$9 trillion is being invested in U.S. manufacturing, sparking a surge in demand for critical minerals and energy.

Major companies like Apple, Nvidia, and Taiwan Semiconductor have committed nearly $9 trillion to U.S. manufacturing, driving a historic industrial boom. This surge is creating unprecedented demand for raw materials such as copper, lithium, and rare earth elements, many of which the U.S. currently imports from China. The federal government is aggressively accelerating mining permits and investing directly in mining companies to reduce this dependency and support the industrial expansion. Experts warn this could trigger a resource supercycle similar to China's past industrialization, marking a significant shift in U.S. economic and strategic policy.