American smelting for American minerals powered by American energy.
Wall Street Journal (12/15/25) reports: "Korea Zinc the world’s largest zinc smelter, plans to build a $7.43 billion U.S. plant to produce key metals and minerals, under a joint venture aimed at strengthening supply-chain ties between Seoul and Washington. The move comes as the U.S. and South Korea have been seeking a stable and independent supply of rare earths amid concerns that China, which dominates the critical minerals market, could restrict or cut off their supplies. The South Korean company said in a regulatory filing Monday that construction of the smelter will begin in 2027, with completion scheduled for the end of 2029...The U.S. facilities could develop into a complex smelter also producing antimony, germanium, gallium and other strategic minerals, the company said. 'As the global trend toward weaponizing resources intensifies…this project is expected to strengthen South Korea-U.S. economic and security cooperation while making a significant contribution to diversifying global supply chains,' Korea Zinc said in a statement."
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"Many [Blue states] don’t just have clean energy and renewable energy mandates, but electrification and greenhouse gas (GHG) emissions reduction mandates across entire sectors of their economy, as well—and many of the utilities we noted last week cited investments for these initiatives, too."
– Mitch Rolling and Isaac Orr,
Energy Bad Boys Substack
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