The New Era Of Strategic Investing: Semiconductors, Rare Earths, And Uranium

2025-09-25 07:24:00 ET

By Ryan J. Puplava, CMT, CTS, CES

The United States has entered a new phase of industrial policy unlike anything seen in decades. Washington is channeling billions of dollars—through legislation, executive authority, and direct procurement—into domestic supply chains deemed critical to national security. Rare earths, nuclear fuel (announced last week), lithium, drones, specialty defense materials, semiconductors, and dual-use emerging technologies are at the center of this effort....

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