Watch the story from CBS News last night… https://www.cbsnews.com/news/oklahoma-company-seeks-buoy-us-production-critical-rare-earth-magnets
America’s Rare Earth Revival: A Critical Opportunity for Strategic Investors
In a compelling move that underscores the nation’s shifting geopolitical and economic priorities, Oklahoma-based USA Rare Earth is taking bold steps to bolster domestic production of rare earth magnets—essential components in electric vehicles, smartphones, military tech, and renewable energy systems. As highlighted in a recent CBS News report, the company is aiming to reduce U.S. dependence on China, which currently dominates this critical supply chain.
Why does this matter for investors?
Because rare earth elements are no longer just a strategic resource—they’re a national security asset, and the companies building these capabilities on U.S. soil are well-positioned for long-term government contracts, regulatory support, and exponential growth.
USA Rare Earth is building the only fully-integrated domestic supply chain for permanent magnets outside of China. With bipartisan political support and the strategic alignment of U.S. industrial policy, companies in this sector could become the next generation of American industrial champions.
🔍 Key Takeaways for Strategic Investors:
✅ Geopolitical Tailwinds: Rare earth independence is now a federal priority—opening the door to funding, tax credits, and legislative support.
✅ Massive Demand Curve: EVs, defense systems, wind turbines—all require these materials, and demand is rising exponentially.
✅ Portfolio Diversification: This sector offers a non-correlated asset class, aligning well with private equity strategies that seek risk-adjusted returns and hedging against global volatility.
At Ticker Tape Investments, we’ve long believed in identifying essential technologies and emerging infrastructure plays that combine real-world impact with exceptional return potential. Our due diligence process focuses on sectors with compelling macro narratives, and rare earths are firmly in that camp. Ticker Tape saw an opportunity to purchase shares of USA Rare Earth prior to its SPAC merger as part of our pre-IPO portfolio.
If you’re an accredited investor curious about pre-IPO opportunities, now is the time to reach out to Ticker Tape.
