>>61082878

The are doing that already. Some here. Lots more to come.

>With China weaponizing exports (e.g., rare earths, graphite restrictions per CSIS and Atlantic Council reports, Oct 2025), the US is pivoting to minerals where domestic/NA/allied supply can ramp fast—echoing your tungsten/silver chats. The USGS 2025 draft list adds 6 high-risk ones (potash, silicon, copper, silver, rhenium, zirconium) based on GDP disruption potential, but for "next choices," I'm highlighting lower-risk standouts: those with strong US production (>20% global) or ally chains (Canada/Australia), minimizing China exposure (<10% reliance). These align with DoD/DoE strategies for EVs, defense, chips—scarcity plays like your silver stack, but with less squeeze drama.