Download this Free Daily Reckoning research briefing and discover…
The 5 Aussie stocks breaking China's mining stranglehold
With China controlling 90% of the world’s critical mineral processing, Western governments are pouring billions into alternatives.
This report reveals 5 ASX-listed companies that are positioned to profit most from this development — and how to invest now.
Download your free report now and discover:
Here’s what you’ll learn about…
How China gained 90% of the world’s mineral control — and why their export bans are creating an urgent investment opportunity for Australians...
The 5 ASX-listed companies racing to build alternative supply chains — as governments pour billions into breaking Chinese monopolies
How these strategically essential stocks are still trading at multi-year lows — despite holding assets the West desperately needs
The government support dramatically reducing your investment risk — while virtually guaranteeing these projects reach production
How early investors in these companies could profit from the mineral independence scramble
Dear reader,
In the heart of communist Beijing...one single policy decision has created one of the most compelling investment opportunities for Australian investors in over a decade.
Rare earth elements are the invisible foundation of almost every piece of technology you use daily.
Your smartphone contains 8 different rare earth elements.
Electric vehicle batteries need lithium, nickel, and cobalt.
Wind turbines require neodymium for their powerful magnets.
Even military equipment depends on them.
They're essential materials with no viable substitutes.
And here's the problem:
90% of global rare earths processing flows through Chinese facilities.
They control the entire supply chain.
But in April 2025, China imposed sweeping export restrictions on rare earth elements, cutting off supplies of essential materials.
Overnight, the world's most critical supply chain became a weapon of economic warfare.
This has exposed the West's dependency and created an urgent need for alternative suppliers.
And at the centre of this global chess game sits Australia.
We control nearly half the world's lithium (49% of global production).
We hold massive rare earth deposits that China desperately wants to keep buried ( 4–6% of global reserves).
And we're the only mining superpower that America can trust — so much so that the US designated us a "domestic source" under their Defense Production Act.
We’ve seen this play out before
In the early 2000s, China's industrial rise triggered an iron ore boom that made Australia one of the world's wealthiest nations.
At the time, millions of people were moving from rural farmland to China’s rapidly growing cities.
That meant new roads, towers, power plants, bridges — all built with Australian iron ore.
And the companies that sold those metals saw explosive growth:
Fortescue Metals — a junior iron ore company trading at just $0.02 — soared to nearly $10.
That’s a gain of almost 50,000%.
And it wasn’t just Fortescue.
BHP shares surged 550% from $6 to $40.
Rio Tinto jumped 469% from $8 to $45.
And dozens of smaller mining companies delivered huge returns to investors who recognised the opportunity early.
Now these were outliers whose performance is unlikely to be repeated, and investing in mining stocks carries high risk, but today, something eerily similar is unfolding.
Only this time, it’s not about building cities.
It's about securing control over the raw materials that power the future.
Rare earths. Lithium. Nickel. Copper. The metals behind electric vehicles, defence systems, clean energy, and advanced manufacturing.
And right now, the race is on to build alternative supply chains outside Chinese control.
And that hands you what could be one of the investment opportunities of the decade.
Australia holds the resources the West desperately needs.
And a handful of Aussie companies are already pivoting to meet that demand.
And I'm going to tell you exactly which stocks they are — before the rest of the market wakes up to what's happening.
STOCK #1: The only significant rare earth producer outside China, with new heavy rare earth facilities coming online in 2025 and expansion plans backed by government funding.
STOCK #2: A Western Australian refinery with $1.65 billion in government loans — positioning itself as the alternative to Chinese processing facilities.
STOCK #3: Gina Rinehart's $60 million rare earth bet, now backed by an additional $200 million government commitment and approaching final investment decision.
STOCK #4: An early-stage mining company in the Pilbara that's found promising rare earth deposits and has deals with major miners to help fund exploration.
STOCK #5: A Western Australian rare earth developer with all major environmental approvals completed and 75% of production already sold through offtake agreements.
Get their names, stock tickers and full breakdown in our brand-new report: Australia's War Chest: A Guide to Investing in the Critical Minerals Power Games.
While most investors fixate on
tech stocks and interest rates…
Gina Rinehart — mining magnate and Australia’s richest person — has quietly spent over $800 million snapping up rare earth and lithium projects since 2022.
The Australian government has built a strategic reserve for critical minerals, offered billion-dollar loans, and committed billions more to ports, exploration, and onshore processing.
President Trump has signed executive orders to fast-track deep-sea mining, pursue supply deals with Ukraine and Greenland, and break ground on a new Western-aligned supply chain.
This is coordinated action by insiders who see what’s coming before the headlines catch up.
What they know — what I want you to understand — is this:
The world needs a new mineral supply chain outside of China — and fast
Critical mineral demand is projected to rise tenfold in the coming decades
Most new mines take 7–15 years to reach production
And China is flooding markets with cheap supply to crush competition before it begins
All this has created a rare investment window for you:
The report you’re about to read reveals five companies already positioning themselves at the heart of this shift.
Who's Behind This Report
(and why you should pay attention)
James Cooper
I'm James Cooper — a geologist turned mining analyst with more than 15 years of hands-on experience in the field.
At Barrick Gold, I led exploration teams and ran multimillion-dollar drill programs.
I was on the ground during the $7.6 billion takeover of Equinox Minerals, watching firsthand how major deals reshape markets.
I’ve worked across Australia and Africa for companies large and small — including Crosslands Resources and Northern Star — covering everything from early-stage exploration to advanced resource development.
I bridge the gap between geology and finance. I know what’s in the ground, what it takes to get it out — and how that translates into real investor opportunity.
Today, I’m the lead commodities analyst at Fat Tail Investment Research, where I write for more than 10,000 readers of advisory service, Diggers & Drillers.
Here’s what a few of them say:
"Love getting the details from a trained geologist who has skin in the game." — Peter A.
"James is not up there with the shiny pants mob pretending, but down in the dirt, where he can see, hear and smell what's going on." — D. Monro
"He’s not some shiny suit crunching numbers — he understands the mining industry from the ground up." — Mike H.
In this new report, Australia's War Chest: A Guide to Investing in the Critical Minerals Power Games, I reveal five ASX-listed companies that I believe are strategically positioned as the West scrambles to rebuild its mineral independence.
Three Free Subscriptions to Make You a Smarter and More Successful Investor
You can download and read Australia's War Chest: A Guide to Investing in the Critical Minerals Power Games for free when you subscribe to our three premium investment emails:
Fat Tail Daily — Your daily email briefing on hidden investment opportunities the mainstream misses. Get ahead-of-the-crowd analysis on stocks, gold, crypto and alternative investments that our readers consistently use to discover ideas they wouldn't find elsewhere.
James Cooper’s Mining Memo — Insider expertise from myself, three-times weekly, delivering institutional-grade analysis on early-stage discoveries and commodity market shifts that could lead to the next big mining opportunity.
The Daily Reckoning Australia — A contrarian perspective on financial markets from Nick Hubble, Jim Rickards, gold expert Brian Chu and 'rogue economist' Bill Bonner. Cut through the noise on Australia's stock and property markets, central bank moves, and government financial decisions to position yourself ahead of major economic shifts.
All three emails are completely free, come with no obligation, and you can unsubscribe anytime with a single click.
This Could Be Your Chance to Position Early in Australia's Next Resource Boom
China's mineral restrictions are accelerating Western investment in alternative supplies from ‘friendlier’ nations.
Government funding is flowing into strategic projects here in Australia.
Experienced investors are already making their moves.
Inside this free report, you'll discover:
Five ASX stocks positioned to benefit from mineral independence efforts
The $800 million investment pattern by Australia's richest person that reveals the companies with strategic advantages
What history shows us about how resource booms create exceptional investment opportunities
The backing from Canberra that reduces project risks and accelerates development timelines
Make sure you get your hands on a copy today.
Once the market recognises this mining power shift, and institutional capital floods these strategic plays...your advantage will likely disappear.
Get your free copy of Australia's War Chest: A Guide to Investing in the Critical Minerals Power Games now — while you still have time to position yourself.
Access to the free report, ‘Australia's War Chest: Investor's Guide to Profiting from the Critical Minerals Power Games’, is FREE when you subscribe to Fat Tail Daily, James Cooper’s Mining Memo and The Daily Reckoning Australia.
Enter your email address below and hit the button to gain instant access.
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Fat Tail Daily — Your daily email briefing on hidden investment opportunities the mainstream misses. Get ahead-of-the-crowd analysis on stocks, gold, crypto and alternative investments that our readers consistently use to discover ideas they wouldn't find elsewhere.
James Cooper’s Mining Memo — Insider expertise from myself, three-times weekly, delivering institutional-grade analysis on early-stage discoveries and commodity market shifts that could lead to the next big mining opportunity.
The Daily Reckoning Australia — A contrarian perspective on financial markets from Nick Hubble, Jim Rickards, gold expert Brian Chu and 'rogue economist' Bill Bonner. Cut through the noise on Australia's stock and property markets, central bank moves, and government financial decisions to position yourself ahead of major economic shifts.
