President Trump’s tariff threat over China’s rare earth export controls sent U.S. mining stocks soaring, spotlighting national security risks in critical minerals dependence. The U.S. Defense Dept speeds $1B procurement; JPMorgan pledges $10B investment to secure supply chains. Spencer Kimball unpacks the high-stakes trade showdown. Full story: https://www.cnbc.com/2025/10/13/rare-earth-stocks.html #SpencerKimball #Trump #China #Tariffs #RareEarths #NationalSecurity #JPMorgan #JamieDimon #USChinaTrade #CriticalMinerals