US Mobilize $15 Billions in Rare Lands and Prepare for Conflict with China

[Igor Pereira]

The financial market is about to undermine what the military already knows: peace is over.

We received backstage information about the "Almost Manhattan Project (OSC/EDU)". The United States is no longer in "dissuasion" mode; they have entered "wartime resolution". The administration is moving at a terrifying speed to decouple China's critical supply chain.

By Igor Pereira Financial Market Analyst

The analysis of what this means for the Dollar, Commodities and the Energy sector.

The mobilization is real and massive.

• The Movement: A U.S. elite team executed more than $15 billion in rare earth transactions and critical materials in a matter of months.

• The objective: Cover supply chains upstream (extraction), midstream (processing) and downstream (manufacture)

• Market Reading: This is a direct preparation for a kinetic conflict. China controls global rare earth processing. The US is spending billions to ensure that when the conflict begins (in the Philippines, Vietnam or Japan), its military industry does not stop. Bullish (High) for Rare Land miners outside China (MP Materials, Lynas).

While the West strangles itself with ESG goals, China is playing a different game.

• The Reality Chart: Analyze the attached graph. The consumption of coal from China (red area) is swallowing the rest of the world.

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• The Shocking Data: China built 90 gigawatts (GW) coal electricity only in 2025. That's more energy than there is in the entire state of Texas.

• The "Rope-a-Dope" strategy: Beijing encourages the West to adopt "Net Zero" while they use the "secret weapon" (cheap and dirty coal) to dominate industrial and military production. Their energy cost is a fraction of ours.

The report highlights a dangerous division between the US and its traditional allies.

• The Modern Chamberlains: Leaders like Carney (Canada), Merz (Germany) and Starmer (United Kingdom) are accused of ignoring classified intelligence and maintaining a posture of appeasement with Beijing.

• The Cambial Risk: If the U.S. realizes that its allies (Europe and Canada) are compromised or "sleeping on the wheel", we will see a commercial American isolationism. That's extremely Bearish (Low) EUR, GBP and CAD against USD. The Dollar becomes the only real security asset in the West.

We're witnessing a war economy being built in real time. The US "mentality of breaking or repairing" means extreme volatility.

My Vision:

1. Energy: Bet on Traditional Energy (Oil, Gas, Uranium). The Net Zero fantasy will collide with the reality of the war.

2. Defense: The US defense sector will receive unlimited capital injections.

3. Beware of Europe: Germany and the United Kingdom are on the wrong side of the energy and geopolitical equation. Sale EUR/USD in sales.

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Game Turned: The Wallet of War.

There is an ETF of strategic minerals that the U.S. government is using to allocate that $15 billion. It's still cheap and off retail radar.

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