Hemisphere Breaking Free.
** I Have No Idea how the U.S.
Reached these CRAZY DEPENDECIES **
Let me give you a number that should end every argument about national security. 417 kilograms.
That’s roughly how much rare earth material goes into a single F-35. A Virginia-class submarine needs about ten times that.
Now ask the question nobody in Washington wants to answer out loud: who controls the supply? The chokehold, metal by metal.
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NdPr. Neodymium-praseodymium oxide is the heart of the super-magnet.
China controls about 90% of rare earth processing and 93% of magnet manufacturing. America has exactly one rare earth mine, Mountain Pass.
And Beijing has shown the leash. Export controls in April 2025. A harsher second wave in October 2025. That second wave is only suspended until November 10, 2026, five weeks from today.
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Palladium. Nearly three-quarters of U.S. palladium imports come from South Africa and Russia.
A country we sanction. A country whose mines are shrinking.
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Platinum. America has zero primary platinum mines. We import about 89% of what we use. South Africa alone supplies half.
China. Russia. South Africa. All BRICS.
All under stress. All holding a hand on Western industry’s windpipe.
Why these metals are non-negotiable!
These aren’t commodities you can swap out. They’re the load-bearing walls of the three industries that will define this century.
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AI. Every hard drive in every data center spins on NdFeB magnets and stores data on platinum-alloy platters. Palladium plates the capacitors and connectors on the boards. The robots and humanoids AI will drive run on magnet-packed actuators. No NdPr, no physical AI.
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Space. Satellites point themselves with magnet-driven reaction wheels and actuators. Platinum-group metals survive the heat inside thrusters and engine parts where almost nothing else can.
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Defense. Guided munitions, fin actuators, jet engines, radar, submarine drives. Magnets steer them, PGMs harden them.
You can’t build a single drone swarm without these metals. And today, Beijing, Moscow and Pretoria hold the keys.
The hemisphere strikes back!
Here’s the part the crowd is missing. While everyone watches the chokehold, America is quietly building its way out of it, inside its own hemisphere.
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Greenland: the magnet-and-PGM vault. The September 22 defense agreement put Greenland’s resource extraction inside the Western security perimeter and shut out rival-nation capital. Greenland holds both halves of the problem: palladium-platinum deposits and NdPr deposits.
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Alaska: America’s own backyard. The state hosts potential for 51 of 54 USGS critical minerals, including platinum-group elements and rare earths. Bokan Mountain is among the largest undeveloped rare earth deposits in the U.S., unusually rich in the heavy elements China guards most tightly. And Alaska is already receiving Defense Production Act money.
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Venezuela: the energy and minerals wildcard. In March, Treasury lifted sanctions on Venezuela’s minerals sector, including bauxite and coltan, the sources of gallium, tantalum and niobium. Add the world’s largest heavy-crude reserves feeding Gulf Coast refineries, and you get cheaper, secure energy for the smelters and data centers this whole buildout needs.
North, south, and the vault in between. That’s not a supply chain. That’s a fortress.
My bottom line: Chokeholds only work as long as you have no alternative. For thirty years, the West didn’t.
Now the alternative has a map: Greenland for the magnets and PGMs, Alaska for domestic depth, Venezuela for energy and minerals the BRICS can’t touch.
The companies already standing on that map, with the drilling done and the resources defined, are where I’m looking.
The crowd will notice when the November 10 deadline hits.
I’d rather be early.
Best Regards,
Lior Gantz
President, WealthResearchGroup.com
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