The Beanpod - Crypto and Stocks
Sep 3, 2026 · 8 min · 4 segments
The Trump administration is pouring billions into this sector of the stock market. The USA Canada trade war is the newest catalyst that is telling us to watch this industry very closely, as America…
Trump and his administration have been pouring billions, multiple billions of dollars into rare earth minerals.
Now, this is not a new thing.
We've seen gold and silver and copper and nickel.
These assets have been ripping in price over the last year or two.
But I think things are going to accelerate here because rare earth minerals are very key for almost everything AI, electric vehicles, clean energy.
Yeah, so if you guys aren't
One of the biggest things that they're lucky to do is be like, all right, well, what's the one thing you guys need the most from us?
We're not going to give it to you.
It's nickel, right? This is, well, this, you know, it's unfortunate as Canadians.
I don't know if it's going to end up well for Canada, but this does present a very interesting stock trade for us.
Yeah.
Investment opportunity.
Of course, this is not financial advice.
We're just telling you how we are making our investments based on what's happening in the geopolitical situation between Canada and US.
Now, historically, Canada has supplied 45% of the nickel needed for American production to America.
So what happens if Canada completely cuts off all nickel supply to America? Yeah, what does America do? They're screwed.
And they've been very vocal about this, and this is why we're looking at this company.
America's been very vocal about bringing in domestic nickel.
And nickel is key for clean energy, electric vehicles.
Trump and his administration have been pouring billions, multiple billions of dollars into rare earth minerals.
Now, this is not a new thing.
We've seen gold and silver and copper and nickel.
These assets have been ripping in price over the last year or two.
But I think things are going to accelerate here because rare earth minerals are very key for almost everything AI, electric vehicles, clean energy.
Yeah, so if you guys aren't
One of the biggest things that they're lucky to do is be like, all right, well, what's the one thing you guys need the most from us?
We're not going to give it to you.
It's nickel, right? This is, well, this, you know, it's unfortunate as Canadians.
I don't know if it's going to end up well for Canada, but this does present a very interesting stock trade for us.
Yeah.
Investment opportunity.
Of course, this is not financial advice.
We're just telling you how we are making our investments based on what's happening in the geopolitical situation between Canada and US.
Now, historically, Canada has supplied 45% of the nickel needed for American production to America.
So what happens if Canada completely cuts off all nickel supply to America? Yeah, what does America do? They're screwed.
And they've been very vocal about this, and this is why we're looking at this company.
America's been very vocal about bringing in domestic nickel.
And nickel is key for clean energy, electric vehicles.
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