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‘Trump's $12B "Mineral Vault" — America's Quiet Decoupling From China‘ Analytics Table
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Between 2023 and 2025, China weaponized the global mineral trade. Gallium, germanium, graphite — export controls that drove prices up by as much as 437%, with some U.S. companies hit by de-facto bans before any official word was spoken. President Trump's response: Project Vault — a $12 billion U.S. Strategic Critical Mineral Reserve, modeled after the Strategic Petroleum Reserve, built specifically for American industry. In this episode of Procyon Insights, we break down: ▸ How China's "mineral weapon" reshaped global supply chains ▸ The $12B public-private structure ($10B EXIM + $2B private sector) ▸ The three pillars of Project Vault — domestic extraction, strategic storage, international diplomacy ▸ Why Boeing and GE Vernova are calling it "transformative" ▸ The trade war that hit 145% tariffs, the one-year truce, and what comes next ▸ Why national security is now a materials problem — 418 kg of rare earths per F-35, 4,600 kg per Virginia-class submarine This isn't just industrial policy. It's the strategic decoupling of two superpowers, told through the metals that make modern power possible. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ CHAPTERS 0:00 The Mineral Weapon 0:31 Project Vault — The Policy 1:09 The Three Pillars 1:45 The Endgame 2:28 National Security ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ PROCYON METALS Forged for industry. procyonmetals.com #ProjectVault #CriticalMinerals #RareEarths #USChina #StrategicDecoupling #ProcyonMetals
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