
Big news! Trump announces the US will sign a key minerals agreement with the DRC and Rwanda

This is not just a peace agreement, but also a golden opportunity for U.S. companies to seize the global supply chain! Congo holds 70% of the world's cobalt and 60% of its tantalum reserves, and Rwanda will become a processing hub—this will reshape the supply chains for electric vehicles, smartphones, and defense technology, breaking China's monopoly. Which stocks will benefit? Time to buy the dip on these potential winners! Freeport-McMoRan (FCX) - A copper mining giant with rich resources; the deal will unlock investment opportunities. Expected to surge over 10%!
Albemarle (ALB) - The king of lithium batteries, accelerating lithium mining in Congo amid explosive EV demand.
MP Materials (MP) - A rare earth expert, driven by dual supply chains in the U.S. and Africa, with strong defense orders.
KoBold Metals (private, but watch related ETFs like REMX) - An AI mining pioneer with over $1B invested in Congo's Manono lithium mine; valuation could double post-deal.
Tesla (TSLA) - Direct beneficiary of lower cobalt/lithium costs, boosting margins!
Glencore (GLNCY) - Major cobalt/copper player in Congo, stable cash flow + new investments; ADRs will rise.
Ivanhoe Mines (IVPAF) - Leading copper-cobalt projects in Congo, Trump's "minerals for peace" hits the mark.
This move is a double win for tech + mining! The market is already reacting.
Personal opinion only, trade with caution.
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