🚨The United States strikes hard! The US-China resource game escalates! Trump announced yesterday the “Project Vault” initiative, investing $12 billion to build a strategic reserve of critical minerals, directly targeting China’s processing monopoly. It’s not just a replica of oil reserves but a new “energy shield” for the tech era! Why act now? The lifeblood of the US economy: electric vehicle batteries, aerospace, defense systems, chips, and electronics—highly dependent on imported minerals. Many raw materials are not mined in China, but their processing is almost monopolized by China. If geopolitical conflicts escalate, supply chains could be disrupted, causing US industries to grind to a halt. “Project Vault” acts as a buffer shield to mitigate risks. How big is the project? Total investment is about $12 billion: $10 billion from a loan by the US Export-Import Bank, and $1.67-2 billion from private companies. Giants like General Motors, Boeing, Google, GE Vernova are involved, along with commodity traders responsible for procurement, transportation, and storage. Specialized division of labor ensures efficient implementation. What is being stored? Covering 50 key minerals plus 17 rare earth elements. Key focuses include: lithium, cobalt, nickel → for the electric vehicle and energy storage revolution; gallium → for chips, radar, and defense electronics. These are the “blood” of modern industry. Without them, factories halt, and national security is at risk. The core goal? Protect US industries from supply chain shocks, especially the China-dominated processing and refining chain. The reserve provides a buffer to prevent panic buying or production halts. At the same time, this marks the upgrade of critical minerals from “commodities” to “strategic assets”—a new phase in US-China resource competition! What impact on the economy? Stable manufacturing: supply chain security for electric vehicles, defense, and aerospace. Reduced price volatility: reserves curb sharp price spikes during shortages. Strengthened national security: supply chains are no longer easily “weaponized.” Long-term demand support: stimulates mineral extraction and investment booms. Mineral price outlook? Long-term positive! The US becomes a stable major buyer, combined with exploding demand from electric vehicles, AI, and defense, the supply chain is already tight. Reserves lock in demand, not reduce it—price support remains strong. Investors should note: stocks related to lithium, cobalt, etc., may present new opportunities, but beware of short-term fluctuations. “Project Vault” is not just about reserves; it’s a declaration of the US reshaping the global supply chain. In the future, whoever controls minerals will dominate technology! What are your thoughts?🙂#ProjectVault #Key minerals #USChinaGame