the rare-earth deals Commerce is funding

on Howard Lutnick's mind since 2026-08-02

The history

1. 2026-08-17— #4 · 9% · new this week — A $1.6 billion bet that America can make its own magnets
2. 2026-08-05— #2 · 16% · rising — Washington picked MP Materials before the order was signed
3. 2026-08-02— #3 · 12% · new this week — Schiff puts $8.9 billion on the minerals file and calls it family business