Nick Hodge,
Publisher
Dec. 3, 2024
This morning, China banned the export of critical minerals to the US as trade tensions escalate.
This is not a surprise announcement or tactic.
We have already been profiting from this trend for over a decade.
China has for years threatened the supply of metals we need to make phones and missiles.
Back in 2010, there was an entire “rare earth boom” that ensued when China moved to cut off supply.
Some things never change.
To recap for those of you who have missed out on a decade of profits already, China dominated the supply and process of several key materials that are needed for clean energy and war — two things governments love to spend money on. That includes rare earths like the gallium and germanium China banned this morning, as well as aluminum, antimony, copper, lithium, molybdenum, tin, zinc, and more.
We have charts for these things.
The investment thesis has been simple and profitable: buy shares of companies that can provide non-Chinese sources of these materials.
That’s how we’ve made thousands-of-percent returns on rare earth, lithium, and copper stocks over the years.
Today, let’s use antimony as an example.
We need it for use in military equipment like infrared missiles, nuclear weapons and night vision goggles, and as a hardening agent for bullets and tanks.
And China isn’t just the world’s largest producer of antimony, it’s also the largest processor of the metal.
When it announced its metal export ban, this stock went up no less than 10% in a single day.
It has tripled this year, going from $4 to over $14 per share.
And those shares still have much higher to climb as you can see here.
We have been telling you that the mine was going to get approved this year.
That approval is now imminent.
The reason we know it’s going to get approved is because it will also become America’s only supply of antimony. The Department of Defense has even given this company millions of dollars to fast-track production.
The writing is on the wall. And has been for a decade.
And it won’t stop with these metals or this profit opportunity.
Until the west prioritizes what matters, China will continue to have a stranglehold on the basic materials we need for everyday life.
And we’ll continue to profit from it everyday.
Call it like you see it,
Nick Hodge
Publisher, Daily Profit Cycle