Hi friend,

Ross here - and I want to bring your attention to something big that could reshape entire commodity markets and create major investment opportunities.

The U.S. government has just announced a first-of-its-kind $12 billion critical minerals initiative called Project Vault — a strategic stockpiling program designed to secure supply chains for essential metals like rare earths, copper, lithium and more.

Think of it as a Strategic Petroleum Reserve — but for the materials that power electric vehicles, consumer electronics, aerospace technologies and advanced manufacturing. 

The government is stepping in to reduce reliance on foreign sources (especially China) and ensure American industry has uninterrupted access to the raw materials that fuel growth and innovation.

This isn’t just policy — it’s market signal:

• Stocks tied to critical minerals and metals processing are reacting — some already showing gains.
• Producers and developers with exposure to rare earths, copper, tungsten, and specialty metals could be positioned to benefit.
• Even larger miners engaging with the initiative are seeing share price movement on the news.

If you want to see the full breakdown of this opportunity and the specific stocks I think are positioned to benefit from Project Vault, click below.

Click to read the full post and get the stocks I think are positioned to benefit

Let me know what you think after you read it!

Best,
Ross Givens