The biggest rally of the year in the US and Australia was triggered by a movement called a military plan—and a geopolitical objective.

The new game is now played with strategic metals and trillions on the table!

JPMorgan's $1.5 trillion announcement

The bank announced today its "Security and Resilience Initiative," with investments of $1.5 trillion over 10 years.

The $10 billion equity investment will be from companies linked to: • Defense and aerospace • Supply chains and manufacturing • Energy and critical minerals • Artificial intelligence and semiconductors

All under the "America First" umbrella.

The market exploded

Rare earth stocks soared in the US and Australia.

🇺🇸 USA • CRMLW: +72% • USAR: +32% • MP Materials: +24% • UAMY: +36% • Energy Fuels: +17%

🇦🇺 Australia • Northern Minerals: +40% • Arafura: +14% • Larvotto: +17% • Viridis: +10%

These are companies that extract the most sought-after metals of the moment.

But what are rare earths?

Despite the name, they're not that rare. There are 17 chemical elements used in chips, batteries, turbines, and defense systems.

Without them, there would be no cell phones, electric cars, guided missiles, or artificial intelligence. Today, China accounts for 70% of global production.

Jamie Dimon unleashed the lyrics: the US has become vulnerable

"It has become painfully clear that the US has become overly dependent on unreliable sources."

In other words: the movement is more than economic. It's strategic.

A bank entering the dispute for productive sovereignty.

The Minerals Cold War Has Already Begun

In recent weeks, China has restricted exports of rare earths. Trump responded with 100% tariffs on Chinese products.

Meanwhile, the US government was buying stakes in companies like MP Materials, Trilogy Metals, and Intel.

Now, JPMorgan Chase is stepping in as the White House's private equity arm.

Trump pressed, Wall Street caved

He had been accusing banks of "ideological debanking" and demanding internal investment.

With this plan, JPMorgan aligns itself with Trump's rhetoric and also secures a position in infrastructure projects, public contracts, and incentives.

Apple, Nvidia, and SoftBank have also already taken action.

The risk: this is all just political theater

The FT and NYT warned: this move could be a corporate stunt to please Trump and garner funding.

But the effect was significant: • Volumes exploded • Mining companies soared • The issue became the center of the economic narrative

This war is new—and the US isn't ready.

It's not just about interest rates, inflation, or fiscal pressure. It's a new power struggle—where whoever controls the elements of technology has a strategic advantage.

And markets are racing to price this in.