Posted originally on Feb 4, 2026 by Martin Armstrong |
The Trump administration is moving to create what is being described as a strategic stockpile for rare earths and other critical minerals, branded “Project Vault,” with reported financing of around $12 billion, involving a major loan structure and private participation from large industrial users. This is a defensive move akin to a petroleum stockpile and designed explicitly to mitigate dependency on Beijing’s control.
Raw materials have become strategic geopolitical weapons and a determinant of sovereign power. Rare earth elements are not rare in the sense of scarcity, but they are rare in terms of reliable supply chains and processing capability. These 17 metals underpin everything from high-performance magnets in EV motors and wind turbines to sophisticated defense systems and satellite electronics. Their demand is projected to rise dramatically as the world electrifies and digitizes.
China controls roughly 70 % of mining and over 90 % of refining and magnet production as a result of decades of industrial strategy and investment, subsidized to suppress competition and capture global markets. China is now asserting strategic control by leveraging a near-monopoly over the midstream and downstream processing that most countries simply do not possess.
Efforts by Japan to extract rare earth-rich seabed sediments, and by Western companies to develop rare-earth-free magnet technologies, are steps in the right direction but cannot meet current demand.
Greenland sits on one of the largest untapped deposits of rare earth minerals, critical minerals, and uranium outside of China’s control. That alone makes it strategically priceless. But more important is who does not control it yet. China tried. Russia is watching. The United States understands that if Greenland falls into the wrong hands, it is not just a territorial loss — it is a strategic chokehold on future technology and defense supply chains.
Ukraine sits on enormous reserves of rare earths, lithium, titanium, graphite, and strategic metals. These are not theoretical deposits. They were mapped decades ago under the Soviet geological surveys. What changed is that these materials suddenly became strategic rather than merely commercial.
Europe, meanwhile, is in an even worse position than they publicly admit, because they built an entire “green” policy regime on top of supply chains they do not control. The European Court of Auditors is now warning about the EU’s dangerous dependence on imports for critical minerals, including major reliance on China for key rare earth inputs. You cannot run an industrial policy on wishful thinking.
Control of critical materials has replaced control of oil as the pivot of strategic industrial strength. Whoever controls the inputs for next-generation technologies and war machines has a serious advantage.
Posted originally on Jan 19, 2026 by Martin Armstrong |
Governor Tim Walz threatened to command the state National Guard to attack federal agents. “We do not need any further help from the federal government. To Donald Trump and Kristi Noem, you’ve done enough. I’ve issued a warning order to prepare the Minnesota National Guard,” Walz said in a press event. “We have soldiers in training and prepared to be deployed if necessary. I remind you, a warning order is a heads-up for folks,” Walz said. “Minnesota will not allow our community to be used as a prop in a national political fight.” Now, Washington is considering invoking the Insurrection Act to deploy US troops to Minnesota.
“If the corrupt politicians of Minnesota don’t obey the law and stop the professional agitators and insurrectionists from attacking the Patriots of I.C.E., who are only trying to do their job, I will institute the INSURRECTION ACT, ” Trump said on his Truth Social platform.
We live in a world where states are openly defying the federal government, toying with the idea of separatism, as politics have become too divided for the states to remain united. The 1807 Insurrection Act permits US presidents to unilaterally deploy federal military personnel within the US to restore law and order.
Fifteen different presidents have invoked the Insurrection Act on 30 separate occasions throughout US history. The Insurrection Act was last utilized by President George Bush in May 1992 during the Los Angeles riots. President Trump has the authority to invoke the Act, and if chaos prevents federal agents from carrying out tasks, he may be forced to deploy the military. Shaken by the threat, Walz is asking Trump to “turn the temperature down,” and “stop this campaign of retribution.” Yet, Walz boldly declared he would command state troops to defy Washington.
The unrest in Minnesota is largely due to paid agitated actors who take orders from dark money NGOs controlled by the globalist elite, but I will discuss that matter in a separate post. Democrats like Walz are deliberately creating unrest ahead of the midterm elections. The plan has been to force Washington into a corner where force must be met with force to maintain order. Trump’s presidency will be met with resistance at every corner, as the computer warned, as Washington now faces enemies both domestic and international.
Posted originally on CTH on July 20, 2025 | Sundance
Many people are questioning why Tulsi Gabbard is able to discover and expose activity by the Obama administration and the Intelligence Community, yet prior office holders did not.
Last year, when asked for approaches that could assist a Trump Term-2, I outlined the possibilities for the Office of the Director of National Intelligence (ODNI). What we are seeing today is running in direct parallel to that original outline.
As our conversation expands, and we await the counter attack against her, perhaps it is worth a revisit. I will explain the predictable counter attack at the end.
August, 2024 – The ODNI was created as an outcome of the 9-11 Commission recommendations. In the era shortly after 9/11, the DC national security apparatus was constructed to preserve continuity of government and simultaneously view all Americans as potential threats.
The Department of Homeland Security (DHS) and the Office of the Director of National Intelligence (ODNI) were created specifically for this purpose.
Washington DC created the modern national security apparatus immediately and hurriedly after 9/11/01. DHS came along in 2002, and within the Intelligence Reform and Terrorism Prevention Act of 2004 the ODNI was formed.
When Barack Obama and Eric Holder arrived a few years later, those newly formed institutions were viewed as opportunities to create a very specific national security apparatus that would focus almost exclusively against their political opposition.
Here is the weird part. The ODNI was formed in 2004, with the intent for the office to be the pivot point of a national security radar. The DNI was intended to provide information to domestic agencies about foreign terror networks that would prevent something like 9-11 from happening again. However, the Office of the Director of National Intelligence has never, not for one day, operated on this intent. This is why they are such a critical position from my perspective.
The office was new, not established yet as a functioning silo, when Barack Obama and Eric Holder arrived in 2009. They quickly dispatched an idiot, James Clapper, into the operation so they could weaponize around the offices’ fulcrum point.
Prior to the DNI office existing, the CIA radar would sweep externally and then report to the Office of the President. The DNI was intended to take external radar sweep (CIA) and make it a full 360° circle, adding a sweep inside the USA that would be handled by the Dept of Homeland Security.
The DHS sweep and the CIA sweep would then be combined into a central collection hub called the ODNI. Everyone with responsibility for “national security” could access the ODNI material. Essentially and presumably, post 9-11 nothing like jihadists practicing to fly airplanes would be missed again; at least that was the intent.
The weird part is that because the DNI was immediately weaponized, the office has never functioned to the purpose of its intent.
No one truly knows what the office possibilities consist of, because no one has ever seen anyone try to functionally control the hub. If you think I’m joking about the intent of Obama and John Brennan using the DNI, watch this video. This is before Brennan became CIA Director; this is when Brennan was helping Barack Obama put the pillars into place.
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For the intents of this outline, the takeaway is how the DNI office has never been used for good. In a strategic way, that can be used to our advantage if you are talking about leveraging silos against each other.
Example: The DNI can assemble material from any silo. Meaning the DNI can reach into any IC silo and extract anything they want. Under the original authorities given to the DNI, this authority exists. So, let’s spread the wings on this office and do exactly what it is permitted to do, only this time extract for the purpose of showing the President what is happening in every silo.
In essence, the DNI *CAN BE* deployed like a super strong cross-silo inspector general’s office. Force the other IC silos to comply with the demands of the DNI. This has never been done. But the DNI has this unique power.
The DNI can make the FBI, DOJ, DOJ-NSD, DoD, DoS and CIA provide anything and everything they demand. Instead of the other silos using blocks and threats against the office of the President, use the authority of the DNI to get them without confrontation. Then use the DNI to declassify the documents (if requested by POTUS), instead of the originating silo.
Can you see how the DNI office can be repurposed to be a seriously strong weapon in the toolbox of the President, against the schemes of those inside the various IC silos? The DNI becomes much more important than the CIA Director, NSA Director, FBI Director, Attorney General, etc, because the DNI can just show up and say, “give me this.” That’s the whole functional purpose of the DNI office that has never been exerted; let’s flippin’ use it.
Let’s use the office of the DNI as the central information hub that takes information from inside the corrupt silos, then provides that information to the President who puts sunlight upon it. Each corrupt silo penetrated with disinfectant. This could begin a process to pull down the shadow operations and let the American public see what has been happening inside our IC apparatus.
To accomplish this approach, the National Security Advisor to the President (NSA), would be the person who tells the DNI exactly what they are looking for.
How does the NSA know what to look for? Because the National Security Advisor is the head of the National Security Council (NSC).
Let the NSC monitor the silos with specific intent, then provide Trump’s NatSec Advisor, [now Rubio], with details on what appears to be happening and where. With the approval of the President, the NSA then turns to the DNI and says, “POTUS wants this, go get this.”
Raw, unfiltered, unredacted information. The silo administrators end up in a fight with the ODNI, not the office of President Trump. President Trump then uses the power of his office to support the demands of the DNI.
Under this approach the DNI has a lot more power; yet funnily, it’s power they already have – yet have never utilized.
Unfortunately, the DNI needs to be confirmed by the Senate Intelligence Committee – so, this factors into who could achieve the position. [NOTE: Ric Grenell is too valuable in another position.] John Ratcliffe might be a possibility, but I’m not sure he would be strong enough to go up against the system he knows well (and on a character issue he’s bff’s with Trey Gowdy).
Preferably, we really want an outsider in this role; yet any true outsider is going to face massive scrutiny getting through the nomination filter. [Prior Outline END]
ADD: That’s exactly what happened with Tulsi Gabbard’s nomination.
Why didn’t John Ratcliffe discover this information when he was DNI?
The occam’s razor answer is, he wasn’t looking.
Ratcliffe is part of the IC apparatus that structurally retains the guardrails allowing the IC to exist as the strongest, non statutory, part of our government. Ratcliffe, like Devin Nunes, believes in the system. They see the world threat through the prism of the IC system that tells them where, when and why to be fearful.
John Ratcliffe also worked for John Ashcroft, the main author of the Patriot Act.
They are not bad men, they just believe the worldview presented, because it has always been thus.
But now is not then. Our ‘this’ is no longer ‘thus’. Now we have President Trump, the embodiment of kryptonite to the superstate.
Now we enter the era when great boldness is needed. Brutal honesty is required. A combination of humility and arrogance is needed. Totally different skillsets.
Ratcliffe believes in the system, but he is simultaneously open to allowing Tulsi to do her thing and show him the dangers he doesn’t see.
EXAMPLE: Tulsi took the National Intelligence Council (NIC) out of the CIA. Tulsi could not do that without Ratcliffe’s agreement.
Now, Ratcliffe is watching Gabbard work, seeing what it brings to the surface, seeing a DNI -funnily an office he held- through an entirely new prism. Ratcliffe operated the DNI in the same way that all prior DNI’s operated it. Tulsi is operating the DNI in a completely different way.
I have written about the possibilities of the DNI office, the unknown power when the office was created. Now I am watching Tulsi Gabbard test my theories in real time, and it is beyond cool.
Again, this response may not make sense to most. You really have to spend too much time understanding the IC system and the silos they operate to ‘get it.’
Ratcliffe did what he thought was possible within the confines of the DNI position. Tulsi is changing the definition of the DNI position – expanding the wings of power it holds, and doing what is possible.
This expanded power, now clearly visible, was legislatively authorized in the Patriot Act and subsequent creation of the DNI. Gabbard’s use of it is why the SSCI now wants to change the legislation that created the DNI.
Keep watching, and be very cautious of Senate Select Committee on Intelligence Chairman Tom Cotton.
It’s going to be Tulsi Gabbard vs Tom Cotton! [Patriots vs Sea Island] Remember this as we go forward. SSCI Chairman Cotton is assembling his weapons right now; he has no choice – Cotton accepted the role. Tom Cotton is now the “hand” of the Intelligence Community.
You have to understand how the DC system operates in collaboration with the Intelligence Community apparatus. Almost no one does. The IC (domestic and foreign) cannot allow DNI Gabbard to follow a non traditional format. The SSCI is their weapon, the tool they use to retain all activity within guardrails the IC have constructed.
As you might remember from the outline last year, again cited above, the National Security Advisor plays a key role in coordination with the Director of National Intelligence. The NatSec Advisor is now Marco Rubio.
Does this mean we need to trust Marco Rubio?
I don’t ‘trust’ anyone except God and mom, and even she can be sketchy at times. Instead, I review who people are by the actions they take.
Do I trust a man in his 30s elected to the Senate. No.
Do I trust a man in his 40s who became the fulcrum point for a gang of eight amnesty plan. No.
Do I trust a 50 year old man who rose all the way to the SSCI Chair, then left elected office, freed himself from the world of controlling donors, became Secretary of State at the most consequential time in modern political history, and immediately told the world that, “Ukraine was a proxy war for the USA against Russia”?
Again, no.
However, dismantling USAID, working directly against the interests of the dark world of the Intelligence Community (CIA), and supporting President Trump by stating bold truths that burn all the vessels that could return him to the IC island, point in one direction only.
He knows the proverbial “them.” After leaving elected office, he’s free of them…. AND more importantly, he’s taking action to show it.
That’s beyond historic, and a very good thing to see.
Do I trust Marco Rubio? No….
I trust God and Mom.
….That said, I would be the first to buy him a beer and thank him for what he is now doing. The rest comes in time.
Posted originally on CTH on June 30, 2025 | Sundance
Canfield Mountain is in Coeur d’Alene, which is in northwestern Idaho, about 30 miles from Spokane, Washington. The fire appeared to have been set as part of an “ambush,” and sheriff’s deputies took active sniper fire, Kootenai County Sheriff Bob Norris said. Authorities said during a press conference that a man was found dead on Canfield Mountain with a gun nearby. That man is believed to be the shooter, Norris said. Briefing:
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