To The Moon

Will the Mining Industry Bloom Under Trump? How Investors Can Get Ahead

Donald Trump's return to the White House has put U.S. mining in the spotlight. His "Unleashing American Energy" executive order, signed on day one, aims to boost domestic mineral production, igniting investor interest. Is this a golden moment for mining stocks? Opportunities beckon, but uncertainties remain—here's how to navigate the terrain.

Trump's Mining Playbook: Policy Signals Take Shape

Trump is pushing to revive American mining. On March 12, a 25% tariff hit all imported steel and aluminum, from raw materials to auto parts, to bolster local producers. His "Addressing the Threat of Copper Imports" order highlights copper and rare earths as strategic priorities, with plans to expand domestic output.

The U.S. is rich in resources, but new mines face a 29-year approval gauntlet, per S&P Global, with only three opened since 2002. "America could ease global copper shortages if permitting speeds up," says Jefferies analyst Chris LaFemina.

Trump recently told Congress he'll "significantly expand" critical mineral and rare earth production. Talks of military base processing or a "critical minerals czar" are swirling, signaling mining's rising priority, though details are still in flux.

A Look at Companies with Upside Potential

If policy shifts unlock America's mining potential, certain players could shine. Here's a rundown of key names to watch:

1. Mining Titans: Old Giants, New Opportunities

– $Rio Tinto Ltd(RIO.AU)$  : Its Resolution copper project in Arizona could meet a quarter of U.S. copper demand if approved.

– $BHP Billiton(BHP)$  : A partner in Resolution, BHP brings a diversified portfolio to the table.

– $Freeport-McMoRan(FCX)$  : With extensive U.S. copper assets, it's poised to benefit from regulatory relief.

– $Barrick Gold Corp(GOLD)$  : Operating major gold mines in Nevada, its CEO sees a bright future under Trump's policies.

2. Critical Mineral Players: Key Beneficiaries to Watch

Trump sees copper, rare earths, and lithium as national security goldmines—and these companies are primed to cash in on the boom:

– $Albemarle (ALB.US)$: A top lithium producer fueling electric vehicle growth.

– $MP Materials (MP.US)$: The rare earths heavyweight bridging America's supply gap.

– $Lithium Americas (LAC.US)$: Advancing a promising lithium project in Nevada.

– $Energy Fuels (UUUU.US)$: A uranium producer tied to rising nuclear energy interest.

Trump's mining focus could energize the sector, especially for firms with U.S. assets in critical minerals. But challenges like permitting delays, environmental pushback, and commodity price swings loom. Track policy progress and company fundamentals to play it smart.

Trump's mining push offers prospects—from giants like Rio Tinto and BHP to critical mineral stars like MP Materials and Albemarle. With policies still evolving, will you jump in early or wait for clarity?

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