# ![@cekdrew Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::349367097.png) @cekdrew cek

cek posts on X about $mp, $uamy, $uuuu, $arec the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::349367097/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349367097/c:line/m:interactions.svg)

- [--] Week [-------] -72%
- [--] Month [---------] +263%
- [--] Months [---------] +7,081%
- [--] Year [---------] +253,699%

### Mentions: [--] [#](/creator/twitter::349367097/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349367097/c:line/m:posts_active.svg)

- [--] Week [--] -15%
- [--] Month [---] +16%
- [--] Months [---] +774%
- [--] Year [---] +21,575%

### Followers: [-----] [#](/creator/twitter::349367097/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349367097/c:line/m:followers.svg)

- [--] Week [-----] +0.77%
- [--] Month [-----] +34%
- [--] Months [-----] +472%
- [--] Year [-----] +612%

### CreatorRank: [-------] [#](/creator/twitter::349367097/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349367097/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  26.47% [countries](/list/countries)  18.63% [stocks](/list/stocks)  8.82% [cryptocurrencies](/list/cryptocurrencies)  4.9% [financial services](/list/financial-services)  #468 [musicians](/list/musicians)  1.96% [exchanges](/list/exchanges)  1.96% [travel destinations](/list/travel-destinations)  0.98%

**Social topic influence**
[$mp](/topic/$mp) #2, [$uamy](/topic/$uamy) #3, [$uuuu](/topic/$uuuu) #3, [$arec](/topic/$arec) #1, [$usar](/topic/$usar) #3, [$uuraf](/topic/$uuraf) #1, [$nb](/topic/$nb) #1, [$mtmcf](/topic/$mtmcf) #1, [$tmc](/topic/$tmc) #2, [$crml](/topic/$crml) #16

**Top accounts mentioned or mentioned by**
[@prettypositron](/creator/undefined) [@probzunknown](/creator/undefined) [@mpmaterials](/creator/undefined) [@reuters](/creator/undefined) [@webcav1](/creator/undefined) [@ravietweet](/creator/undefined) [@atlasshrug1](/creator/undefined) [@polarizinglit](/creator/undefined) [@metalliummtm](/creator/undefined) [@organichuman007](/creator/undefined) [@keungtyler](/creator/undefined) [@aaaochon](/creator/undefined) [@greymonqueen](/creator/undefined) [@grok](/creator/undefined) [@edw4rdcrypto](/creator/undefined) [@koichisan2](/creator/undefined) [@nyseuamy](/creator/undefined) [@potus](/creator/undefined) [@lordmaximus69](/creator/undefined) [@goldmansachs](/creator/undefined)

**Top assets mentioned**
[MP Materials Corp. (MP)](/topic/$mp) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [NovaDEX (NVX)](/topic/$nvx) [Bitcoin (BTC)](/topic/bitcoin) [The Official [--] coin (76)](/topic/$76)
### Top Social Posts
Top posts by engagements in the last [--] hours

"and $CRML about -50% from this post. It was obviously going to go back down when the Greenland hype inevitably faded. Way too many baseless pumpers. $CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than answers but lets focus on their off-take agreements for now. They claim 100% of their off-take is committed which sounds impressive $CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than answers but lets focus on their off-take"  
[X Link](https://x.com/cekdrew/status/2021956026703261930)  2026-02-12T14:34Z [----] followers, [----] engagements


"New Rare Earth Portfolio: $MP $UURAF $NB $MTMCF $LKYRF $NAK A lot changed in [--] weeks. My new Rare Earth Portfolio from largest to smallest holdings: $MP $DTREF $UURAF $NB $MTMCF $LKYRF $RLMLF $NAK A lot changed in [--] weeks. My new Rare Earth Portfolio from largest to smallest holdings: $MP $DTREF $UURAF $NB $MTMCF $LKYRF $RLMLF $NAK"  
[X Link](https://x.com/cekdrew/status/2001049735147200627)  2025-12-16T22:00Z [----] followers, 18.5K engagements


"If $MP keeps dipping Ill be adding all year. I specifically have cash on the side for [----] incase the market pulls back. Focus will also be on core positions of $NB $UURAF $MTMCF for 2026"  
[X Link](https://x.com/cekdrew/status/2006130703994429536)  2025-12-30T22:30Z [----] followers, [----] engagements


"BREAKING: G7 Finance Chiefs to Meet Jan. [--] in Washington on Rare Earth Supply Risks Price Floors Under Review $MP $UUUU $TMC $UAMY $NB Finance ministers from the Group of Seven nations will meet in Washington on January [--] to discuss rare earths supplies three sources familiar with the matter said on Tuesday. One of the sources added that price floors for rare earths would be a point of discussion among other critical mineral topics. G7 countries except Japan are heavily or exclusively reliant on China for a range of materials from rare earth magnets to battery metals. In June last year the"  
[X Link](https://x.com/cekdrew/status/2008540791413919984)  2026-01-06T14:06Z [----] followers, 10.2K engagements


"Im long rare earth and critical mineral juniors. Its about U.S. national security. Me: Who processes and refines the minerals $UUUU $MP $UURAF $AREC Them: buffering"  
[X Link](https://x.com/cekdrew/status/2013342248394498133)  2026-01-19T20:06Z [----] followers, 13.4K engagements


"NEWS: Deadly Explosion at Chinas Rare Earth Factory Kills [--] Injures [--] $MP $UUUU $UURAF $AREC The death toll from an explosion at a rare earth steel plant in north Chinas Inner Mongolia autonomous region has risen to nine. The explosion occurred at 3pm on Sunday at the Baotou Steel Groups rare earth steel plant in Baotou according to the city government. As of Tuesday the accident has injured [--] people killed nine and left one person missing according to state broadcaster CCTV. The Ministry of Emergency Management sent a working group led by Vice-Minister Song Yuanming to the scene on Monday"  
[X Link](https://x.com/cekdrew/status/2013682531942404423)  2026-01-20T18:38Z [----] followers, [----] engagements


"Looking like a gap down for stocks. Will Rare Eaths & Critical Minerals continue to run If the $USAR deal becomes official Monday I would imagine so. $MP $UURAF $MP $UUUU $TMC $UAMY BREAKING: Bitcoin extends losses to fall below $87000 as $170 million worth of levered longs are liquidated in [--] minutes. Liquidations over the last [--] hours are up to $320 million. https://t.co/Dkxfi0EqAk BREAKING: Bitcoin extends losses to fall below $87000 as $170 million worth of levered longs are liquidated in [--] minutes. Liquidations over the last [--] hours are up to $320 million. https://t.co/Dkxfi0EqAk"  
[X Link](https://x.com/cekdrew/status/2015513874590494862)  2026-01-25T19:55Z [----] followers, 10.2K engagements


"BREAKING: DoE Announces Realignment of Critical Minerals and Energy Innovation Programs $MP $UUUU $USAR $UAMY Effective immediately The Office of Critical Minerals & Energy Innovation will be divided into three pillars each of which will be led by a corresponding Deputy Assistant Secretary. 1) The Office of Critical Minerals Materials and Manufacturing Will accelerate mining activities diversify supply chains for critical minerals and metals expand battery and magnet research stimulate innovation in processing and metallurgy and facilitate the recycling of black mass battery materials and"  
[X Link](https://x.com/cekdrew/status/2016598613028147349)  2026-01-28T19:45Z [----] followers, 56.9K engagements


"BREAKING: PRICE FLOORS CANCELLED $MP $UUUU $USAR $UAMY $NB $LAC $MP $USAR Jan [--] (Reuters) - The Trump administration is stepping back from plans to guarantee a minimum price for U.S. critical minerals projects a tacit acknowledgment of a lack of congressional funding and the complexity of setting market pricing multiple sources told $LAC $MP $USAR Jan [--] (Reuters) - The Trump administration is stepping back from plans to guarantee a minimum price for U.S. critical minerals projects a tacit acknowledgment of a lack of congressional funding and the complexity of setting market pricing multiple"  
[X Link](https://x.com/cekdrew/status/2016644406955151746)  2026-01-28T22:47Z [----] followers, 28.9K engagements


"UPDATE: $MP DEAL IS UNCHANGED @MPMaterials From story: The shift would guide future deals and does not affect MP's price floor which the government agreed to as part of an investment package last July. @MPMaterials From story: The shift would guide future deals and does not affect MP's price floor which the government agreed to as part of an investment package last July"  
[X Link](https://x.com/cekdrew/status/2016674965571948578)  2026-01-29T00:49Z [----] followers, [----] engagements


"I love you @MPMaterials $MP Tony that's amazing. I thought you sold nothing and had no revenue My mistake Tony that's amazing. I thought you sold nothing and had no revenue My mistake"  
[X Link](https://x.com/cekdrew/status/2016675221164429379)  2026-01-29T00:50Z [----] followers, 18.1K engagements


"This absolutely made my week. $MP publically going after $CRML This is exactly the kind of energy we need. Almost like Ive been trying to tell yall something Tony that's amazing. I thought you sold nothing and had no revenue My mistake Tony that's amazing. I thought you sold nothing and had no revenue My mistake"  
[X Link](https://x.com/cekdrew/status/2016711576733016249)  2026-01-29T03:14Z [----] followers, 29.1K engagements


"This is wild too @NYSE_UAMY $UAMY straight up copied @MPMaterials $MP response and just swapped a few words like it was a Mad Lib assignment. $UAMY Yesterdays Reuters article is inaccurate misleading and inconsistent with the facts as they relate to U.S. Antimony. It continues a pattern of speculative reporting that mischaracterizes U.S. government policy and creates unnecessary confusion in the market. U.S. $UAMY Yesterdays Reuters article is inaccurate misleading and inconsistent with the facts as they relate to U.S. Antimony. It continues a pattern of speculative reporting that"  
[X Link](https://x.com/cekdrew/status/2016875321052524848)  2026-01-29T14:05Z [----] followers, [----] engagements


"$MP DOWN -10% EVEN THOUGH ITS BEEN CONFIRMED THE NEWS DOES NOT APPLY TO THEM"  
[X Link](https://x.com/cekdrew/status/2016890026324361518)  2026-01-29T15:03Z [----] followers, [----] engagements


"Again Again $MP $UAMY $USAR $UURAF $AREC $TMC Market Open Today: $MP $UAMY $TMC https://t.co/VI49S2RVNT Market Open Today: $MP $UAMY $TMC https://t.co/VI49S2RVNT"  
[X Link](https://x.com/cekdrew/status/2016900185788465513)  2026-01-29T15:44Z [----] followers, [----] engagements


"NOW REUTERS IS REPORTING INCOMING MARKET-WIDE PRICE FLOORS FOR CERTAIN MINERALS $MP $UAMY $UUUU $USAR You cant make this up. This is the worst journalism Ive ever seen. Yet ANOTHER edit by Reuters. This is getting ridiculous just write a new story and retract the old one. Wild that I used to have respect for this organization. $UAMY $MP $USAR $UUUU @Reuters https://t.co/n1kRu1iky0 Yet ANOTHER edit by Reuters. This is getting ridiculous just write a new story and retract the old one. Wild that I used to have respect for this organization. $UAMY $MP $USAR $UUUU @Reuters https://t.co/n1kRu1iky0"  
[X Link](https://x.com/cekdrew/status/2016913254459523213)  2026-01-29T16:36Z [----] followers, 23.8K engagements


"$MP vs $AREC now no one is safe. My two holdings officially have beef. This is wild. Scale up and produce something meaningful. Then you can talk about what you need and don't need. https://t.co/HmGdOqH5Sr Scale up and produce something meaningful. Then you can talk about what you need and don't need. https://t.co/HmGdOqH5Sr"  
[X Link](https://x.com/cekdrew/status/2016917852075270486)  2026-01-29T16:54Z [----] followers, [----] engagements


"$UURAF was down over 17% to $6.00/share now only down 3% over $7.00. COMEBACK OF THE YEAR"  
[X Link](https://x.com/cekdrew/status/2016956682744574282)  2026-01-29T19:28Z [----] followers, [----] engagements


"Looks like a government shutdown may be avoided. Overall positive for rare earths and critical minerals. $MP $UAMY $UUUU $USAR $NB $AREC $TMC BREAKING: Senate Democrats say they have reached a deal with President Trump to fund the government and avoid a government shutdown. BREAKING: Senate Democrats say they have reached a deal with President Trump to fund the government and avoid a government shutdown"  
[X Link](https://x.com/cekdrew/status/2017036082341175705)  2026-01-30T00:44Z [----] followers, [----] engagements


"October Part [--] $MP $UAMY $CRML $USAR $UUUU $TMC $AREC"  
[X Link](https://x.com/cekdrew/status/2017303317806821561)  2026-01-30T18:26Z [----] followers, [----] engagements


"BRUTAL WEEK $CRML -40% $UAMY -38% $AREC -33% $TMC -32% $NB -28% $USAR -27% $OMEX -21% $MP -19% $DREF -19% $MTMCF -16% $UUUU -16% $UURAF -14%"  
[X Link](https://x.com/cekdrew/status/2017348144858603724)  2026-01-30T21:24Z [----] followers, [----] engagements


"@webcav1 Whoa Conviction on $MP"  
[X Link](https://x.com/cekdrew/status/2019451212391653650)  2026-02-05T16:41Z [----] followers, [---] engagements


"@prettypositron None are producing besides $MP and its a macro-wide sell off all high-beta risk assets have seen a sharp sell off. This sector falls under that basket"  
[X Link](https://x.com/cekdrew/status/2019490123222565131)  2026-02-05T19:15Z [----] followers, [---] engagements


"@probzunknown Agreed. All I care about is stocks and to watch crypto. I wish there was at least a way to turn it off or hide it. I actually really enjoy Shwabs old school look. So its a nice balance to my Hood portfolio"  
[X Link](https://x.com/cekdrew/status/2019935393588641888)  2026-02-07T00:45Z [----] followers, [---] engagements


"$SPY is Green yet Rare Earths / Critical Minerals once again nuked at open. $USAR now below $20 for the first time since the Government Deal. They arent letting anything run yet"  
[X Link](https://x.com/cekdrew/status/2021964275703853257)  2026-02-12T15:07Z [----] followers, [----] engagements


"No surprise the sell-off in Rare Earths and Critical Minerals continues even in the face of objectively strong news. $MP $UUUU $USAR $AREC $TMC $UURAF Imagine the reaction if the House had voted against the legislation. This is macro pressure weighing on high-beta names not a reflection of the fundamentals. The thesis remains intact but the question is: how much lower do we go BREAKING: House Passes The Securing Americas Critical Minerals Supply Act $MP $UUUU $USAR $UAMY $AREC $TMC $UURAF Today Chairman Brett Guthrie and Congressman John James announced House passage of key Energy and"  
[X Link](https://x.com/cekdrew/status/2022059796506042750)  2026-02-12T21:26Z [----] followers, 10.7K engagements


"$MP was just at $75 a few weeks ago and now were back around the mid-$50s. Im confident the stock will eventually hit $100+ again. ⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report. ⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report"  
[X Link](https://x.com/cekdrew/status/2022297183115002334)  2026-02-13T13:09Z [----] followers, [----] engagements


"NEWS: $CRML Majority Holder $EULIF sells 10% of their $CRML holdings at $14.7/share. Interesting timing. https://www.sec.gov/Archives/edgar/data/1951089/000121390026004227/xsl144X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1951089/000121390026004227/xsl144X01/primary_doc.xml"  
[X Link](https://x.com/cekdrew/status/2011491491986723114)  2026-01-14T17:31Z [----] followers, [----] engagements


"@ravietweet Personally my top [--] holdings by far are $MP $MTMCF and $UURAF Ill post an updated portfolio later today"  
[X Link](https://x.com/cekdrew/status/2022325557354992070)  2026-02-13T15:02Z [----] followers, [---] engagements


"🚨 U.S. Miners May Face Tariffs If They Process Ore Overseas $MP $UURAF $UUUU $MTMCF $AREC $UAMY The Section [---] proclamation makes clear that any future tariffs or price floors will focus on processed critical minerals and downstream products not raw ore. That means material mined in the U.S. but sent overseas for refining separation or magnet production could face trade barriers when it comes back. The policy is aimed squarely at foreign-controlled processing chokepoints not extraction alone. Without domestic processing capacity U.S. mining projects remain vulnerable. Mining at home does"  
[X Link](https://x.com/cekdrew/status/2011599149121355981)  2026-01-15T00:39Z [----] followers, 16.5K engagements


"EXIM CEO clearly saying their core focus is not on upstream but the midstream: processing and refining. Hello $UURAF $MTMCF $AREC $UUUU $UAMY Supply chain security is economic security. Under @POTUS leadership Public + private sectors are working together to de-risk critical supply chains and boost U.S. resilience. https://t.co/7dCOrFCT38 Supply chain security is economic security. Under @POTUS leadership Public + private sectors are working together to de-risk critical supply chains and boost U.S. resilience. https://t.co/7dCOrFCT38"  
[X Link](https://x.com/cekdrew/status/2021042983638815018)  2026-02-10T02:06Z [----] followers, [----] engagements


"NEWS: Beijing to Brief Top Rare Earth and Metals Producers on Export Controls on March [--] $MP $UUUU $UAMY $USAR $NB $AREC $UURAF A Chinese metals industry body will hold a policy briefing next month on rare earth and other critical minerals exports as Beijing tightens controls on strategic materials and steps up oversight of dual-use goods according to an event notice. The China Chamber of Commerce of Metals Minerals & Chemicals Imports & Exports will hold the event on March [--] in Beijing. Officials from the Commerce Ministry and customs authority will brief metals firms on export controls"  
[X Link](https://x.com/cekdrew/status/2022062896524439581)  2026-02-12T21:38Z [----] followers, [----] engagements


"FOX: U.S. One Crisis Away From Rare Earth Supply Shock $MP $UUUU $USAR $AREC $NB $UAMY $TMC Industry experts warn the United States is "one crisis away" from losing access to the rare earth elements that power everything from fighter jets to electric vehicles a vulnerability President Donald Trumps new $12 billion "Project Vault" aims to address. The initiative backed by $1.67 billion in private seed money and a $10 billion loan from the Export-Import Bank would create a federally supported stockpile of rare earth elements and other critical minerals. The U.S. currently imports much of those"  
[X Link](https://x.com/cekdrew/status/2022326794016199044)  2026-02-13T15:07Z [----] followers, [----] engagements


"🚨 CHINESE MAGNETS ARE BEING BANNED JANUARY [--] [----] 🚨 $MP $USAR $AREC The DFARS magnet ban refers to restrictions under the Defense Federal Acquisition Regulation Supplement (DFARS) specifically DFARS [--------] and clause 252.225-7052 ("Restriction on the Acquisition of Certain Magnets Tantalum and Tungsten"). These rules prohibit the U.S. Department of Defense (DoD) from acquiring certain rare earth permanent magnets if they originate from: China Russia North Korea or Iran. The restrictions apply to: Samarium-cobalt (SmCo) magnets and Neodymium-iron-boron (NdFeB) magnets. These magnets are"  
[X Link](https://x.com/cekdrew/status/2005756527056216485)  2025-12-29T21:43Z [----] followers, 21.2K engagements


"NEWS: Washington Moves to Build $2.5B Rare Earth Stockpile Bolstering EV and Defense Supply Chains $MP $UUUU $UURAF $AREC $USAR $TMC $UAMY A bipartisan group of U.S. lawmakers on Thursday introduced a bill to create a $2.5 billion stockpile of critical minerals a move aimed at stabilizing market prices and encouraging domestic mining and refining. The bill marks Washington's latest attempt to offset what policymakers view as Chinese manipulation of prices for lithium nickel rare earths and other critical minerals - vital for items from electric vehicles to high-tech weaponry - that has"  
[X Link](https://x.com/cekdrew/status/2011858233015877879)  2026-01-15T17:49Z [----] followers, 10.5K engagements


"18-24 months $MP $UUUU $UURAF $AREC $MTMCF $UAMY + Korea Zinc Who else BESSENT SEES CRITICAL MINERALS REFINING INDEPENDENCE 18-24 MTHS BESSENT SEES CRITICAL MINERALS REFINING INDEPENDENCE 18-24 MTHS"  
[X Link](https://x.com/cekdrew/status/2013656627514085736)  2026-01-20T16:55Z [----] followers, [----] engagements


"Safe to say the Theme has been on fire. First [--] weeks of 2026: $CRML +175% $UAMY +100% $USAR +87% $AREC +73% $UURAF +72% $UUUU +70% $DTREF +62% $MP +42% $LYSDY +42% $LAC +37% $NB +37% $MP +36% $TMQ +35% $OMEX +33% $LKYRF +11% $NAK +7% $MTMCF -13% Rare Earths: A Major Theme for [----] $MP $UUUU $TMC $UAMY $NB Could the market still pull back and take these names down with it Absolutely. But make no mistake the tide is turning. 1) No Official Deal Yet: The U.S. and China still havent formalized a Rare Earths agreement. Rare Earths: A Major Theme for [----] $MP $UUUU $TMC $UAMY $NB Could the market"  
[X Link](https://x.com/cekdrew/status/2014422892553929147)  2026-01-22T19:40Z [----] followers, 29.1K engagements


"Im tired boss $MP $UAMY $UUUU BREAKING: The US OMB confirms a government shutdown will begin at midnight. https://t.co/c4ET2LZ7z2 BREAKING: The US OMB confirms a government shutdown will begin at midnight. https://t.co/c4ET2LZ7z2"  
[X Link](https://x.com/cekdrew/status/2017428577231225139)  2026-01-31T02:43Z [----] followers, 15.4K engagements


"This still isnt priced in. Closer we get to [----] the masses will eventually connect the dots. IFKYK $MP $USAR $AREC 🚨 CHINESE MAGNETS ARE BEING BANNED JANUARY [--] [----] 🚨 $MP $USAR $AREC The DFARS magnet ban refers to restrictions under the Defense Federal Acquisition Regulation Supplement (DFARS) specifically DFARS [--------] and clause 252.225-7052 ("Restriction on the Acquisition of https://t.co/abnNxvwvyk 🚨 CHINESE MAGNETS ARE BEING BANNED JANUARY [--] [----] 🚨 $MP $USAR $AREC The DFARS magnet ban refers to restrictions under the Defense Federal Acquisition Regulation Supplement (DFARS)"  
[X Link](https://x.com/cekdrew/status/2017974088933822514)  2026-02-01T14:51Z [----] followers, 17K engagements


"NEWS: Washington to Host Second G7 Summit Focused on Critical Minerals Strategy on February 4th Ministers from the US EU UK Japan Australia and New Zealand will meet in Washington this week to discuss a strategic alliance over critical minerals. The summit is being seen as a step to repair transatlantic ties fractured by a year of conflict with Donald Trump and pave the way for other alliances to help countries de-risk from China including one centred on steel. It is the second summit on the matter within a month and involves about [--] countries including the G7 members the UK US Japan France"  
[X Link](https://x.com/cekdrew/status/2017983321762881783)  2026-02-01T15:28Z [----] followers, 36.7K engagements


"BREAKING: Trump Launches $12 Billion Minerals Stockpile to Counter China $MP $UUUU $UAMY $USAR $NB $AREC The Trump administration is preparing to establish a $12 billion strategic stockpile of critical minerals to reduce U.S. dependence on Chinese supplies and protect American manufacturers from supply disruptions. The initiative known as Project Vault will combine $10 billion in financing from the U.S. Export-Import Bank with $1.67 billion in private capital to procure and store minerals essential for manufacturing according to Bloomberg News citing senior administration officials who"  
[X Link](https://x.com/cekdrew/status/2018300075273785584)  2026-02-02T12:26Z [----] followers, 22.8K engagements


"I posted about this a few months ago. Knowing whats coming makes the volatility easier to sit through. Theres only so many domestic companies that can help meet this demand. $MP $UUUU $UURAF $AREC $USAR Morgan Stanley estimates that total rare earth magnet demand will grow [---] from [----] to [----] https://t.co/07H09EooYr Morgan Stanley estimates that total rare earth magnet demand will grow [---] from [----] to [----] https://t.co/07H09EooYr"  
[X Link](https://x.com/cekdrew/status/2018354759627923850)  2026-02-02T16:04Z [----] followers, [----] engagements


"NEWS: EU Seeks U.S. Alliance on Critical Minerals as Chinas Supply Chain Dominance Looms $MP $USAR $UUUU $UAMY $TMC $NB $AREC The European Union is preparing to propose a critical minerals partnership with the United States aimed at reducing Chinas influence over global supply chains according to people familiar with the matter reported by Bloomberg. The EU is ready to sign a memorandum of understanding with the US to develop a "Strategic Partnership Roadmap" within three months. This partnership would focus on finding alternative sources for critical minerals which are essential components"  
[X Link](https://x.com/cekdrew/status/2018710560037060700)  2026-02-03T15:37Z [----] followers, [----] engagements


"Government should be fully open again soon. Positive for Rare Earths / Critical Minerals ahead of the 2nd G7 Meeting. $MP $UUUU $UAMY $USAR $AREC $TMC $NB BREAKING: U.S. House passes government funding bill sending it to Trump's desk BREAKING: U.S. House passes government funding bill sending it to Trump's desk"  
[X Link](https://x.com/cekdrew/status/2018772704644718845)  2026-02-03T19:44Z [----] followers, [----] engagements


"The Rare Earth & Critical Minerals sector is still in its very early innings. Remember the real bottleneck isnt mining its processing. Im excited to be invested in $MP $UURAF $MTMCF and $AREC and to watch how these companies execute over the next decade. The volatility will be extremely high. If price action shakes your conviction you never had any. Everything else is noise. https://twitter.com/i/web/status/2018794805317210228 https://twitter.com/i/web/status/2018794805317210228"  
[X Link](https://x.com/cekdrew/status/2018794805317210228)  2026-02-03T21:12Z [----] followers, [----] engagements


"@AtlasShrug1 I believe it will IPO this year"  
[X Link](https://x.com/cekdrew/status/2018816754986909887)  2026-02-03T22:39Z [----] followers, [---] engagements


"BREAKING: Senators Move to Expand EXIM to $205B to Support Critical Minerals $MP $UAMY $UUUU $USAR $NB $AREC $TMC Senators will introduce legislation on Wednesday to reauthorise funding for the US Export-Import Bank for the next decade as lawmakers try to inject an extra $70B into an agency that plays an increasingly central role in shoring up energy and minerals projects. Kevin Cramer the Republican senator from North Dakota who is co-sponsoring the reauthorisation legislation with Democrat Mark Warner told the FT that Donald Trump was all in on funding the EXIM Bank adding the US president"  
[X Link](https://x.com/cekdrew/status/2019030315335868493)  2026-02-04T12:48Z [----] followers, 22.3K engagements


"Shoutout to @Reuters for last weeks generational reporting on rare earth price floors impacting $MP $UUUU $UAMY $USAR $NB $AREC & more. A complete disaster of a report. U.S. plans critical mineral price floors with Mexico EU and Japan per CNBC U.S. plans critical mineral price floors with Mexico EU and Japan per CNBC"  
[X Link](https://x.com/cekdrew/status/2019121451195101569)  2026-02-04T18:50Z [----] followers, 11.7K engagements


"Down we go $MP $UUUU $UAMY $USAR $NB $TMC $AREC Youre not gunna shake me out POV: You full ported Rare Earth & Critical Mineral Stocks $MP $UUUU $UAMY $USAR $NB $TMC $AREC https://t.co/ZL9hbB1R5Z POV: You full ported Rare Earth & Critical Mineral Stocks $MP $UUUU $UAMY $USAR $NB $TMC $AREC https://t.co/ZL9hbB1R5Z"  
[X Link](https://x.com/cekdrew/status/2019436452564857190)  2026-02-05T15:42Z [----] followers, [----] engagements


"This should be a bipartisan issue. Its simply common sense. $MP $UUUU $UAMY $USAR $AREC $NB This is not a joke. Inaction now carries serious long-term consequences for the United States and the clock is ticking. Why did [---] Democrats vote AGAINST the Critical Mineral Dominance Act For years Communist China has held a STRANGLEHOLD on the minerals used in our phones and cars. House Republicans and President Trump are UNLEASHING American production to end Chinas monopoly while Democrats https://t.co/6VStquf1Hv Why did [---] Democrats vote AGAINST the Critical Mineral Dominance Act For years"  
[X Link](https://x.com/cekdrew/status/2019456666987622675)  2026-02-05T17:02Z [----] followers, 12.5K engagements


"Someones eating up anyone that sells there shares here $MP"  
[X Link](https://x.com/cekdrew/status/2019567984117969043)  2026-02-06T00:25Z [----] followers, [----] engagements


"@PolarizingLit What exactly is going on right now thats causing this for $NAK"  
[X Link](https://x.com/cekdrew/status/2022041061326274927)  2026-02-12T20:12Z [----] followers, [---] engagements


"@prettypositron Everything is down yes but not necessarily all -50% from highs"  
[X Link](https://x.com/cekdrew/status/2022059945806758240)  2026-02-12T21:27Z [----] followers, [--] engagements


"NEWS: China Molybdenum to Acquire Equinox Golds Brazil Operations in $1.015B All-Cash Deal $DTREF $GLD In a decisive move that reshapes the landscape of the global mining sector China Molybdenum Company Limited (CMOC Group) has entered into a definitive agreement to acquire the entirety of Equinox Gold Corp.s mining operations in Brazil. The all-cash transaction valued at a headline price of US$1.015 billion signals a monumental shift for both entities. For Canadian-based Equinox Gold the deal represents a strategic contraction and balance sheet restructuring while for CMOC it marks an"  
[X Link](https://x.com/cekdrew/status/2002161185177657431)  2025-12-19T23:36Z [----] followers, [----] engagements


"Is $LKYRF $LKY $LKY.ax the only REE stock that hasnt recovered in the slightest Down around 70% from the peak. Recently received a $190M LOI from EXIM. Market Cap $49M. Volume has completely dried up with a ten day average of 180K on the OTCQF"  
[X Link](https://x.com/cekdrew/status/2008740714763747425)  2026-01-07T03:21Z [----] followers, [----] engagements


"BREAKING: Processed Critical Minerals Declared a National Security Risk $MP $UURAF $UUUU $MTMCF $AREC The new Section [---] proclamation escalates U.S. policy: for the first time processed critical minerals and their downstream products including rare earth magnets refined battery metals and defense alloys are officially deemed a national security threat. The President has directed negotiations with trading partners under a 180-day timeline and if those talks fail tariffs import restrictions and price floors could be imposed. This shifts the focus from raw mining to processing and downstream"  
[X Link](https://x.com/cekdrew/status/2011555219482476609)  2026-01-14T21:45Z [----] followers, 85.9K engagements


"@Lord_Maximus69 I dont think $MP will ever go that low but who knows"  
[X Link](https://x.com/cekdrew/status/2021973609565368727)  2026-02-12T15:44Z [----] followers, [---] engagements


"$CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than answers but lets focus on their off-take agreements for now. They claim 100% of their off-take is committed which sounds impressive until you realize most of it is non-binding and could collapse at a moments notice. Lets pretend its guaranteed for a second: - 25% goes to Saudi Arabia specifically Tariq Abdel Hadi Abdullah Al-Qahtani & Brothers Company (TQB). They are a private industrial construction firm with zero mining or processing experience. Thats"  
[X Link](https://x.com/cekdrew/status/2011840758081294424)  2026-01-15T16:39Z [----] followers, 37.3K engagements


"POV: You full ported Rare Earth & Critical Mineral Stocks $MP $UUUU $UAMY $USAR $NB $TMC $AREC"  
[X Link](https://x.com/cekdrew/status/2019112720906530909)  2026-02-04T18:16Z [----] followers, [----] engagements


"BREAKING: House Passes The Securing Americas Critical Minerals Supply Act $MP $UUUU $USAR $UAMY $AREC $TMC $UURAF Today Chairman Brett Guthrie and Congressman John James announced House passage of key Energy and Commerce legislation designed to fortify Americas energy supply chains curb dependence on adversarial nations and protect the critical resources that underpin our economy and national security. H.R. [----] titled Securing Americas Critical Minerals Supply Act requires the Department of Energy to assess critical energy resource supply chains including critical minerals and rare earth"  
[X Link](https://x.com/cekdrew/status/2021799235604086830)  2026-02-12T04:11Z [----] followers, 27.1K engagements


"Government took a stake in $USAR at $17.17/share. Current price is $19.75. I have to admit it is interesting at these levels. Would $USAR really dip below the price the government got in at $SPY is Green yet Rare Earths / Critical Minerals once again nuked at open. $USAR now below $20 for the first time since the Government Deal. They arent letting anything run yet. $SPY is Green yet Rare Earths / Critical Minerals once again nuked at open. $USAR now below $20 for the first time since the Government Deal. They arent letting anything run yet"  
[X Link](https://x.com/cekdrew/status/2021972000848437595)  2026-02-12T15:37Z [----] followers, [----] engagements


"NEWS: @GoldmanSachs BECOMES A 5% SHAREHOLDER IN @Metallium_MTM It seems they have been accumulating for months reaching a total of 5.04% ownership of the company. $MTM.ax $MTMCF $UURAF I can confirm between @GoldmanSachs and I we own a total of 5.041% of the company"  
[X Link](https://x.com/cekdrew/status/2022160417464938963)  2026-02-13T04:06Z [----] followers, [----] engagements


"Took a starter in $USAR [---] shares to just dip my toes in. Not my favorite REE name but after the government backing the valuation look attractive down here. Will scale in more if the dip continues"  
[X Link](https://x.com/cekdrew/status/2022370780357562780)  2026-02-13T18:02Z [----] followers, [---] engagements


"The company Im most excited about right now is @Metallium_MTM and its not even close. $MTMCF $MTM Not a mining company. A technology company. If they continue on this trajectory and successfully prove their Flash Joule heating technology at scale this could be truly transformative. Potentially a once-in-a-generation industry defining breakthrough coming at the perfect time. Metallium has executed its first binding e-scrap supply agreement with Glencore securing feedstock to support commissioning and scale-up of our U.S. Flash Joule Heating platform. A major step from development into"  
[X Link](https://x.com/cekdrew/status/2008200040976622022)  2026-01-05T15:32Z [----] followers, [----] engagements


"Looks like $UURAF finally decided to show up to the party today: +25% My second largest holding behind $MP"  
[X Link](https://x.com/cekdrew/status/2009010347718660447)  2026-01-07T21:12Z [----] followers, [----] engagements


"NEWS: $CRML CEO Tony Sage Says U.S. Interference in Greenland Risks Project Delays and Complications When asked if the U.S decides to make a move on Greenland Tony said: What it does do is stall the process of going forward. For us who are our masters who we get our final approvals from for the environment who do we go to get approval to put the plant here Those sorts of things will become messy. When asked if theyre in contact with the Trump Administration Tony said No and also later added: Because were a foreign company that may impede them (The U.S. Government) from investing directly into"  
[X Link](https://x.com/cekdrew/status/2009280985880297749)  2026-01-08T15:08Z [----] followers, [----] engagements


"The $UURAF x $MTMCF technology stack is what Im placing my highest-risk highest-reward bet on over the next decade. The risk is obvious: emerging processes brand new disruptive technology and scale-up uncertainty. but so is the upside. If their respective technologies work as intended and reach commercial scale they have the potential to fundamentally disrupt how rare earths & critical minerals are refined processed and recycled particularly outside of China. Im excited to see how these two companies deliver over the next few years. Im in this for the long haul. On the other end of the"  
[X Link](https://x.com/cekdrew/status/2009647492187533481)  2026-01-09T15:24Z [----] followers, [----] engagements


"Section [---] explicitly acknowledges that mining alone is meaningless without processing. $MP $UURAF $MTMCF The document clearly states that domestic mining does not protect national security if processing is still done abroad. Thats a sharper stance than prior policy language and exactly why I pivoted my portfolio to focus on processing. Processing refining recycling is the bottleneck not minerals themselves. https://twitter.com/i/web/status/2011556038445596872 https://twitter.com/i/web/status/2011556038445596872"  
[X Link](https://x.com/cekdrew/status/2011556038445596872)  2026-01-14T21:48Z [----] followers, [----] engagements


"In my opinion this news is extremely BULLISH for domestic processing refining and recycling companies ( $MP $UURAF $UUUU $MTMCF $UAMY ) but somewhat BEARISH for domestic mining companies who have no plan for processing refining or recycling. The U.S does not want to send ore overseas for processing. They want to incentivize domestic capabilities. The demand for domestic processing will be unprecedented any company who can excel in the area quickly will be a massive winner. BREAKING: Processed Critical Minerals Declared a National Security Risk $MP $UURAF $UUUU $MTMCF $AREC The new Section 232"  
[X Link](https://x.com/cekdrew/status/2011601319283372149)  2026-01-15T00:48Z [----] followers, 19.2K engagements


"Insane run on $UURAF to start [----]. Longterm hold for me"  
[X Link](https://x.com/cekdrew/status/2012175544612270379)  2026-01-16T14:50Z [----] followers, [----] engagements


"This is the part of the rare earth and critical minerals conversation that most investors fundamentally misunderstand and it applies directly to names like $MTMCF $UURAF $AREC $MP and $UUUU. An influx of new mines does not automatically create value for producers. In fact if multiple projects come online around the same time the most likely outcome is oversupply which historically leads to price compression not sustained windfalls for miners. Mining is a volume business with thin margins and commodity prices respond quickly when supply ramps faster than demand. The real bottleneck in the"  
[X Link](https://x.com/cekdrew/status/2013082795224998314)  2026-01-19T02:55Z [----] followers, 10.4K engagements


"$AREC going wild today +26% No one has been more vocal about the stock than @probzunknown & @johhnyWalkerAZ still just the beginning for the company @probzunknown Added this morning Portfolio simply wasnt complete without some $AREC such an underrated sector that will end up being bigger and more important than just mining itself. Way bigger. @probzunknown Added this morning Portfolio simply wasnt complete without some $AREC such an underrated sector that will end up being bigger and more important than just mining itself. Way bigger"  
[X Link](https://x.com/cekdrew/status/2014074388702761259)  2026-01-21T20:35Z [----] followers, [----] engagements


"So $NAMM tagged $5.70 today. A perfect example of how unhinged the tape is right now. A move from $1 to $5.70 in just four days in a speculative African gold miner is something you simply wouldnt have seen [--] days ago. The sector and the broader market is firmly in a euphoric phase. Speculation is clearly outweighing fundamentals and were starting to see some truly stretched valuations. Curious to see how long this kind of momentum can last. Whats going on with $NAMM https://t.co/cUddsIE7Ad Whats going on with $NAMM https://t.co/cUddsIE7Ad"  
[X Link](https://x.com/cekdrew/status/2014799939877097643)  2026-01-23T20:38Z [----] followers, [----] engagements


"⚠ $USAR NO DEAL IS OFFICIAL Proceed with caution. There has been no official announcement confirming a deal. Remember me saw this exact setup in October with $CRML. Reports cited unnamed government sources the stock went parabolic on the rumor and then tumbled when nothing materialized. BREAKING: U.S. Government To Take a Stake in $USAR in $1.6bn Critical Minerals Deal The Trump administration is planning to inject $1.6bn into an American rare earths company its biggest investment in the sector in Washingtons latest foray into private industry to shore up BREAKING: U.S. Government To Take a"  
[X Link](https://x.com/cekdrew/status/2015445372118675849)  2026-01-25T15:23Z [----] followers, 53.1K engagements


"Market Open Today: $MP $UAMY $TMC"  
[X Link](https://x.com/cekdrew/status/2015796776129761414)  2026-01-26T14:39Z [----] followers, 15.5K engagements


"Maybe fundamentals still matter more than hype. Share prices should rise on company execution not sector-wide noise. Right now theres a lot of noise $MP Such a disappointment $MP Considering exiting - if it cannot rally today when can it rally https://t.co/bXb87DIOpl Such a disappointment $MP Considering exiting - if it cannot rally today when can it rally https://t.co/bXb87DIOpl"  
[X Link](https://x.com/cekdrew/status/2015798202075656527)  2026-01-26T14:45Z [----] followers, [----] engagements


"and heres the sharp pullback I was mentioning just [--] days ago. The sector ran huge this pullback shouldnt be much of a surprise. $MP $UAMY $TMC $CRML $USAR $NB Moves like this over just three weeks are rarely sustainable. Im long and confident in my positions but dont be surprised if we see a sharp pullback across the broader sector at some point. That said for names that are actually executing the longer-term trend should still Moves like this over just three weeks are rarely sustainable. Im long and confident in my positions but dont be surprised if we see a sharp pullback across the"  
[X Link](https://x.com/cekdrew/status/2015813697013272857)  2026-01-26T15:46Z [----] followers, 11K engagements


"2026 Rare Earth Portfolio from largest to smallest holdings: $MP $MTMCF $UURAF $NB $AREC $ARSMF $NAK $LKYRF New Rare Earth Portfolio: $MP $UURAF $NB $MTMCF $LKYRF $NAK New Rare Earth Portfolio: $MP $UURAF $NB $MTMCF $LKYRF $NAK"  
[X Link](https://x.com/cekdrew/status/2015863416452227363)  2026-01-26T19:04Z [----] followers, 15K engagements


"And its a Ukrainian Mine unbelievable. Definitely fraud. Wouldnt be shocked if all his buddies are in on it. If Tanbreez is the answer why are you issuing shares for copper powder and now this Its so obvious to me the company is a complete scam at this point. Theyre not even hiding it but Tony has the ability to scale Eudialyte processing Something not even China figured out. Surely believable"  
[X Link](https://x.com/cekdrew/status/2016519026734780816)  2026-01-28T14:29Z [----] followers, [---] engagements


"Wow what a disaster Such a strange situation. They should clarify what parts of the story are misinformed or misleading. $MP $USAR $UAMY $NB Reuters updated their hit piece again overnight with a response from the Department of Energy saying their report was FALSE and relies on unnamed sources that are either misinformed or deliberately misleading. $MP $UAMY $USAR https://t.co/svpwMZT5sb https://t.co/Pw0aNnXIXD Reuters updated their hit piece again overnight with a response from the Department of Energy saying their report was FALSE and relies on unnamed sources that are either misinformed or"  
[X Link](https://x.com/cekdrew/status/2016861949447799210)  2026-01-29T13:12Z [----] followers, 17K engagements


"@organichuman007 Solid plan Worked out so far. Im hoping we dont dip that low but wouldnt be shocked at all to see it if the overall market continues to drop. Volatility has been wild"  
[X Link](https://x.com/cekdrew/status/2017451251462504695)  2026-01-31T04:13Z [----] followers, [---] engagements


"@BIG_HOMIE_1 Honestly my prediction is around May-June"  
[X Link](https://x.com/cekdrew/status/2018309255506362715)  2026-02-02T13:03Z [----] followers, [---] engagements


"@valuechainkoala Yep thats why my portfolio is mainly processors: $MP $UURAF $MTMCF $AREC is my stack"  
[X Link](https://x.com/cekdrew/status/2018354079789986202)  2026-02-02T16:01Z [----] followers, [---] engagements


"@GregoryPaloAlto Nope I was surprised to see that myself. Longterm hold for me anyways Ill probably add much more if we see the low twos again but Id be shocked to see that"  
[X Link](https://x.com/cekdrew/status/2018359969339355521)  2026-02-02T16:24Z [----] followers, [---] engagements


"Relatable 😂 There wont be a second date. But at least she knows how much of a stranglehold China has on rare earth element production and refining. https://t.co/rDXUCxDyMO There wont be a second date. But at least she knows how much of a stranglehold China has on rare earth element production and refining. https://t.co/rDXUCxDyMO"  
[X Link](https://x.com/cekdrew/status/2018520946739671180)  2026-02-03T03:04Z [----] followers, [----] engagements


"@KeungTyler Yeah dont know why. I actually added more at $5.98 before close increased my position by 15%. Added some more $AREC and $MTMCF as well. Probably gunna chill for awhile now"  
[X Link](https://x.com/cekdrew/status/2018795873531211812)  2026-02-03T21:16Z [----] followers, [---] engagements


"Sheesh $HOOD I remember selling my shares for $115 in July and seeing it go to $150+ stung a little. What happened Back to reality"  
[X Link](https://x.com/cekdrew/status/2018799178806358043)  2026-02-03T21:30Z [----] followers, [---] engagements


"@StuartOlson @jrouldz Do all jewelers have lab stones or do you have to go to specific ones that offer it That price difference is insane"  
[X Link](https://x.com/cekdrew/status/1963232867946820026)  2025-09-03T13:29Z [----] followers, [--] engagements


"POV: Youre all in on Rare Earth Stocks $MP $CRML and $BITF and you keep buying the dip but the dip keeps dipping:"  
[X Link](https://x.com/cekdrew/status/1988663448113410091)  2025-11-12T17:41Z [----] followers, 11.3K engagements


"US House report accuses China of minerals market interference $MP $UAMY $UUUU https://www.reuters.com/world/us/us-house-report-accuses-china-minerals-market-interference-2025-11-12/ https://www.reuters.com/world/us/us-house-report-accuses-china-minerals-market-interference-2025-11-12/"  
[X Link](https://x.com/anyuser/status/1989004345589801043)  2025-11-13T16:16Z [----] followers, [----] engagements


"@ballsmeep Wild $NVX is now just a few cents from April lows. The sharp decline of mineral stocks is remarkable"  
[X Link](https://x.com/cekdrew/status/1992040538845987297)  2025-11-22T01:20Z [----] followers, [---] engagements


"U.S signs Critical Mineral Agreement with the Democratic Republic of the Congo $MP $UUUU $UAMY $NB From my research $NAMM is the only publicly tradable company on the NASDAQ with mining interests in the DRC. They own a massive Gold Mine in Zimbabwe but they also hold interest in [--] exploration permits in the Democratic Republic of Congo (DRC). According to its public disclosures those DRC permits have copper and cobalt potential. NOW - Trump signs agreements with Rwanda and the Democratic Republic of the Congo aimed at stabilizing the region for Western mining investment."  
[X Link](https://x.com/cekdrew/status/1996662589422735372)  2025-12-04T19:27Z [----] followers, 10.7K engagements


"BREAKING: $UUUU Energy Fuels to Acquire Australian Strategic Materials in $299M Deal Expanding U.S. Rare Earth Processing and Alloy Capabilities Energy Fuels Inc. (NYSE: UUUU) (TSX: EFR) a leading U.S. producer of uranium rare earth elements (REE) and other critical materials today announced it has entered into a Scheme Implementation Deed (SID) to acquire 100% of the issued share capital of Australian Strategic Materials Limited (ASX: ASM) (ASM) a leading producer of REE metals and alloys. The transaction values ASM at $299M and will be completed by way of a scheme of arrangement under"  
[X Link](https://x.com/cekdrew/status/2013739038918779147)  2026-01-20T22:22Z [----] followers, 16.1K engagements


"@quokka0225 Korea Zinc the company"  
[X Link](https://x.com/cekdrew/status/2013754651141652942)  2026-01-20T23:24Z [----] followers, [--] engagements


"NEW DETAILS: - The U.S. and Australian governments intend to invest more than $3 billion together in critical mineral projects in the next six months with recoverable resources in the projects estimated to be worth $53 billion. - The Export-Import Bank of the United States is issuing seven Letters of Interest for more than $2.2 billion in financing unlocking up to $5 billion of total investment to advance critical minerals and supply-chain security projects between our two countries. - The U.S. Department of War will invest in the construction of a [---] metric ton-per-year advanced gallium"  
[X Link](https://x.com/cekdrew/status/1980348226692870451)  2025-10-20T18:59Z [----] followers, [----] engagements


"How it feels to be the only one left holding $CRML $EULIF Anyone still holding from $3 / $0.07"  
[X Link](https://x.com/cekdrew/status/1989176252545253739)  2025-11-14T03:39Z [----] followers, [----] engagements


"Mining. Metals. Rare Earths. Critical Minerals. Processing. Refining. Recycling all major themes that will only become more mainstream in the 2030s. $MP $UUUU $UAMY $NB $UURAF Absolutely brutal The EU Commissioner of Industry: "Last month I was supposed to go to Brazil to discuss a rare earth mine. [--] days before we were told that the Americans had already come put money on the table and bought all production until 2030." https://t.co/rYLfLJcD0s Absolutely brutal The EU Commissioner of Industry: "Last month I was supposed to go to Brazil to discuss a rare earth mine. [--] days before we were told"  
[X Link](https://x.com/cekdrew/status/1998545878521712966)  2025-12-10T00:10Z [----] followers, [----] engagements


"NEWS: Vietnam Moves to Become Rare Earth Powerhouse With [----] Export Ban Tightening Global Pressure Amid China Curbs $MP $USAR $UAMY $NB Vietnams National Assembly approved a ban on unprocessed rare earth ore exports effective January [----]. All rare earths are classified as strategic national assets under exclusive state control. The amended law requires foreign companies to invest in domestic processing facilities or partner with state-approved operators. This move reflects Vietnams ambition to transition from a raw material supplier to a midstream powerhouse. This strategic shift mirrors"  
[X Link](https://x.com/cekdrew/status/1999487690169835946)  2025-12-12T14:33Z [----] followers, [----] engagements


"NEWS: Ares Strategic Mining (OTC: $ARSMF) Secures Landmark $168M Defense Contract to Supply Critical Fluorspar for U.S. National Security Ares Strategic Mining Inc. has secured a single-award IDIQ contract with the Defense Logistics Agency (DLA) marking a major milestone in U.S. critical minerals and national security strategy. The agreement positions Ares as a key domestic supplier of acid-grade fluorspar a material essential for semiconductor manufacturing and metallurgical processing. The contract carries a proposed value of $168.9 million over five years with a ceiling of up to $250"  
[X Link](https://x.com/cekdrew/status/2011537958772314232)  2026-01-14T20:36Z [----] followers, [----] engagements


"Updated Rare Earth Portfolio from largest to smallest holdings: $CRML + $EULIF $MP $UURAF $NB $DTREF $MTMCF $RLMLF $AREC $OMEX $LKYRF $UAMY $NAK Updated Rare Earth Portfolio from largest to smallest holdings: $CRML + $EULIF $NB $DTREF $MP $UURAF $OMEX $SOAR $LKYRF $MTMCF $RLMLF $USAR $AREC $NVX $LAC $TMQ $LITM $TMC Updated Rare Earth Portfolio from largest to smallest holdings: $CRML + $EULIF $NB $DTREF $MP $UURAF $OMEX $SOAR $LKYRF $MTMCF $RLMLF $USAR $AREC $NVX $LAC $TMQ $LITM $TMC"  
[X Link](https://x.com/cekdrew/status/1987023313307378099)  2025-11-08T05:04Z [----] followers, 14.5K engagements


"Seriously These kinds of posts are completely unacceptable from a CEO. $CRML $EULIF Instead of providing clear explanations about why [--] million shares were issued for copper powder he posts this. Instead of offering transparency on the EXIM loan process he posts this. Instead of updating shareholders on the $EULIF share buyback he posts this. And lets not forget: back in October Tony shared an article claiming the government was taking a stake in $CRML the stock exploded from $10 to $30 on pure hype only to collapse once another source confirmed no such deal existed. Then Tony deleted the"  
[X Link](https://x.com/cekdrew/status/1997377182272782380)  2025-12-06T18:46Z [----] followers, [----] engagements


"Should a CEO post stuff like this on social media Would you trust your money with someone who acts like this The answer is and always be: no. Do not buy $CRML / $EULIF I believe it will be worthless in [----] and BFS will be a disaster. Happy to be proven wrong. @BogdanGoiaONx Your kidding. The EU & Romanian Govt and UCORE and REEALLOYS will invest up to $3bn on smoke and mirrors. All did a huge amount of DD. Go back to pre school and start your education again. @BogdanGoiaONx Your kidding. The EU & Romanian Govt and UCORE and REEALLOYS will invest up to $3bn on smoke and mirrors. All did a"  
[X Link](https://x.com/cekdrew/status/2006057286632976544)  2025-12-30T17:38Z [----] followers, [----] engagements

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