Gerardo Del Real,
Editor
Jan. 21, 2026
President Trump wants to buy Greenland or is it Iceland? Or maybe both now? I can’t keep up but the stated reason is the important part. He wants to buy it because of its natural resources, specifically rare earths.
Just yesterday, Energy Fuels Inc. (NYSE: UUUU)(TSX: EFR), a leading U.S. producer of uranium, rare earth elements (REE), and other critical materials announced it will acquire 100% of the issued share capital of Australian Strategic Materials Limited (ASX: ASM), a leading producer of REE metals and alloys. The transaction values ASM at roughly US$300 million.
A few days ago, Australia announced the Australian Government's creation of an AUS$1.2 billion Critical Minerals Strategic Reserve with antimony identified as one of three priority minerals alongside gallium and rare earth elements.
The stated reason? It’s critical for its defense and clean energy supply chains.
A few weeks back, the U.S. government, primarily through the Department of Energy (DOE), announced it is investing in domestic uranium capabilities with a $2.7 billion initiative to build uranium enrichment capacity, aiming to reduce reliance on Russia and secure fuel for nuclear reactors for energy security and… you guessed it… national defense.
Today, Tokyo Electric Power Company (TEPCO) has restarted a reactor at the Kashiwazaki-Kariwa nuclear power plant, the world's largest nuclear plant, marking a major step in Japan's return to nuclear energy nearly 15 years after the Fukushima disaster.
Rick Rule was right after all. Either uranium is a part of your clean energy mix or you risk the lights going out.
We also kidnapped a president, took millions of barrels of oil, gave some of the money to donors of the President’s campaign, and stashed the rest in an account in Qatar… but that’s for another day.
The point I’m trying to make is that there is a global scramble to secure natural resources by any means necessary. There’s a reason gold is surging towards $5,000 an ounce, and it’s not because the world is becoming a more stable place.
The resource wars will continue and play out in different forms. Not much I can do about that.
What I can do is position myself, family, friends, and subscribers to profit from this historic commodity cycle… a cycle that will last years, bring chaos, but also make fortunes.
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle