Washington’s New War on China’s 90% Monopoly

The U.S. Treasury is officially weaponizing the World Bank. We dive into the "Bessent Mandate" and the new ETF strategy designed to reclaim the global mineral throne.

US Treasury Secretary Bessent Demands World Bank Bankroll the Anti-China Mineral Race

The Treasury Department, under the Donald Trump administration, is shaking the foundational pillars of global finance. Secretary Scott Bessent just delivered a stark message to the World Bank and the International Monetary Fund: it is time to let climate action plans expire and pivot directly toward securing the critical minerals supply chain.

With China currently dominating over 90% of the rare earth market, Washington's mandate is clear. The U.S. wants global lenders to finance the heavy infrastructure needed to empower Western mining and processing efforts. This shift acts as a massive demand signal for domestic operators pulling rare earths from the ground like MP Materials (NYSE: MP), as well as global heavyweights like Freeport-McMoRan (NYSE: FCX).

The Treasury is simultaneously maneuvering to inject massive lending firepower into the IMF, bypassing a direct congressional budgetary outlay to set the stage for an unprecedented global financial reshuffling.

The global race for minerals is heating up.

Are we about to see the greatest mining and infrastructure boom of the decade?

The ETF Built to Break China’s 90% Monopoly on the Modern World

Sprott's new REXC ETF just launched on the NASDAQ, offering the market's first pure-play strategy to bypass Beijing’s dominance in critical minerals and secure the Western tech and defense supply chain.

This isn't just a broad-market thematic fund; it's a direct financial bet on geopolitical decoupling. The portfolio is heavily anchored by the few operators capable of scaling operations outside of Asia:

  • Lynas Rare Earths Ltd (ASX: LYC)

  • MP Materials (NYSE: MP)

  • USA Rare Earth, Inc. (NASDAQ: USAR)

  • Iluka Resources (ASX: ILU | OTC: ILKAF)

  • Energy Fuels Inc (NYSE: UUUU)

Is the deglobalization of rare earths the next big megatrend? More importantly, what company would you add to this ETF?

X and Wealthsimple's New In-App Trading: A Game-Changer for Junior Mining Stocks

X timeline is the new trading desk with Wealthsimple in Canada.

The gap between discovering a critical minerals play and investing in it just vanished.

With new frictionless financial infrastructure bridging social sentiment directly to order execution, junior mining is about to experience unprecedented liquidity velocity.

Legacy finance is looking the wrong way.

For example a company can release a maiden resource estimate, drill result or a high-grade discovery hole, and the market can price in the geological potential in milliseconds.

  • The X timeline breaks down the geopolitics.

  • The cashtag loads the native chart.

  • The Wealthsimple integration executes the trade.

One app. Zero friction. Milliseconds.

The distance from the drill core to the order book is officially zero.

This is the ultimate distribution moat.

Washington and NASA Are Taking the Moon Nuclear by 2030

The White House just issued an aggressive mandate for orbital fission reactors by 2028 and lunar surface power by 2030. You cannot survive a freezing, 14-day lunar night on solar power alone, which means NASA and the United States Department of War are turning directly to the commercial nuclear sector to power the final frontier.

This tight timeline requires a massive, immediate mobilization across the entire atomic supply chain. Here are the key players stepping up to build our extraterrestrial energy grid:

  • Cameco Corporation (NYSE: CCJ) – Critical raw uranium supply

  • Energy Fuels Inc (NYSE: UUUU) – Domestic fuel cycle infrastructure

  • Centrus Energy Corp. (NYSE: LEU) – Specialized HALEU enrichment chokepoint

  • Oklo Inc. (NYSE: OKLO) – Advanced micro-nuclear and fast-fission tech

  • NuScale Power (NYSE: SMR) – Scalable small modular reactors

  • BWX Technologies (NYSE: BWXT) – Seasoned defense and space nuclear hardware

Who is going to win the trillion-dollar race for off-world energy?

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