Both Silver and Gold Make Breakouts
President Trump spoke at a Department of State roundtable announcing major new U.S. mining investments, framing them as restoring America as a “minerals superpower” and achieving economic independence after decades of decline.
That should be all you need to know in order to understand what’s already started in the gold sector, after this massive consolidation we have been seeing since January 28th!
Look at the leveraged gold miners index in the past few weeks!
I love this index, because I can be very aggressive, when I believe in the thesis and I have.
What Trump did on Friday was to take this bull market to WALL STREET!
Trump, in a mining roundtable at the State Department, explained that past policies caused the closing of more than 3,400 mines and outsourcing jobs and praised his administration’s record:
1. Over 160 mineral deals worth nearly $40 billion in 18 months, the fastest pace of new mine openings since the 1950s.
2. The first American rare-earth mine in more than 70 years.
3. The first new aluminum smelter since 1980 (in Oklahoma), authorization of deep-sea mining, rebuilding of the National Defense Stockpile, and more than $12 billion for a strategic mineral reserve.
Key policy changes include cutting federal mining permit times from three-to-five years down to as little as 25 days.
Trump has been using tariffs on foreign copper, aluminum, and steel to revive sovereignty and regain national security.
Under the “great big beautiful bill,” $100 billion was secured for critical mineral investments; the government is also making direct equity stakes (examples cited include a $400 million stake in MP Materials that rose in value and a similar arrangement involving Intel).
A centerpiece announcement was $100 million for U.S. mining schools and training programs—far exceeding the $10 million annual request—plus $81 million in grants to institutions such as the Colorado School of Mines, South Dakota School of Mines, and a Johns Hopkins partnership!
I can say without a doubt that two days ago a NEW BULL MARKET has begun in mining stocks!
BILLIONS are coming into the sector!
This is happening, at the same time, as interest rate hike probabilities are plummeting.
Specific project funding totaling about $3 billion was detailed, including loans and financing for a next-generation battery facility, a major Arizona copper project, graphite and boron facilities, scandium production, rare-earth magnets, and related defense/aerospace manufacturing.
Cabinet secretaries (Marco Rubio, Doug Burgum, Howard Lutnick) and industry/education leaders reinforced the message: critical minerals are a national-security issue; the United States must mine, process, refine, and manufacture domestically; foreign subsidies and restrictions had distorted markets; and workforce development plus permitting reform are essential.
Trump closed by stressing that supporting mining benefits the country, not just the industry, and that America is “making mining great again.”
Any one that isn’t conducting research on mining stocks right now is living UNDER A ROCK!
Best Regards,
Lior Gantz
President, WealthResearchGroup.com
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