Diesel demand will be going way up in 2026

[dan_s]

The One Big Beautiful Mining Boom
Keith Kohl

Some bills pass Congress like a fart in a hurricane — barely noticed, barely remembered.

But every so often, something slips through the marble halls of power that actually matters.

Unless you’ve been hiding under a rock for the last few months, then you know that President Trump has been moving aggressively on his One Big Beautiful Bill Act.

When the bill passed through the Senate on July 1, 2025, a lot of people sat up and took notice. Two days later, the bill sailed through the House.

It took less than 24 hours for President Trump to sign it into law — no autopen necessary.

This law is the most sweeping U.S. industrial and energy policy reform in a generation. But while headlines drooled over its EV incentives and hydrogen tax breaks, most people missed the true investment nugget buried deep in the legislative bedrock: A massive federal push to reshore critical mineral production!

We're talking billions for domestic mining, streamlined permits for rare earth projects, and a golden ticket for companies that can dig, refine, and deliver the materials we actually need to build things — not just tweet about them.

For years, Washington has talked about "supply chain resilience" like it was a yoga pose; this bill finally puts muscle behind the mantra. If you're in the business of pulling gallium, germanium, or antimony out of American soil — congratulations. Uncle Sam just lit a bonfire under your backside.

And Wall Street is finally waking up to the fact that strategic minerals aren’t just a policy debate — they’re a matter of national survival.

At this point, it’s worth asking the uncomfortable question: Why the sudden urgency?

It’s rather simple, really…

China has us by the supply chain throat.

The USGS has been shouting out this warning for decades, and its most recent report showed us just how dependent we’ve become: America imports 100% of its heavy rare earth elements, and over 80% of our total rare earth supply comes from China.

Not coincidentally, these are the very ingredients that power everything from F-35 jets to iPhones to the batteries inside electric tanks and drones.

China didn’t just corner the market — they paved it, fenced it off, and stationed guards at the gates.

Need proof? In 2023, Beijing imposed a sweeping export ban on gallium and germanium, metals crucial for advanced semiconductors and military-grade optics. Last year, they did it again with graphite. And just this spring, rumors swirled about tightening exports of antimony, a mineral used in armor-piercing rounds and night vision lenses.

When China sneezes, our defense industry catches pneumonia.

And let’s not forget the global race to electrify — which has only intensified the mineral madness.

Countries like Indonesia are locking in exclusive critical mineral deals. The U.S. just held “positive” meetings in Jakarta to expand cooperation, but let’s be honest: diplomacy only goes so far when your adversary controls the refinery.

You can’t build a secure grid, a modern military, or a domestic chip industry without rare earths — and you sure as hell can’t wait on a boat from Shenzhen to deliver them.

So while Wall Street obsesses over inflation ticks and the next Fed rate whisper, the real war is being fought with picks and shovels — and the One Big Beautiful Bill is Washington’s first serious volley.

Today, the Trump administration isn’t just throwing money at the problem — it’s going all in.

Last week, the Department of Defense dropped a bombshell announcement that it was deploying funds through its Defense Production Act authority.

On July 10th, the Pentagon shocked the markets by announcing it would become the largest shareholder in MP Materials, the company operating the only active rare earth mine in the United States — the Mountain Pass mine in California.

You read that right, dear reader. The Department of Defense is now a major equity holder in a publicly traded American mining company!

And what happened next was pure rocket fuel for shareholders as the stock surged 50% overnight.

Not because of a flashy earnings report, mind you. Nor was it because of a stock split.

It was because Washington finally put its money where its mouth is.

This wasn’t a bailout — it was a buy-in!

And it sent a clear signal to the entire investing world: Critical minerals aren’t just commodities anymore. They’re strategic assets.

For those of us who’ve been following this shift for years, it wasn’t a surprise — it was a vindication. That’s because we’ve known all along that the next resource boom wouldn’t be oil or gas, it would be the strategic minerals powering future technology, from lasers to lithium batteries.

And if the DoD just bet the farm on MP Materials, then the game is officially on.

Now here’s the key part to this situation:

If you had owned MP Materials before the Pentagon stepped in, you’d be sitting on a 50% gain in a matter of hours. That’s what happens when strategic policy collides with market inertia.

But what if I told you MP isn’t the only game in town?

What if I told you that there’s another U.S.-based mining company sitting on top of a treasure trove of critical minerals — and that it hasn’t hit Wall Street’s radar… yet?

I’m not talking about some speculative foreign miner halfway across the world. This is a fully American operation, with domestic assets, domestic processing plans, and the kind of strategic footprint that makes Defense Department insiders salivate.

In fact, my team and I have been tracking this company for months — watching its permits move, its drill results come in, and its management team quietly position themselves for something massive.