Unknown 🦛

$AREC: I am genuinely more bullish on the company after this supposed "bad news". Wow. Here are some thoughts I wanted to share from this article: The most important line in the piece "Two of the people familiar with the matter said pulling funds from ReElement wouldn't affect Vulcan's deal." That's the Pentagon's own people saying the two deals are largely independent. Which cuts directly against the framing that this is an existential problem for the Vulcan partnership or that ReElement is uniquely exposed. Jensen's quote is exactly right Jensen said the company is going ahead with the Indiana facility and stated: "Nobody else in the country can or has produced the products we produce today at ReElement which are needed for defense, commercial and the energy transition." He didn't get defensive about the loan, didn't make promises about disbursement timing, and kept the focus on the operational story. That's the correct posture - I love that. Great professionalism. Navarro publicly defended ReElement by name Peter Navarro called ReElement "exactly the kind of asymmetric bet we should be making" and criticized the OSC's due diligence approach as penalizing "small innovative emerging companies." Having the White House senior counselor for trade go on record defending your company by name to Bloomberg is not a bad day. This, to me, is the greenest flag we could've gotten. The WHITE HOUSE knows what ReElement has and how important they are. The TEP/State Department deal flow is interesting The State Department cited the DoW deal as having "crowded in" an additional $200 million in private funding for ReElement - a likely reference to TEP's equity facility. This is actually a meaningful admission: the government is publicly on record acknowledging that their conditional loan announcement was a catalyst for private capital formation. Nothing crazy here, just interesting. That dynamic doesn't reverse if the loan ultimately gets restructured or delayed. What remains genuinely uncertain It was unclear whether the Pentagon ever received warrants for ReElement or Vulcan. If warrants were never formally issued, that's a sign the due diligence process stalled early - worth monitoring but not necessarily catastrophic. My guess is that it's all really just politics. The same stuff $USAR and $MP are going through regarding their government funding. Bottom line - we now have the White House at bat for ReElement and AREC. Wow. This should tell you everything that you need to know - ReElement, much to what I've been saying - is critical for national security and the US' domestic ability to refine a robust variety of rare earths domestically and at scale. Man oh man! Long $AREC

I wish there was an easier way to organize my tweets and all of the stuff I wanna write on here. I feel like tweets aren't the right instrument to share all of these thoughts I have and want more organized long form options, but Reddit is literally a garbage platform with losers. 💔

AI. Data Centers. Space. EVs. Robotics. Defense. Quantum Computing. Can any of these industries truly reach their full potential without a secure domestic supply of critical minerals, and more importantly, processing? Do people really believe the United States is going to rely on China forever for the materials powering the future? It simply won’t happen. Most people don’t realize it yet… but that’s going to change over the next few years. This will become the most obvious trade in hindsight.