Pentagon money is flowing into this supply chain

Hey Folks, Jeff Bishop here,

The war in Iran is doing more than moving energy markets…

It’s putting massive, immediate demand pressure on rare earth materials.

Every missile launched… every drone deployed… every radar system destroyed…

They all consume small but absolutely critical amounts of these elements.

The problem is that supply wasn’t built for this kind of sustained demand.

In fact, analysts are already seeing shortages and price spikes across defense-critical metals as the conflict escalates.

Now layer on top of that a second reality…

The U.S. is trying to completely cut China out of its defense supply chain by 2027.

Which means the Pentagon is not only fighting a war overseas, it’s also racing to rebuild an entire industrial base at home.

On March 2 — just a few days into the Iran conflict — I brought a small U.S. company to your attention that’s establishing a vertically integrated North American supply chain for rare earths. 

That day, Reuters reported that the company had secured Pentagon funding to help design and scale production of rare earth metals used in weapons systems.

These materials — things like samarium and gadolinium — are used in:

• Precision-guided munitions

• Fighter jet systems

• Advanced radar and electronics

In other words… the kinds of systems being used — and depleted — right now.

At the same time, the company just announced a breakthrough processing tech that removes one of the most hazardous and expensive steps in the entire rare earth supply chain.

If that scales the way management suggests, it could dramatically improve cost, safety, and throughput — three things that matter a lot when demand is surging this quickly.

And the market is starting to notice…

When the Pentagon news hit, the stock responded with a strong initial move. Then it did exactly what you’d want to see: It pulled back and consolidated as the initial excitement cooled off.

Now, this week, it’s pushing higher again as new catalysts stack up.

I put together a full breakdown of the company, the setup, and why this could be one of the more compelling Iran War-adjacent opportunities developing right now.

You can check it out here:

👉 View Today’s Tactical Trade Idea 👈

With everyone focused on the energy markets right now, this idea is still “under the radar.”

Get it on your radar today before everyone else catches up.

To Your Success,

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