The Rod Martin Report

The Rod Martin Report

Share this post

The Rod Martin Report
The Rod Martin Report
BREAKTHROUGH: How America Can Supply 85% of the World's Rare Earths
Copy link
Facebook
Email
Notes
More
Geopolitics, Tech & Markets

BREAKTHROUGH: How America Can Supply 85% of the World's Rare Earths

Fifteen years ago, America imported most of its oil. Now it's the world's biggest exporter. It can do the same with Rare Earth Elements, wiping out China's dominance (and environmental nightmare).

Guest Author
Apr 24, 2025
∙ Paid
10

Share this post

The Rod Martin Report
The Rod Martin Report
BREAKTHROUGH: How America Can Supply 85% of the World's Rare Earths
Copy link
Facebook
Email
Notes
More
5
3
Share

Don’t miss our Deep Dive “Why Trump’s Deportations Are Legal, Constitutional, and Long Overdue”. It’s over 20 pages of the in-depth analysis you need to win.

Deep Dive: Why Trump’s Deportations Are Legal, Constitutional, and Long Overdue

Deep Dive: Why Trump’s Deportations Are Legal, Constitutional, and Long Overdue

Rod D. Martin
·
Apr 21
Read full story

rare earth elements

by Teresa Mull
April 24, 2025

Give a country rare earth elements and it’ll have fighter jets, missiles and warships for a day. Force a country to extract and process its own rare earth elements and it’ll be safe from relying on countries run by unstable dictators forever.

Such is President Trump’s sensible line of thinking as he keeps up America’s trade war with China. As China imposed export licensing restrictions on seven rare earth elements, or REEs, last week, Trump signed an Executive Order “launching an investigation into the national security risks posed by US reliance on imported processed critical minerals and their derivative products.” The administration is now pursuing a deal to procure REEs from Ukraine.

Share

REEs are necessary for the continuation of modern life as we know it; they’re used in everything we love – computers, smartphones, magnets, batteries – as well as those aforementioned defense weapons. Per his order, Trump “recognizes that an overreliance on foreign critical minerals and their derivative products could jeopardize US defense capabilities, infrastructure development, and technological innovation.” Yet the economy and defense sector are not the only facets of US life that stand to gain from lessening our reliance on other nations. The environment also stands to be a big winner in the scramble for rare earth elements.

Prior to 1980, the United States led the world in REE production with California’s Mountain Pass Mine. It was then, reports mining.com, that:

This post is for paid subscribers

Already a paid subscriber? Sign in
A guest post by
Guest Author
© 2025 Rod D. Martin
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More