# Supply Chain

The US and its allies are strengthening critical mineral supply chains through new partnerships and stockpiling initiatives to counter China's dominance. Meanwhile, ongoing geopolitical tensions and cyber threats continue to expose vulnerabilities in global supply chains.

### About Supply Chain
This topic covers the global network of organizations, people, activities, information, and resources involved in moving a product or service from supplier to customer, with a focus on critical minerals and geopolitical influences.  

### Insights
- supply chain engagements hit 12.2M which is 204% higher than it's daily average.

### Top Supply Chain News
Top news links shared on social in the last [--] hours  

*Showing a maximum of [--] news posts without a LunarCrush subscription.*  

"Central Ohio DHL Supply Chain property acquired by Singapore REIT - Columbus Business First A real estate investment trust based in Singapore has purchased a DHL Supply Chain warehouse in Central Ohio"  
[News Link](https://www.bizjournals.com/columbus/news/2026/02/04/capitaland-ascendas-dhl-supply-chain-central-ohio.html) [@bizjournals](/creator/x/bizjournals) 2026-02-04T20:40Z 51.2K followers, [----] engagements


"Commodities Cold War: Trump's critical minerals quest is linked to AI ambitions Critical minerals have already been at the center of mounting conflict between the U.S. and China. These tensions laid bare weakness in the supply chain"  
[News Link](https://www.cnbc.com/2026/02/04/commodities-cold-war-trumps-critical-minerals-quest-is-linked-to-ai-ambitions.html) [@CNBCi](/creator/x/CNBCi) 2026-02-04T19:48Z 181.8K followers, 10K engagements


"Rambus plunges on Q1 supply issue but analysts expect it to continue gaining market share in [----] Seeking Alpha Rambus (RMBS) stock plunges on Q1 revenue hit from a supply chain issue"  
[News Link](https://seekingalpha.com/news/4546332-rambus-plunges-on-q1-supply-issue-but-analysts-expect-it-to-continue-gaining-market-share-in-2026) [@SeekingAlpha](/creator/x/SeekingAlpha) 2026-02-03T18:45Z 318.4K followers, [----] engagements


"Trump Project Vault stockpile to include all critical minerals The stockpile is the latest move by the Trump administration to build a Western supply chain to counter China's dominance in critical minerals"  
[News Link](https://www.cnbc.com/2026/02/03/trump-stockpile-critical-minerals-reserve-project-vault.html) [@CNBCi](/creator/x/CNBCi) 2026-02-03T16:44Z 181.8K followers, 47.5K engagements



### Top Supply Chain Social Posts
Top posts by engagements in the last [--] hours

*Showing a maximum of [--] top social posts without a LunarCrush subscription.*

"The GDP Handbrake Global GDP is restricted by several but weve always done it this way technologies that are technologically inferior to other solutions and their only moat is but this very old supply chain is reliable even though said supply chain is not. So what are they [--]. Transformers ancient technology that has no moat whatsoever other than no buyer ever needs more than one. And so its never worth making your own even though its not even difficult. Its one of those pieces of equipment where accountants just accept that is has a [--] month lead time and never ask what is it made of. 2."  
[X Link](https://x.com/Object_Zero_/status/2019186202276999652) [@Object_Zero_](/creator/x/Object_Zero_) 2026-02-04T23:07Z 31.5K followers, 58.1K engagements


"JD Vance pushes for price floors for mineral trading ⚡ The Economic Ninja discusses J.D. Vance's proposal on a strategic mineral stockpile highlighting potential price floors on minerals. This analysis ties into the broader topic of critical minerals and the mineral supply chain emphasizing the importance of rare earth minerals and rare earth metals for national security. This perspective also touches upon past actions by the Donald Trump administration regarding these vital resources. 🔥You can sign up for my free newsletter here: https://www.theninjanewsletter.com/join-today jd vance"  
[YouTube Link](https://youtube.com/watch?v=fnYGpNkXoNY) [@economicninja](/creator/youtube/economicninja) 2026-02-04T21:43Z 587K followers, 12.1K engagements


"Excellent news Thats the way forward. Ambassador Greer announced that the United States the European Commission and Japan intend to develop Action Plans for critical minerals supply chain resilience laying the groundwork for a binding plurilateral agreement on trade in critical minerals with like-minded partners. https://t.co/A5RO5Hw3Pk Ambassador Greer announced that the United States the European Commission and Japan intend to develop Action Plans for critical minerals supply chain resilience laying the groundwork for a binding plurilateral agreement on trade in critical minerals with"  
[X Link](https://x.com/vtchakarova/status/2019161995165982957) [@vtchakarova](/creator/x/vtchakarova) 2026-02-04T21:31Z 203.5K followers, 17.2K engagements


"🚨Secretary Doug Burgum: "These talks are important because critical minerals are important to every American.We need to build a club of nations to be able to trade freely. that we've got a secure supply chain for the critical minerals that we"  
[X Link](https://x.com/DerrickEvans4WV/status/2019130292033016118) [@DerrickEvans4WV](/creator/x/DerrickEvans4WV) 2026-02-04T19:25Z 880.6K followers, [----] engagements

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