Through a $400 million purchase of special stock, the Pentagon has taken a 15% stake in the rare earth miner, securing long-term access to critical materials used in everything from electric vehicles to fighter jets.

This deal also includes a ten-year commitment from the government to purchase all the magnets produced at MP's upcoming "10X Facility," along with a minimum price guarantee for key inputs.

Backed by an additional $1 billion in private financing from JPMorgan and Goldman Sachs, the partnership is a strong signal that America is looking to reduce its dependence on foreign-controlled supply chains—especially those dominated by China.

While this move currently applies only to rare earth elements, it opens the door to broader speculation about nationalizing critical elements, metals, chemicals and the likes—something I've discussed repeatedly over the years on Palisades Gold Radio.

If the U.S. government is willing to take ownership in MP to secure critical resources, it's worth asking whether they might consider similar involvement in other sectors down the road, particularly in metals like gold, silver, platinum, and copper. These materials, while not as concentrated in foreign hands as rare earths, are nonetheless vital to the functioning of both our economic and military systems.

Gold, beyond its role as a monetary hedge, has geopolitical value as central banks around the world—especially in China and Russia—continue to accumulate it.

If the U.S. dollar were to face a serious challenge—whether from a competing global reserve currency, a loss of confidence due to excessive debt and deficits, or the rise of alternative settlement systems like BRICS-backed gold trade—the government might view control over domestic gold and silver production as a matter of national security.

Gold, in particular, remains a monetary metal held by central banks as a store of value and potential backstop to fiat currency systems. In a scenario where dollar credibility is questioned, the U.S. might move to secure internal gold and silver supply chains to prevent foreign accumulation, stabilize financial markets, and potentially reassert the dollar's strength through hard-asset backing.