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In Critical Minerals, US Transitions From Lender To Market-Maker
A 13-page report from FTI Consulting is providing some insight on how the U.S. government has rewritten the rules for critical minerals. Our readers have been ahead of this curve for months. We have covered the accelerating U.S. push extensively, including our heads up way back in July to keep an eye on MP Materials and USA Rare Earth Corp. Our article was immediately followed by the Pentagon investing in MP Materials and eventually the U.S. government investing in USA Rare Earth. We even noted some abnormal call buying in USAR just before the market closed the trading day prior to the government investment ... (full story)
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- Feb 26, 2026 6:32am Posted byFundamental Analysis220
