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![KShevchenkoReal Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1829415699309019136.png) Kyrylo Shevchenko [@KShevchenkoReal](/creator/twitter/KShevchenkoReal) on x 4237 followers
Created: 2025-07-16 11:14:00 UTC

New priorities mean the next big winners. Rare earths — key to fighter jets, missiles, EVs, and wind turbines — are now at the center of U.S. industrial policy. Washington just signed a $400M deal with MP Materials, locking in rare earths at 2x the market price for XX years — a move to cut reliance on China. In Europe, once defense became the focus, arms giants saw their stocks soar by thousands of percent. Now, a similar shift may be coming to the U.S., as firms tied to national security and critical supply chains become the next giants. #NationalSecurity #RareEarths 
Photo: @Reuters

![](https://pbs.twimg.com/media/Gv-TeUFWsAAThiB.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945441783556788450/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)
[stocks defense](/topic/stocks-defense)
[china](/topic/china)
[reliance](/topic/reliance)
[$400m](/topic/$400m)
[$mp](/topic/$mp)

[Post Link](https://x.com/KShevchenkoReal/status/1945441783556788450)