Posted originally on Aug 6, 2025 by Martin Armstrong |
America is desperate for rare earth minerals. China was supplying the US with around 70% of all such minerals, but they’re not going to supply them to an enemy nation to create weapons. As I mentioned yesterday, this is precisely why America is desperate to access Ukraine. I received a few comments asking why the US has not begun digging, and unfortunately, they are unable to reach those crucial minerals due to the ongoing war.
It is estimated that Ukraine holds 5% of the world’s critical raw materials. Ukrainian officials believe they have 19 million tonnes of graphite reserves and significant deposits of titanium, rare earth metals, and lithium. The current plan would require harvesting up to HALF of Ukraine’s minerals and rare earth materials.
On April 30, 2025, Ukraine and the US finalized a minerals deal and established a United States–Ukraine Reconstruction Investment Fund. Congress approved a $50 million defense package to Ukraine through direct commercial sales (DCS). Trump is a businessman first and foremost—the mineral deal had to be approved before he would approve of any aid package. The United States now has preferential rights to extract minerals from Ukraine.
Why hasn’t the US begun digging? An estimated 50% of Ukrainian minerals are in areas under Russian control. The Donbas region, the Donetsk and Luhanskare rich in critical minerals, rare earth minerals, coal, and gas. They host the Shevchenko lithium field. Russia currently controls 40% of Ukraine’s metal resources and 56% of its coal reserves. Other essential sites are within a 10-mile radius of occupied enemy territory. Dnipropetrovsk & Kharkiv have uranium, but they are unstable due to frontline advances. Zaporizhzhia has the rare earth elements that America is seeking but it is partially occupied by Russian troops and extremely dangerous. Central and Western Ukraine could be safe for extractions, but they are far less rich in minerals.
Where else can the West turn? Europe faces the same crisis. Estonia has rare minerals, but not enough to meet demand, with the nation currently providing the US with 5% of its needs. Malaysia imports about 13% of US rare earth imports, with Japan providing another 6%. Japan has minerals, but still imports from China. They plan to begin extracting rare earth minerals from the Minami-Torishima Island in 2026, marking the world’s first large-scale mining operation 6,000 meters beneath the ocean. Scientists believe that the area could contain around 16 million tonnes of rare earth elements, but that is a mere estimate. Malaysia has a low mineral reserve in comparison to other nations and cannot be an alternative supplier. Malaysia hosts the Lynas Corporation, the biggest rare earths processor outside China, but the nation has modest reserves.
So while Ukraine may hold nearly $15 trillion worth of crucial minerals and 15% of the world’s reserves, they cannot be accessed due to the ongoing war. China and Russia are abundant in minerals and have no restrictions when it comes to weapon production. China has pioneered molten salt reactors to produce uranium and convert it into nuclear energy. America’s enemies have a notable advantage right now and there are no reliable alternatives.
Posted originally on Aug 4, 2025 by Martin Armstrong |
COMMENT:
Marty,
yes, they want to talk and force war by any means necessary. How
incredibly crude and predictable the words coming from the mouth of US
Ambassador to NATO, Matt Whitaker, are. Although I know, especially
based on historical facts from WW1 and WW2, how war propaganda and the
demonization of the enemy work, I am still shocked every time by how
blatantly and crudely they keep doing it. I am even more shocked every
time by how stupid the vast majority of people are.
There are times when I would even welcome a population exchange and
extermination of the Western world in the hope and with the stupid but
human impulse that this would eradicate a large part of the evil. I am
fully aware that this is not true. But the human impulse still rises
within me.
I have sons and grandchildren; we left Europe last decade! Especially
because of your predictions! We hope to be far away from the catastrophe
unfolding here in the coming years.
Marty, we owe you a great deal for making the timely decision to leave
Europe.
US Ambassador to NATO, Matt Whitaker:
It’s impossible to get into the mind of Vladimir Putin because it’s sick
and twisted and probably not logical.
But I’m guessing he doesn’t want to take on the most powerful military
in the world, which is the United States of America.
GB
REPLY: This is the problem. Whitaker’s arrogance thinks that the US is so powerful that it can crush Russia without ever firing a shot and calling Putin “sick and twisted” when we started this war, and there were TWO peace deals which the WEST broke – not Russia. I have NEVER in my entire life witnessed such INCOMPETENT diplomacy. The Neocons have been instructing Trump to be strong and yield nothing to Putin, and he will fold. Peace is easy. Just HONOR the Minsk Agreement. But this is a war to destroy Russia, and Trump is a fool who is being played just like George Bush, Jr.
China has already said that they will NOT let Russia lose BECAUSE they know they will be next. The ONLY way to defend against our insane Neocons is to pull together as a united front with Russia, China, North Korea, and others against the West. Both India and China have previously been the financial capitals of the world. Just as Europe lost that because of two world wars, we will do the same.
These Neocons have waged endless wars, and they have lost EVERY SINGLE ONE! They think this will be just a war against Russia, and they can tell China to wait for its turn. This is a war against NATO and China, along with everyone else tired of this Neocon arrogance, will join to eradicate the West.
These insane and arrogant Neocons are just full of themselves. They are NEVER the ones on the battlefield. They send everyone else’s children to die for their aspirations of world dominance and glory. Make no mistake. They seek what they accuse their adversaries of doing – the conquest of the world.
This is the story they always put out. Russia is losing, and we can crush them like an ant.
The computer shows shift changes as of next week, escalating into the week of the 18th. So let me see, Trump will impose crushing sanctions on China for buying Russian oil? They are supposed to bend the knee and say Oh, sorry. We will buy from the US instead? That would be a massive loss of face. Every ultimatum coming out of Trump’s mouth is pushing China and Russia closer together.
Here is Tony Blair’s Apology for listening to the NEOCONS.
Here is General Wesley Clark, who was shocked when the Neocons told him they wanted to conquer the entire Middle East with American troops.
I’m not sure we will have a recording of Trump’s apology for starting World War III. I had hoped he would keep us out. I was wrong. The computer has always been correct. We have a major war on the horizon, and it does not look good.
Posted originally on Aug 3, 2025 by Martin Armstrong
I have written directly to members of the Trump Administration and received no reply. When you generally write, you get the standard form thanking you for your letter. Not getting even a form letter response tells me they are not allowed to be passed on. The Deep State is still the gatekeeper for correspondence. Even if you write to your Congressman, you get the form letter response, and they will NEVER see your letter if the gatekeeper disagrees. Welcome to democracy.
Director of National Intelligence Tulsi Gabbard has also come to realize the reality of Washington. She has said she is surrounded by “deep state actors” within the government who are actively working to undermine the president’s agenda and suppress information. These are the people who think they are defending the Constitution, but they are taking us into World War III.
Naturally, CNN has always to report the opposite. If Trump said the sky is blue, they will call him a liar and report it is red. They are in the pocket of the NEOCONS, even if only the top brass know what the real agenda is. They claim that Gabbard’s actions were a politically motivated attempt to rewrite the history of the Russia investigation, according to CNN. The NEOCONS only look at their hatred of Russia and maintain that they must be wiped off the face of the earth. They ONLY look at that objective and are destroying the United States and Western Civilization.
The National Debt is bloated because of endless wars. This has not benefited society. The corruption feeds only a few in the Military Establishment that President Eisenhow warned us about. The debt is unsustainable, they will demand higher taxes and reduce our living standard all for their endless wars. This one they are cooking up will end the United States. Their debt cannot be sustained, and this is the Sovereign Debt Crisis, all for their hatred of Russians. This is what 2032 is all about. They will bankrupt the West, and the Financial Capital of the World will move to China. Sorry, that is what the computer is projecting. It’s not my opinion. I am just so glad I am not 18 today. While Kinzinger claims we can defeat Russia in 3 days, I do not see any such war that has been finished in 3 days.
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