Mission Critical Research Report
“The Next Manhattan Project” The Global Race for Rare Earth Dominance: 6 “Must Own” Domestic Rare Earth Stocks
The Global Race for Rare Earth Dominance Has Begun. But we, The United States Have Fallen Behind. Far Behind.
As a Result, The Federal Government May Now Be on The Verge of Commissioning a “Manhattan Project” Style Spending Spree to Secure Resources Vital to National Defense, Tech Dominance… And Our Democracy Itself.
It’s highly alarming. The vast majority of the rare earth element supply is controlled by one nation, and one nation alone. China.
This startling fact has left the United States in a precarious situation. Remain beholden to our number one geopolitical (and potentially military) enemy, or quickly secure enough rare earth resources of our own, to prevent complete and total disaster.
Time, however, is running out. And it’s running out quickly.
This complimentary, mission critical research report profiles six North America-linked, NYSE/Nasdaq listed companies that appear well positioned to benefit if U.S. policymakers scale this into a full-blown “Manhattan Project” initiative.
How Critical Are Rare Earths to US Military and Tech Dominance?
A single F-35 Lighting II, Americas most advanced figher jet, contains roughly 900 pounds of rare earth elements.
A single Artificial Intelligence GPU contains about 0.11 lbs of rare earths…
With the average mid-sized AI data center needing 20,000 GPUs, with 2,200 lbs of rare earths, just for compute.
But that’s not all. Nearly all of our military and tech complexes heavily rely on rare earths.
Without a secure supply of rare earths, the United States is at serious risk.
National defense & military systems ⦁ Fighter jets (radar, avionics, flight controls) ⦁ Missile guidance and precision weapons ⦁ Naval sonar, radar, and communications systems ⦁ Night-vision goggles, lasers, and targeting optics
Electric vehicles (EVs) ⦁ High-efficiency electric motors using permanent magnets ⦁ Power steering and drivetrain components
Wind energy ⦁ Direct-drive wind turbine generators ⦁ Permanent magnets for higher efficiency and lower maintenance
Consumer electronics ⦁ Smartphones (speakers, vibration motors, screens) ⦁ Laptops, tablets, and TVs ⦁ Hard drives and data storage systems
Semiconductors & chip manufacturing ⦁ Wafer polishing and fabrication processes ⦁ Specialty materials for advanced chips
Medical technology ⦁ MRI machines and imaging systems ⦁ X-ray and diagnostic equipment
Oil refining & industrial catalysts ⦁ Petroleum refining catalysts ⦁ Chemical processing and emissions control
Aerospace & advanced manufacturing ⦁ High-strength alloys ⦁ Precision motors, sensors, and actuators
Energy storage & power systems ⦁ Grid infrastructure components ⦁ Specialized batteries and power electronics
Strategic & economic security ⦁ Supply chains critical to U.S. defense and infrastructure ⦁ Technologies with limited or no viable substitutes
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