The U.S. Government Just Took a 10% Stake in a Mining Company. Why and Who's Next?

The U.S. federal government has begun taking direct ownership stakes in American mining companies to secure critical minerals for domestic supply. Recent deals include a 10% stake in USA Rare Earth ($1.6B package), a 5% stake in Lithium Americas ($2.26B restructured loan), and a 10% stake in Trilogy Metals ($35.6M investment). These government investments have triggered significant stock price increases, signaling a broader pattern of federal support for domestic mining projects.

06/12/2026, 7:44 PM • GlobeNewswire

Former White House Advisor Predicts: “Trump Is About to Open the Floodgates. Are You Positioned Before June 30th?

Jim Rickards, a former White House advisor, claims a small company trading under $2 per share holds exclusive rights to a massive mineral deposit worth up to $2.7 trillion, containing significant reserves of gold, copper, silver, and critical metals. He predicts the Trump administration will announce a deal by June 30, 2026, citing pending legislation and Executive Order 14153. Rickards notes similar government mineral deals have previously triggered dramatic stock surges.

06/11/2026, 3:00 PM • GlobeNewswire

Jim Rickards: The $2 Stock Connected to What Could Be the Largest Mineral Haul in U.S. History

Jim Rickards, a former White House and Pentagon advisor, claims a sub-$2 per share company holds exclusive rights to a mineral deposit worth up to $2.7 trillion containing gold, copper, silver, and critical metals. He suggests a June 30 government decision could unlock significant value, pointing to historical precedents like Prudhoe Bay and Cheniere Energy where regulatory approval led to massive stock gains.

06/11/2026, 7:00 AM • GlobeNewswire

Jim Rickards: One Small Stock. An estimated $2.7 Trillion Deposit. And a Deadline That Could Make All the Difference.

Jim Rickards claims a remote U.S. mineral deposit worth $2.7 trillion containing gold, copper, silver, and critical defense metals is about to be unlocked by the Trump administration. He identifies a small company trading under $2 per share as holding exclusive rights to the deposit and urges investors to act before a June 30 deadline, citing recent government stakes in similar companies and advancing Senate legislation.

06/09/2026, 7:00 PM • GlobeNewswire

He Predicted Gold at $5,000. Now He Says This $2 Stock Could Be Even Bigger.

Jim Rickards, a former CIA and Pentagon advisor, claims the Trump administration is weeks away from approving access to a major untapped mineral deposit in the United States containing an estimated $2.7 trillion in resources including gold, copper, silver, and critical metals. He suggests a small company trading under $2 per share controls this deposit and could see significant gains once government approval is granted, citing recent government deals with lithium and rare earth companies as precedent.

06/07/2026, 6:00 PM • GlobeNewswire

Trump's Next “Big Buy” Could Make Early Investors a Fortune

Financial researcher Jim Rickards claims a small company trading under $2 per share holds exclusive rights to a massive mineral deposit worth $2.7 trillion in gold, copper, silver, and critical metals. The project has been blocked by environmental regulations, but Rickards points to a June 30 deadline tied to pending Senate legislation and Executive Order 14153 as a potential catalyst for government approval and dramatic stock gains.

06/05/2026, 5:47 PM • GlobeNewswire

Tungsten Reshoring Goes Public: Western Star Files DIBC Application as APT Prices Surge ~900% YoY and the U.S. Defense Procurement Cliff Closes In

Western Star Resources has submitted an application to the U.S. Defense Industrial Base Consortium for tungsten production, capitalizing on surging APT prices (up ~900% YoY) and an incoming January 2027 federal procurement rule banning Chinese, Russian, Iranian, and North Korean tungsten from U.S. defense applications. The company is launching a European investor awareness campaign and conducting a flow-through financing to fund a maiden drill program at its past-producing Rowland tungsten property in Nevada.

05/04/2026, 11:45 AM • Benzinga

$9 Trillion Is Pouring Into American Manufacturing — And It’s Just Getting Started

Major corporations have committed nearly $9 trillion to U.S. manufacturing in under a year. This industrial boom will create unprecedented demand for critical minerals and energy resources, positioning mining and energy companies for significant growth. The federal government is aggressively fast-tracking mining permits and directly investing in mineral producers to secure domestic supply chains.

05/03/2026, 6:00 PM • GlobeNewswire

The $100 Trillion Buried Under Federal Land That Nobody’s Talking About

The U.S. government is dramatically accelerating domestic mining operations through expedited permitting (from 10 years to 28 days) and direct federal investments. With $9 trillion in new manufacturing commitments and China controlling 100% of 15 critical minerals, the government is positioning itself as a major stakeholder in mining companies to secure domestic supply chains for critical minerals essential to defense, technology, and electric vehicles.

05/03/2026, 10:00 AM • GlobeNewswire

Why Trilogy Metals Stock Is Crashing This Week

Trilogy Metals stock fell over 14% this week following two major catalysts: the company reported a Q4 2025 net loss of $34.7 million (with a full-year loss of $42.2 million), and billionaire John Paulson's hedge fund Paulson & Co. completely exited its position in the company. Despite the decline, the analyst suggests current shareholders should maintain their positions as the mining company continues exploration activities.

02/19/2026, 1:10 PM • The Motley Fool

Trump Reportedly Set To Launch $12 Billion Critical Mineral Stockpile To Counter China: AAPL, GM, GOOG, BA In Focus

President Trump is reportedly unveiling Project Vault, a $12 billion critical minerals stockpile initiative combining $10 billion in Ex-Im Bank loans and $1.67 billion in private capital. The program aims to reduce U.S. dependence on Chinese rare earth minerals and protect tech firms, automakers, and manufacturers from supply disruptions. Major companies including Apple, General Motors, Google, Boeing, and Corning have signed up to participate in the raw material handling effort.

02/02/2026, 8:39 AM • Benzinga

Trump Administration Changes Stance On Critical Minerals Price Floors: Report

The Trump administration has abandoned plans to guarantee minimum prices for U.S. critical minerals projects, telling executives their projects must be financially viable without government price support. The policy shift, attributed to lack of congressional funding and market pricing complexities, does not affect the existing MP Materials price floor agreement from July. The administration continues investing in domestic rare earth and critical minerals production to reduce reliance on China.

01/29/2026, 5:31 AM • Benzinga

Will USA Rare Earth Stock Run 100% Post-Trump? MP Materials Did

The Trump administration's 10% equity stake in USA Rare Earth (USAR) as part of a $1.6 billion package is driving investor speculation about significant stock gains. Following the pattern of MP Materials, which surged over 100% after government backing, and similar gains in Lithium Americas and Trilogy Metals, analysts suggest USAR's 100% gain could be conservative given its position as a domestic rare earth competitor and high short interest of 17.45%.

01/26/2026, 10:18 AM • Benzinga

Trump, Congress Move On Rare Earths: 5 Stocks To Watch

The U.S. government is accelerating efforts to secure domestic rare-earth supply chains through executive and legislative action. President Trump directed negotiations on price floors and potential tariffs on critical minerals, while Congress plans to introduce the SECURE Minerals Act establishing a $2.5 billion Strategic Resilience Reserve for critical minerals stockpiling. Five companies are positioned to benefit from increased federal funding and 'Buy American' mandates.

01/15/2026, 11:40 AM • Benzinga

Critical Metals' 100% Run Puts Rare Earth Stocks In Play For 2026's Top Trade

Rare earth stocks are experiencing a significant bull run in early 2026, driven by geopolitical tensions and the Trump administration's focus on mineral sovereignty and reducing dependence on China. Critical Metals has surged 100% year-to-date, while other domestic rare earth producers and related ETFs have also rallied substantially. Key catalysts include Trump's interest in acquiring Greenland for its mineral resources and China's tightening of rare earth export restrictions, signaling the sector's critical importance to U.S. national security.

01/12/2026, 1:41 PM • Benzinga