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

cek posts on X about $mp, $uuuu, $uamy, $nb 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 [---------] +153%
- [--] Months [---------] +6,838%
- [--] Year [---------] +245,708%

### 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 [--] -8%
- [--] Month [---] +12%
- [--] Months [---] +753%
- [--] Year [---] +17,260%

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

- [--] Week [-----] +1.50%
- [--] Month [-----] +28%
- [--] Months [-----] +480%
- [--] Year [-----] +621%

### 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**
[countries](/list/countries)  25.76% [finance](/list/finance)  23.48% [stocks](/list/stocks)  11.36% [cryptocurrencies](/list/cryptocurrencies)  4.55% [automotive brands](/list/automotive-brands)  2.27% [financial services](/list/financial-services)  #654 [musicians](/list/musicians)  0.76% [currencies](/list/currencies)  0.76% [travel destinations](/list/travel-destinations)  0.76% [technology brands](/list/technology-brands)  0.76%

**Social topic influence**
[$mp](/topic/$mp) #2, [$uuuu](/topic/$uuuu) #4, [$uamy](/topic/$uamy) #4, [$nb](/topic/$nb) #2, [$arec](/topic/$arec) #2, [$usar](/topic/$usar) #5, [$crml](/topic/$crml) #18, [nb](/topic/nb) #28, [$dtref](/topic/$dtref) #13, [$uuraf](/topic/$uuraf) #1

**Top accounts mentioned or mentioned by**
[@prettypositron](/creator/undefined) [@probzunknown](/creator/undefined) [@datelinedtr](/creator/undefined) [@atlasshrug1](/creator/undefined) [@pkilly901](/creator/undefined) [@reuters](/creator/undefined) [@webcav1](/creator/undefined) [@polarizinglit](/creator/undefined) [@potus](/creator/undefined) [@ravietweet](/creator/undefined) [@nfrpodcast](/creator/undefined) [@johhnywalkeraz](/creator/undefined) [@pmach64](/creator/undefined) [@mattsocall](/creator/undefined) [@aaaochon](/creator/undefined) [@grok](/creator/undefined) [@greymonqueen](/creator/undefined) [@edw4rdcrypto](/creator/undefined) [@koichisan2](/creator/undefined) [@nyseuamy](/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/$usar) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Luckycoin (LKY)](/topic/$lky) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [NovaDEX (NVX)](/topic/$nvx) [Snow Lake Resources Ltd. (LITM)](/topic/$litm) [SPDR GOLD ETF (GLD)](/topic/$gld)
### Top Social Posts
Top posts by engagements in the last [--] hours

"HUGE UPCOMING CATALYST FOR $DTREF + $LKYRF & other Australian owned mines in and outside of the USA: Australian Prime Minister Anthony Albanese is scheduled to meet with President Donald Trump Monday October 20th to discuss the AUKUS Project. Critical Minerals will be a major discussion. "There's much that we can do together in the area of critical minerals and all of these issues and I'm very much looking forward to it - Prime Minister Anthony Albanese"  
[X Link](https://x.com/cekdrew/status/1977110775987646604)  2025-10-11T20:35Z [----] followers, [----] engagements


"Glad to see the rare earth deal going well $MP $UUUU $UAMY $CRML CHINA'S EXPORT CONTROLS ON RARE EARTH YTTRIUM CAUSING SHORTAGES RAISING PRICES FOR USERS IN AEROSPACE CHIPMAKING but don't we have is a "rare earths deal" after all RRE stocks are plunging CHINA'S EXPORT CONTROLS ON RARE EARTH YTTRIUM CAUSING SHORTAGES RAISING PRICES FOR USERS IN AEROSPACE CHIPMAKING but don't we have is a "rare earths deal" after all RRE stocks are plunging"  
[X Link](https://x.com/cekdrew/status/1989348493614522673)  2025-11-14T15:03Z [----] followers, 14.5K engagements


"Increased my position of $LKYRF by 60% here. Ive already gone into detail why Im super bullish here and my thesis has only grown stronger. $MP $DTREF $LKYRF are the ultimate trio. I expect them all to be massive players in the future"  
[X Link](https://x.com/cekdrew/status/1989403938622407029)  2025-11-14T18:43Z [----] 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


"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


"🚨 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


"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


"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


"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


"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


"🚨 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


"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


"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


"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


"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


"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


"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


"@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


"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


"@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


"@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


"BREAKING: $EUR Trading Halt Until Monday. Interesting. Does anyone known if $EULIF will also be halted $CRML"  
[X Link](https://x.com/cekdrew/status/1978615582724346283)  2025-10-16T00:14Z [----] followers, [----] engagements


"Havent sold a single share of $DTREF yeah the recent price action has been frustrating but the thesis hasnt changed at all. We just got massive news for Australian Mining Companies this is unprecedented action that we are about to see between Australia and the United States. We know Dateline has been in DC and is involved in conversations and will reveal more when permitted to do so just seems obvious where this is heading"  
[X Link](https://x.com/cekdrew/status/1981768561069576339)  2025-10-24T17:03Z [----] followers, [----] engagements


"$MP $UUUU $UAMY The United States isnt trusting China for another year. They are simply buying time as they begin a massive shift to secure a domestic supply chain which includes: mining processing refining and recycling. The agreement does not stop whats coming. This process wont happen overnight so a pause on restrictions for one year makes sense but keep in mind that agreement can fall apart at any moments notice if it even stands at all. @cekdrew One year of trusting China on this doesnt seem like a lot to exhale over. At the very least it makes sense to follow the real estate does it not"  
[X Link](https://x.com/cekdrew/status/1985027346420666812)  2025-11-02T16:52Z [----] followers, 10K engagements


"@hansmast USARW got called for redemption so you may wanna stay away from them"  
[X Link](https://x.com/cekdrew/status/1985391952695623794)  2025-11-03T17:01Z [----] followers, [---] engagements


"The good news about $MP is that if it drops as much as it did the past [--] trading days the stock will literally be worth close to zero. $100+ to $53 in [--] trading days"  
[X Link](https://x.com/cekdrew/status/1985830948634521942)  2025-11-04T22:06Z [----] followers, [----] engagements


"The Rare Earth Bloodbath $UAMY Red [--] of last [--] days $CRML Red [--] of last [--] days $MP Red [--] of last [--] days $NB Red [--] of last [--] days $UUUU Red [--] of last [--] days"  
[X Link](https://x.com/cekdrew/status/1986186470420263285)  2025-11-05T21:38Z [----] followers, 20.4K engagements


"How much longer until the truce is completely void $MP $UUUU $UAMY Discrepancies have emerged over the details of China's agreement with the U.S. to pause rare-earth export restrictions: Nikkei Truce on the rocks Discrepancies have emerged over the details of China's agreement with the U.S. to pause rare-earth export restrictions: Nikkei Truce on the rocks"  
[X Link](https://x.com/cekdrew/status/1986522697216541006)  2025-11-06T19:54Z [----] followers, [----] engagements


"So is the government re-opening tonight Asking for a friend $MP $UAMY $BITF"  
[X Link](https://x.com/cekdrew/status/1988731384459092232)  2025-11-12T22:11Z [----] followers, [----] 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


"You think the Rare Earth sector is over It hasnt even started Weve streamlined permitting updated the Critical Minerals List & unlocked resources to power our economy & defend our nation but Congressional Democrats are jeopardizing this over health careforillegals. Adversaries WILL capitalize on the shutdown. FUND THE GOVERNMENT Weve streamlined permitting updated the Critical Minerals List & unlocked resources to power our economy & defend our nation but Congressional Democrats are jeopardizing this over health careforillegals. Adversaries WILL capitalize on the shutdown. FUND THE GOVERNMENT"  
[X Link](https://x.com/cekdrew/status/1979592262762844361)  2025-10-18T16:55Z [----] 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


"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


"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


"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


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


"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


"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, 10.8K 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


"$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


"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


"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, 27.2K 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


"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


"@mattt__00 What other REE stock is down 50% in the past few weeks Probably just $USAR which peaked over $40 after the government contract which Ive already called out. I never even shorted it I should have though But thanks for thinking my posts affect the stock price"  
[X Link](https://x.com/cekdrew/status/2022102712608018499)  2026-02-13T00:17Z [----] followers, [---] engagements


"@Pkilly901 Price action doesnt change my personal thesis. But yeah theres going to be crazy volatility. Im in this for the longterm. Im bearish on CRML though that company is a a scam"  
[X Link](https://x.com/cekdrew/status/2022106608281714896)  2026-02-13T00:32Z [----] 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


"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


"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


"3 weeks later a much different story. Rare Earth and Critical Minerals have pulled back significantly from highs. So far in 2026: $USAR +63% $UAMY +51% $DTREF +48% $UUUU +46% $LYSDY +38% $CRML +33% $UURAF +30% $AREC +24% $MP +15% $NB +9% $NAK +8% $LAC +5% $TMQ -2% $LKYRF -7% $OMEX -15% $MTMCF -15% 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% Safe to say the Theme has been on fire. First [--] weeks"  
[X Link](https://x.com/cekdrew/status/2022707794382659825)  2026-02-14T16:21Z [----] followers, [----] engagements


"What if this is just the beginning I think it is $MP $NB $CRML I think Q4 [----] and into [----] will be massive for the critical mineral and rare earth space. The government has pledged billions of dollars specifically for the sector. Were going to see where the rest of that money is going in the next 6-12 months. $NB $DTREF $CRML $OMEX $SOAR I think Q4 [----] and into [----] will be massive for the critical mineral and rare earth space. The government has pledged billions of dollars specifically for the sector. Were going to see where the rest of that money is going in the next 6-12 months. $NB"  
[X Link](https://x.com/anyuser/status/1977747667699576962)  2025-10-13T14:46Z [----] followers, [----] engagements


"Holy $RLMLF $RML Resolution Minerals has been invited by Australian Ambassador Dr. Kevin Rudd to brief him on the companys Horse Heaven Gold-Antimony-Tungsten Project in Idaho ahead of Prime Minister Anthony Albaneses meeting with U.S. President Donald Trump on October [--] [----]. Has any other company announced something like this"  
[X Link](https://x.com/cekdrew/status/1977863850004525213)  2025-10-13T22:27Z [----] followers, [----] engagements


"Whats the best Rare Earth stock that hasnt ran yet Let me know. My pick would be: $RLMLF"  
[X Link](https://x.com/anyuser/status/1977890939336073686)  2025-10-14T00:15Z [----] followers, [----] engagements


"Zen. Embrace volatility. $CRML $NB $MP If youre panic selling at the first drop you either chased dont know what you own or dont have plan. Every entry needs a plan. Stick with it"  
[X Link](https://x.com/cekdrew/status/1978459902252023814)  2025-10-15T13:56Z [----] followers, [----] engagements


"Lots of newer inexperienced retail traders got into the Rare Earth Sector this week. Im seeing very concerning comments on various platforms that are honestly quite scary to read. I full ported into critical mineral stocks Monday and all my capital is gone This is starting to smell like GameStop all over again are just two that stood out to me. Instead of spending time on research they buy the first few stocks they see online chase at all time highs and panic on the first sign of blood. Please do your own research and have a plan whenever buying anything"  
[X Link](https://x.com/cekdrew/status/1978516092504178972)  2025-10-15T17:39Z [----] followers, [----] engagements


"Whats coming soon for $NB directly from CEO Mark Smith yesterday: - Drilling Results coming shortly: very encouraging data were getting from that - Announcing Partnerships with Defense Prime Contractors: we are undertaking some development efforts with scandium which will drastically increase the safety of our fighter jet pilots Positive news coming very soon"  
[X Link](https://x.com/cekdrew/status/1978820981331316807)  2025-10-16T13:51Z [----] followers, [----] engagements


"Most people dont know that the U.S. Defense Federal Acquisition Regulation Supplement (DFARS) clause 252.225-7052 prohibits Chinese-origin neodymium-iron-boron magnets in defense systems starting January [--] [----] extending to the entire supply chain from mining onward. So DoD contractors will be banned from using samarium-cobalt & neodymium-iron-boron magnets tungsten powders tungsten heavy alloys and tantalum metals/alloys if any part of their supply chain touches China Russia Iran or North Korea. It includes mining refining melting and production"  
[X Link](https://x.com/cekdrew/status/1979237349604176024)  2025-10-17T17:25Z [----] followers, [----] engagements


"@Reformed_Trader $NB CEO literally just said theyre about to announce a partnership with a major defense prime contractor (likely Lockheed or Boeing) soon regarding fighter jets and the stock is selling off a gift"  
[X Link](https://x.com/cekdrew/status/1979269530770903480)  2025-10-17T19:33Z [----] followers, [----] engagements


"$MP $CRML $NB $UURAF Even if a China Deal is reached the United States cannot let China hold such a monopoly on Rare Earths processing and refining going forward. If you disagree you arent America First. It has now become blatantly obvious that this is a national security threat finally reaching mainstream headlines but weve known about this for years. We are on the cusp of a AI Robotics & Energy Revolution not to mention the advanced military equipment that require niche rare earths such as Niobium and Scandium. All of these emerging industries require Rare Earths and the demand is only"  
[X Link](https://x.com/cekdrew/status/1979595269634220272)  2025-10-18T17:07Z [----] followers, [----] engagements


"BREAKING: United States and Australia officially sign a Critical Mineral Deal. $DTREF $LKYRF $RLMLF [---] Billion Dollar Pipeline Ready-To-Go - Australian Prime Minister Anthony Albanese .@POTUS signs a critical minerals deal with Australian Prime Minister @AlboMP: "We're doing a real job on rare earth and many other things." https://t.co/clwDafPPk5 .@POTUS signs a critical minerals deal with Australian Prime Minister @AlboMP: "We're doing a real job on rare earth and many other things." https://t.co/clwDafPPk5"  
[X Link](https://x.com/cekdrew/status/1980307196035661859)  2025-10-20T16:16Z [----] followers, 15.3K engagements


"$DTREF $LKYRF $RLMLF It includes investments in joint projects between the two counties on rare earths as well as U.S. investments in Australia to boost processing of critical minerals. It also includes planned projects among the U.S. Australia and other allies such as Japan"  
[X Link](https://x.com/cekdrew/status/1980323417262829719)  2025-10-20T17:21Z [----] 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


"$LAC NEWS: Lithium Americas has received its first drawdown of $435 million from its $2.23 billion guaranteed loan from the U.S. Department of Energy. Lithium Americas receives first drawdown of $435M from U.S. Department of Energy ATVM Loan. Read the full news release https://t.co/un8nlUe95v $LAC #lithium #Nevada https://t.co/uA7F1VjL7f Lithium Americas receives first drawdown of $435M from U.S. Department of Energy ATVM Loan. Read the full news release https://t.co/un8nlUe95v $LAC #lithium #Nevada https://t.co/uA7F1VjL7f"  
[X Link](https://x.com/anyuser/status/1980399675107873155)  2025-10-20T22:24Z [----] followers, [----] engagements


"The Rare Earth Revolution Hasnt Even Started Yet: $MP $UURAF $MTMCF Forget the noise. Stock prices daily volatility or potential China Deal aside we are about to enter the rebirth of American mining. An industry of the past is waking up and with it comes the rise of a completely new domestic refining and processing ecosystem. This isnt speculation its happening and soon. There will be winners. There will be losers. Not every junior miner in the U.S. will survive. But the ones that do Theyll help define the next generation of American resource independence. Heres the difference this time:"  
[X Link](https://x.com/cekdrew/status/1980855662205608132)  2025-10-22T04:36Z [----] followers, [----] engagements


"Robinhood is down yet again somehow at 1:13am EST Top signal $HOOD"  
[X Link](https://x.com/anyuser/status/1980865469428166824)  2025-10-22T05:15Z [----] followers, [----] engagements


"It seems like there are two possible outcomes this week regarding Chinese Rare Earth Export Controls $MP $NB $DTREF $UUUU 1) A deal is reached and export controls are delayed by one year 2) No deal is reached and export controls begin on schedule either way the controls are coming. Neither outcome is bearish for the sector. The revolution is coming regardless"  
[X Link](https://x.com/cekdrew/status/1982859668188737903)  2025-10-27T17:19Z [----] followers, 15.7K engagements


"$DTREF $LKYRF $RLMLF The United States and Australia just signed a once in a lifetime critical mineral agreement and days later the entire sector tanks ala sell the news. The sentiment on the entire sector couldnt be WORSE right now but guess what Im still just as bullish if not more. Why Because we havent even started yet. https://twitter.com/i/web/status/1983175635464782306 https://twitter.com/i/web/status/1983175635464782306"  
[X Link](https://x.com/cekdrew/status/1983175635464782306)  2025-10-28T14:14Z [----] followers, [----] engagements


"Gold. Tungsten. Antimony. Really great trio for a junior. $RML $RLMLF $TMG $RML Tungsten prices continue to climb in [----]. Another double digit increase in October. Feel free to share and stocks worth taking a look at. https://t.co/glgodYDYs6 https://t.co/pYFxlO13so $TMG $RML Tungsten prices continue to climb in [----]. Another double digit increase in October. Feel free to share and stocks worth taking a look at. https://t.co/glgodYDYs6 https://t.co/pYFxlO13so"  
[X Link](https://x.com/cekdrew/status/1983556043692204347)  2025-10-29T15:26Z [----] followers, [----] engagements


"BREAKING: $AREC officially on the White House Website this is HUGE. Americas ReElement Technologies and POSCO International will partner to launch a U.S.-based vertically integrated rare earth separation refining and magnet production complex focused on high-value mobility magnets. https://www.whitehouse.gov/fact-sheets/2025/10/fact-sheet-president-donald-j-trump-brings-home-more-billion-dollar-deals-during-state-visit-to-the-republic-of-korea/"  
[X Link](https://x.com/cekdrew/status/1983558764645982336)  2025-10-29T15:37Z [----] followers, [----] engagements


"Bounce when $MP $NB $UUUU $CRML"  
[X Link](https://x.com/cekdrew/status/1985369699480109210)  2025-11-03T15:33Z [----] followers, [----] engagements


"I cant believe $AREC ended the day +4% on a $1.4B government deal If this news dropped October 13th I guarantee you the stock would have ran 400% $1.4B government deal and $AREC is now only up 4% The market is something else right now. Wow. $1.4B government deal and $AREC is now only up 4% The market is something else right now. Wow"  
[X Link](https://x.com/anyuser/status/1985463900477980813)  2025-11-03T21:47Z [----] followers, 13K engagements


"$MP isnt just a company its a strategic asset for the United States. In my opinion theres immense value in a domestic mine to magnet supplier thats deeper than just numbers. Think in decades. Vertical integration isnt something you can claim. Its something you must build. $MP did end to end. https://t.co/FmsFyc9rmT Vertical integration isnt something you can claim. Its something you must build. $MP did end to end. https://t.co/FmsFyc9rmT"  
[X Link](https://x.com/cekdrew/status/1986837411003769335)  2025-11-07T16:45Z [----] 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/anyuser/status/1987023313307378099)  2025-11-08T05:04Z [----] followers, 14.5K 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/anyuser/status/1989176252545253739)  2025-11-14T03:39Z [----] followers, [----] engagements


"@dakendrickbible @tylerthecreator Cant believe I was vibing to the same show as Tyler"  
[X Link](https://x.com/cekdrew/status/1556680994014564352)  2022-08-08T16:37Z [----] followers, [---] engagements


"@brentfaiyaz Such a beautiful record"  
[X Link](https://x.com/cekdrew/status/1580718651061469184)  2022-10-14T00:34Z [----] followers, [--] engagements


"@nfr_podcast October 28th [----] going down in hip hop history"  
[X Link](https://x.com/cekdrew/status/1585757090970505216)  2022-10-27T22:15Z [----] followers, [--] engagements


"Officially added $DTREF my first of two OTC buys. Happy to join the bulls on this one This could be the stock of the century if things work out"  
[X Link](https://x.com/cekdrew/status/1963237625713541380)  2025-09-03T13:48Z [----] followers, [----] engagements


"$NB Positive Catalysts Ahead: -Drilling results mid to late October -Confident drilling results will be positive based on the progress thus far -$400M in equity needs to be raised based on EXIM 60% loan -$100M already raised and some of it already spent on preconstruction activities. The funds spent count towards the equity. - In talks with Stellantis for major offtake agreement AND equity stake. - In talks with Pentagon for offtake agreement to support 6th generation aircraft. - expecting EXIM approval late [----] or early [----] -on track to start construction Q1 [----] $NB this could be a huge"  
[X Link](https://x.com/cekdrew/status/1965203793831694619)  2025-09-09T00:01Z [----] followers, [----] engagements


"How did I miss this $USAR $MP $AREC A new U.S. law will ban Chinese-origin rare earth magnets in defense systems starting January [--] [----] forcing a complete supply chain transformation. - The Pentagon is investing hundreds of millions to rebuild domestic rare earth mining and magnet production capabilities to reduce strategic dependence. - Failure to comply could result in contract termination with potential risks to weapons programs and national security if alternative supply chains arent established"  
[X Link](https://x.com/cekdrew/status/1965447954031849860)  2025-09-09T16:11Z [----] followers, [----] engagements


"@johhnyWalkerAZ @pmach64 @Dateline_DTR I have a gut feeling a lot of these mines are going to be even more fruitful than expected"  
[X Link](https://x.com/cekdrew/status/1966863658241454473)  2025-09-13T13:56Z [----] followers, [----] engagements


"I dont see a world where all [--] of these things dont come true. $DTREF $DTREF hasnt even had a single piece of NEWS yet. What happens when: Government Funding Gold/REE Drill Results Outside Investment like $AAPL with $MP Joint Venture Agreements Off-take Agreements We havent scratch the surface. Gold at all time highs- were still early. https://t.co/HEXoUH0pvM $DTREF hasnt even had a single piece of NEWS yet. What happens when: Government Funding Gold/REE Drill Results Outside Investment like $AAPL with $MP Joint Venture Agreements Off-take Agreements We havent scratch the surface. Gold at all"  
[X Link](https://x.com/cekdrew/status/1968740525407613282)  2025-09-18T18:14Z [----] followers, [----] engagements


"Gut feeling was correct $DTREF @johhnyWalkerAZ @pmach64 @Dateline_DTR I have a gut feeling a lot of these mines are going to be even more fruitful than expected. @johhnyWalkerAZ @pmach64 @Dateline_DTR I have a gut feeling a lot of these mines are going to be even more fruitful than expected"  
[X Link](https://x.com/cekdrew/status/1970864770820792635)  2025-09-24T14:55Z [----] followers, [----] engagements


"Whats coming soon for $NB - Drilling results mid to late October (confident drilling results will be positive based on the progress thus far). - $800M EXIM Loan reaching final stages expected late [----] or early [----]. - In talks with Stellantis for major offtake agreement AND equity stake. - In talks with Pentagon for offtake agreement to support 6th generation aircraft. - On track to start construction Q1 [----] + CEO just recently said hes open to the US Government taking an equity stake 👀"  
[X Link](https://x.com/cekdrew/status/1977238032630661307)  2025-10-12T05:00Z [----] followers, [----] engagements


"Whats coming soon for $NB - Drilling results mid to late October (confident drilling results will be positive based on the progress thus far). - $800M EXIM Loan reaching final stages expected late [----] or early [----]. - In talks with Stellantis for major offtake agreement AND equity stake. - In talks with Pentagon for offtake agreement to support 6th generation aircraft. - On track to start construction Q1 [----] + CEO just recently said hes open to the US Government taking an equity stake 👀"  
[X Link](https://x.com/cekdrew/status/1978197678958813484)  2025-10-14T20:34Z [----] followers, [----] engagements


"Look at the market makers driving the price down after hours $CRML This price action makes me feel like market makers & hedge funds are gobbling up cheap shares while retail unloads their bags then boom massive news or government deal. The Reuters article is still published"  
[X Link](https://x.com/cekdrew/status/1981472321044111817)  2025-10-23T21:26Z [----] followers, [----] engagements


"BREAKING: $RLMLF $RML NEWS REAVEALED: $250M-$270M worth of gold discovered"  
[X Link](https://x.com/anyuser/status/1982946602999292236)  2025-10-27T23:04Z [----] followers, [----] engagements


"BREAKING: G-7 to announce Critical Minerals Alliance to Counter China on Friday $MP $UUUU $CRML $UURAF Countries include: United States Canada UK Germany France Italy & Japan It aims to address Chinas manipulation of the market. The alliance will involve so-called off-take agreements price floors and stockpiling deals. The pact will encompass a range of critical minerals and firms in G-7 nations. Source: https://www.bloomberg.com/news/articles/2025-10-29/g-7-to-announce-critical-minerals-alliance-to-counter-china"  
[X Link](https://x.com/cekdrew/status/1983639514208989591)  2025-10-29T20:58Z [----] followers, 27.7K engagements


"$MP $UUUU $DTREF $CRML The China Deal isnt the end its an inflection point: the next few years will be the biggest for the rare earth sector in the history. Billions are being poured into the sector and multiple Countries are teaming up to finally take on China G7 just formed a critical minerals alliance. This deal gives the World more time to get things going and will eventually give China less leverage in trade negotiations. The simple fact is that the U.S. cannot rely on China for rare earths and critical minerals it is a massive national security threat that doesnt just affect the U.S."  
[X Link](https://x.com/cekdrew/status/1984753427440644191)  2025-11-01T22:44Z [----] followers, 11.2K engagements


"Wow $UAMY is claiming China is actually further restricting antimony (+ tungsten silver) which is the opposite of the new White House fact sheet. $RLMLF $LKYRF Lets Clarify the Situation- Chinas Ministry of Commerce just confirmed new export restrictions. On Oct [--] MOFCOM announced that tungsten antimony and silver will be added to Chinas Key Export Supervision Catalog beginning November [----]. Exports will now require quota https://t.co/dHrZOoQOos Lets Clarify the Situation- Chinas Ministry of Commerce just confirmed new export restrictions. On Oct [--] MOFCOM announced that tungsten antimony"  
[X Link](https://x.com/cekdrew/status/1985029140181925912)  2025-11-02T17:00Z [----] followers, 18.5K engagements


"I think rare earth names may be popping because of this $MP $CRML $UUUU $UAMY $NB China-US deal to ease rare-earth controls hits snag over scope https://t.co/5kog8jqOCU China-US deal to ease rare-earth controls hits snag over scope https://t.co/5kog8jqOCU"  
[X Link](https://x.com/cekdrew/status/1986498244617081062)  2025-11-06T18:17Z [----] followers, [----] engagements


"$MP $UUUU $UAMY $CRML Essentially the United States is claiming that April restrictions have been withdrawn but authorities in Mongolia have confirmed they remain in effect. Read more: China-US deal to ease rare-earth controls hits snag over scope https://t.co/5kog8jqOCU China-US deal to ease rare-earth controls hits snag over scope https://t.co/5kog8jqOCU"  
[X Link](https://x.com/anyuser/status/1986503773875777846)  2025-11-06T18:39Z [----] followers, 16.1K engagements


"Nice to see $DTR up 12% today extending to +25% past [--] trading days. $DTREF @Dateline_DTR will be presenting at the @OTCMarkets Australian Rare Earth & Critical Minerals Virtual Investor Conference Wednesday 19th November [----] 3:30pm EST Hopefully we get some news soon. Its been quiet but the thesis remains unchanged"  
[X Link](https://x.com/cekdrew/status/1988455109194379697)  2025-11-12T03:53Z [----] 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/anyuser/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


"BLOOMBERG China & US Yet to Agree on Rare Earth Deal Weeks After Talks $MP $UAMY $UUUU $CRML $NB The United States and China are still negotiating the exact terms of general licenses that would allow expanded rare-earth and critical-mineral exports to the United States even though Washington already framed this as a done deal after the TrumpXi summit. Both sides have set an end-of-November deadline for their teams to finalize the details but China has not yet publicly confirmed the general-license commitment. The US has already begun rolling back tariffs and pausing several national-security"  
[X Link](https://x.com/cekdrew/status/1989449175738528105)  2025-11-14T21:43Z [----] followers, 22.7K engagements


"FORTUNE Theres still no evidence China is buying all the U.S. soybeans it promised under Trumps trade deal amid oversupply from South America $MP $UUUU $UAMY https://fortune.com/2025/11/14/us-soybean-farm-economy-crisis-us-china-trade-deal-trump-xi-summit/ https://fortune.com/2025/11/14/us-soybean-farm-economy-crisis-us-china-trade-deal-trump-xi-summit/"  
[X Link](https://x.com/cekdrew/status/1990133227185418330)  2025-11-16T19:01Z [----] 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


"NEWS: U.S. Explores Rare Earth Partnership with Brazil $MP $UUUU $UAMY $TMC The US is exploring the possibility of forming a rare earths partnership with Brazil as Washington steps up efforts to reduce the nations reliance on mineral supplies from China the Financial Timesreported. Officials from both countries have held preliminary meetings that include government representatives industry stakeholders and financial institutions the FT reported early on Sunday citing officials involved in recent discussions. Theres nothing but opportunity here one official told the British paper. Brazils"  
[X Link](https://x.com/cekdrew/status/2013285669670367426)  2026-01-19T16:21Z [----] followers, 27.3K engagements


"WOW MASSIVE FOR ALL RARE EARTH NAMES $DTREF $NB $CRML $EULIF $SOAR $OMEX $LKYRF $USAR $MP $UAMY $TMQ $TMC *CHINA SETS DECEMBER [--] AS START DATE FOR NEW EXPORT CONTROLS ON RARE EARTHS *EXPORTS OF RARE EARTHS TO FOREIGN ENTITIES WILL REQUIRE DUAL-USE LICENSE & FINAL DESTINATION DISCLOSURE *EXPORTS OF RARE EARTHS WILL BE PROHIBITED FOR WEAPONS OF MASS DESTRUCTION *CHINA SETS DECEMBER [--] AS START DATE FOR NEW EXPORT CONTROLS ON RARE EARTHS *EXPORTS OF RARE EARTHS TO FOREIGN ENTITIES WILL REQUIRE DUAL-USE LICENSE & FINAL DESTINATION DISCLOSURE *EXPORTS OF RARE EARTHS WILL BE PROHIBITED FOR WEAPONS"  
[X Link](https://x.com/anyuser/status/1976097257457058027)  2025-10-09T01:27Z [----] followers, [----] engagements


"BREAKING: Australia considering critical minerals deal with US $DTREF $LKYRF Australia is mulling the introduction of mandated floor prices for critical minerals and funding for new rare earth projects as part of a proposed resources deal with the United States. Government officials have initiated talks with miners about contributing to a A$1.2 billion ($776.28 million) "critical minerals strategic reserve" The Age reported citing a leaked brief from the department of Prime Minister Anthony Albanese. Source:"  
[X Link](https://x.com/cekdrew/status/1977188933319508452)  2025-10-12T01:45Z [----] followers, [----] engagements


"BREAKING: ReElement Technologies a unit of American Resources $AREC secured a $1.4B partnership with the U.S. Department of Wars Office of Strategic Capital to build [-----] tonnes of U.S. rare earth magnet capacity. The deal includes $620M in loans to Vulcan Elements and $80M to ReElement backed by private capital. https://www.accessnewswire.com/newsroom/en/metals-and-mining/reelement-technologies-forges-1.4-billion-partnership-with-u.s.-department-of-war-1096148"  
[X Link](https://x.com/cekdrew/status/1985349861940613426)  2025-11-03T14:14Z [----] followers, [----] engagements


"@probzunknown @KeungTyler I almost dont even want news when the market is in this kind of mood. Its pointless. Weve seen it before when $AREC got the massive deal"  
[X Link](https://x.com/cekdrew/status/2019551706561102254)  2026-02-05T23:20Z [----] followers, [---] engagements


"@nfr_podcast And he did this after the loss of his mother earlier this year huge W"  
[X Link](https://x.com/cekdrew/status/1601322469323083776)  2022-12-09T21:06Z [----] followers, [--] engagements


"@99vinyl No reason this should be $70 besides milking fans yet again"  
[X Link](https://x.com/cekdrew/status/1963759179539108270)  2025-09-05T00:20Z [----] followers, [----] engagements


"Maybe you missed this: $NB already announced theyre in talks with the Pentagon for an offtake agreement to support 6th generation aircraft. $NB announced they are in talks with the Pentagon for an offtake agreement to support 6th generation aircraft. This has MASSIVE potential. CEO Mark Smith just dropped the clearest signal yet: Scandium-Aluminum (ScAl) alloys are being written directly into the Gen VI fighter $NB announced they are in talks with the Pentagon for an offtake agreement to support 6th generation aircraft. This has MASSIVE potential. CEO Mark Smith just dropped the clearest"  
[X Link](https://x.com/cekdrew/status/1975241613669507186)  2025-10-06T16:47Z [----] followers, [----] engagements


"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/1976806752395182329)  2025-10-11T00:27Z [----] followers, 22K engagements


"BREAKING: $MP $CRML $NB $USAR United States to set Price Floors across multiple industries in response to recent Chinese Restrictions. United States highly likely to take additional equity stakes in strategic companies per Scott Bessent. https://www.cnbc.com/2025/10/15/trump-xi-china-bessent-price-floor-rare-earth-critical-mineral.html https://www.cnbc.com/2025/10/15/trump-xi-china-bessent-price-floor-rare-earth-critical-mineral.html"  
[X Link](https://x.com/cekdrew/status/1978463855236850018)  2025-10-15T14:11Z [----] followers, 14K engagements


"The tape right now is horrible. If $NB dropped that PR last Tuesday the stock would have probably jumped 50% now its red on the day. Pretty unbelievable how quick things can change"  
[X Link](https://x.com/cekdrew/status/1981388776300593473)  2025-10-23T15:54Z [----] followers, [----] engagements


"BREAKING: $UURAF Receives Conditional Approval from the Government of Canada for up to $36.3M for Canadian Rare Earth Processing https://www.newsfilecorp.com/release/272801/Ucore-Receives-Conditional-Approval-from-the-Government-of-Canada-for-up-to-36.3M-for-Canadian-Rare-Earth-Processing https://www.newsfilecorp.com/release/272801/Ucore-Receives-Conditional-Approval-from-the-Government-of-Canada-for-up-to-36.3M-for-Canadian-Rare-Earth-Processing"  
[X Link](https://x.com/cekdrew/status/1984347467253760007)  2025-10-31T19:51Z [----] followers, [----] engagements


"BREAKING: President Donald J. Trump Strikes Deal on Economic and Trade Relations with China $MP $UUUU $DTREF https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/ https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/"  
[X Link](https://x.com/cekdrew/status/1984732873962689010)  2025-11-01T21:22Z [----] followers, [----] engagements


"BREAKING: $LKYRF l $LKY Receives a US$191M Letter of Interest from EXIM. That is 3x their current market-cap. Massive news. $LKY.ax $LKYRF Locksley secures a Letter of Interest from EXIM Bank for up to US$191M 🔋 100% American-made antimony 🏛 Aligned with White House policy ⚙ U.S. mine-to-market strategy @nathanlude @Stew_Walters #ASX #LKY #CriticalMinerals #Antimony #EXIMBank #MadeInAmerica $LKY.ax $LKYRF Locksley secures a Letter of Interest from EXIM Bank for up to US$191M 🔋 100% American-made antimony 🏛 Aligned with White House policy ⚙ U.S. mine-to-market strategy @nathanlude"  
[X Link](https://x.com/cekdrew/status/1985107758245441758)  2025-11-02T22:12Z [----] followers, [----] engagements


"$1.4B government deal and $AREC is now only up 4% The market is something else right now. Wow. BREAKING: ReElement Technologies a unit of American Resources $AREC secured a $1.4B partnership with the U.S. Department of Wars Office of Strategic Capital to build [-----] tonnes of U.S. rare earth magnet capacity. The deal includes $620M in loans to Vulcan Elements and BREAKING: ReElement Technologies a unit of American Resources $AREC secured a $1.4B partnership with the U.S. Department of Wars Office of Strategic Capital to build [-----] tonnes of U.S. rare earth magnet capacity. The deal includes"  
[X Link](https://x.com/cekdrew/status/1985375946460074430)  2025-11-03T15:58Z [----] followers, 15.6K engagements


"When the dip has another dip and then dips even more but then that dip has yet another dip. $BITF $CRML $NB POV: Youre all in on Rare Earth Stocks $MP $CRML and $BITF and you keep buying the dip but the dip keeps dipping: https://t.co/9sPpp60wKi POV: Youre all in on Rare Earth Stocks $MP $CRML and $BITF and you keep buying the dip but the dip keeps dipping: https://t.co/9sPpp60wKi"  
[X Link](https://x.com/cekdrew/status/1989048851786002643)  2025-11-13T19:12Z [----] followers, [----] engagements

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