The United States wants to destroy Iran so the middle east gets fully under US control to maintain the strategic edge over China, keeping the Middle East divided into multiple poles to play them off against each other economically. Israel also wants to destroy Iran but it also wants to drag the US in a long lasting ground war so the US starts to collapse from within and they can start to expand in the middle east with the money they make during the collapse and the vacuum that takes place after a failed ground invasion by the US. It wants to use the US military to conquer the middle east, as a result destroying itself in a Vietnam war on steroids. It wants to hurt the US, Iran and the other Gulf States, because it wants full control of the middle east as the US is now trying to attempt. If the US doesn't invade Iran it will lose the Strait of Hormuz which is unacceptable for them. It's not possible to defend the ships by air or reach the defeat of Iran. The Gulf States also would like to see the US collapse and Iran so they get greater economical leverage. And all of them can't destroy Israel because they have nukes. But they will try to poke it. It's a big brawl. If the US invades by ground Trump is likely blackmailed by the files, Israel is likely steering the drip drop release of the files to pressure trump. No sane person would approve such a ground mission. It could be that there is a false flag event where a US ship gets destroyed so the US can justify its full entry. Or they will simply say that they have found growing signs underground that they are working on a nuke. Or that Iran's Hormuz Blockade is a danger for the world economy once Oil is at $200. When it gets clear that the US enters the ground war, the stock markets will probably melt up in tandem with gold because at first everyone thinks they will win but they also want safety and it is the most inflationary scenario imaginable. Vietnam and even the second world war was no different. It could unfold slowly or quickly, it's possible that the air campaign drags on for a while. It depends on the final trigger and how the participants will play their cards.

Rare earth is the most bullish sector in the world right now. The numbers suggest that China is on the verge of a complete export ban. Currently, it looks like a clearance sale, with everything being dumped on the world market before the floodgates are fully closed (my prediction). The clearance sale is probably in effect to empty the strategic stockpiles again before China starts producing fully for stockpiling and to prevent the US and allies from gaining market share again before the final defensive phase is initiated. China will thus prevent itself from being attacked by the US, as the US will be prevented from engaging in a massive modern arms build-up that could match China. It will be the biggest commodities shock/ squeeze in modern history. China has been planning this for more than 20 years. This way they will prevent world war 3 by banning rare earth supply outside its own allies. China will be able to grow even faster and will disarm the US in the critical window (now) where it thinks it could wage a war against China to stay at the top. The US is already delivering F35 fighter jets with missing new radars because China is playing a cat and mouse game with the US all the time. When you look at the chart, 8 months ago silver was exactly at the same point of its cup and handle (NdPr basket shown here) I made close to 10X with silver miners in less than a year. And now I'm set up to ride the same power with rare earth miners. It's the next commodity sector moving into a structural and also artificial shortage and because it is the final deciding sector for who rules the world it will likely be even more powerful than silver will be. And btw, the demand projections you see here will be blown out of the water by 2X or more. Robots aren't factored in nor is an attempt by the US to arms race. This trade acts as a bet on our future (technological development), and also as a hedge against fighting super powers. Rare earths truly is the most important asset class out there. Few talk about it but a few months from now everybody will. My new report on Substack will go into more detail. Because of the Iran war I had to postpone the release. I had to fully concentrate on making decisions leading to a total social blackout. I was close to selling everything but I found out that the Iran war will only accelerate the total market melt up before we bust (later this year probably, depending on the speed of the melt up). By stopping the export fully China can build up a big reserve. It will watch the US ramping up its own more expensive production and then it will rug pull the prices and bankrupt the western rare earth chain once again. Only producers outside the US will survive this price dump because they are on a similar cost curve as China (Brazil, Africa, Australia, South East Asia). This way China will finally strengthen the US colonies who then can unchain themselves economically from the West. To come to this conclusion you need to understand the cost curves and geological setups for rare earths around the whole world. It's way more complex than other commodities. One of the hardest fields I've ever studied.

The relative outperformance of rare earths to silver could even be more than double and closer to 3X. If it stretches out longer it could also be 6X better in performance than silver miners. Remember that for Silver all the US has to do is crank up South American output. The companies are there, at least to some extent. For economically viable rare earths the West has basically nothing online. The chinese resistant deposits that can go into production are all in South America, Australia or Africa. IAC is the key word.