China, which has a chokehold on a lot of rare earth and critical minerals used in our smartphones, our computer batteries, EVs, even gas-powered cars. China basically has a monopoly on the supply chain.
And when Trump announced 10% tariffs on China, China responded by clamping down access to these rare earths.
Here’s how this works:
Say they sold a million pounds last year, for example …
This year they might sell 750,000 pounds and only sell them to companies that follow policies they want.
So let’s say GM really wants to keep their supply – China may agree to sell to GM if GM pushes Trump to stop the tariffs.
They’re trying to use economic leverage.
This is all part of the great power competition between the United States and China.
But it’s also creating an opportunity for investors…
It forces us to get rare earth independent and energy independent.
And Trump’s national emergency, first executive order, does a lot to support companies in America digging for these minerals. [We just put together a report on this here.]
It unlocks a lot of favorable policy for these miners.
It basically gives them the greenlight to go bonkers.
There are a few different companies we’ve been following for a while, anticipating this.
And it now looks like the China trade war will escalate our need for these minerals.
You look at Elon Musk, who’s been a vociferous defender of China, and he’s backing off.
When you look from Elon’s perspective, Tesla’s market share is getting destroyed in China.
He might lose China as a market as BYD and other Chinese carmakers continue to move in on Tesla’s territory.
So even Tesla has a real incentive to push for independence in these resources.
Because how China closes its doors to American business remains to be seen.
What we do know is that this is a big deal…
Trump declared a national emergency and signed his very first executive order, of behalf of the Pentagon, the U.S. military, to stockpile these minerals in case of conflict with China.
They’re stockpiling them in sites all around the homeland.
Right now, rare earth metals are being loaded onto trucks around the clock.
The Pentagon is having them sent to a Texas facility as secure as Fort Knox.
And we just put together this report on the situation, as it continues to ramp up.
“The Buck Stops Here,”
P.S. Our new report also highlights the $5 stock helping solve this problem, that could soar 786% in short order.
