Trump’s mining plan is smart — but China remains in the room



The Trump administration, to its credit, is prioritizing the development of mining and critical minerals to protect U.S. economic and defense interests and secure a reliable domestic supply.

At the center of this effort is President Trump’s recent executive order “Immediate Measures to Increase American Mineral Production.” The Federal Permitting Improvement Steering Council, now known as the Permitting Council, spearheads these administration efforts.

America needs to get real about sourcing its domestic critical mineral supply and supporting reliable mining partners in their operations abroad.

Thankfully, it’s now increasing “transparency, accountability, and predictability for the permitting review process for ... critical mineral production projects.”

Abroad, the administration is also pursuing strategic deals, particularly by supporting mining operators in the Democratic Republic of the Congo. A newly signed minerals agreement between the Congo and Rwanda — brokered as part of the U.S.-backed peace treaty — marks “a success for Trump against the backdrop of U.S.-China competition over critical minerals.”

With all this activity in the global mining sector, it’s essential that the U.S. government adhere to the following principle: Support and partner with real — and reliable — mining operators.

America can’t afford to gamble with startups backed by tech billionaires with no mining experience nor mining companies that are backed by China. We need to be realistic about supporting the mineral needs of “USA Inc.” Moreover, policymakers must not fall for the slick PR and flashy AI claims currently inundating the industry.

It’s time to stop the madness.

Flashy ‘mining’ startups

So who are the culprits driving this frenzy? The first is KoBold Metals, a California-based startup backed by Bill Gates, Jeff Bezos, and Michael Bloomberg. The company’s trio of green activist billionaire backers should raise significant concerns within the administration. Gates, for instance, was in Singapore recently touting the ill-advised return of support for “climate reform.”

A deeper problem lies in KoBold’s misleading image. The company calls itself a mining firm, but it has never run a mine.

Its strength lies in artificial intelligence and data harvesting, not excavation, logistics, or engineering. KoBold claims to lead “the world’s largest exploration R&D effort” using AI and novel hardware. The language sounds impressive. The reality is far less so.

KoBold lacks the infrastructure, operational know-how, and supply chain muscle needed for serious mineral exploration and production. At its core, it’s an AI platform masquerading as a mining company.

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Even more troubling, the administration appears to be assisting KoBold in advancing a lithium mine in the DRC. According to Bloomberg, the announcement came after the DRC’s President Felix Tshisekedi met with Massad Boulos, Trump’s senior adviser for African affairs, to discuss potential American investment and security assistance in the DRC's fight against a rebel group in the east, which is backed by neighboring Rwanda.

I am confident Boulos, who also happens to be the father-in-law of President Trump’s youngest daughter, will soon come around and realize what’s real and what’s not.

Lining China’s pockets

Given the stakes, the administration must weigh reliability when deciding which mining companies to back. Rio Tinto doesn’t make the cut.

Yes, Rio Tinto is a real mining company. It’s been around since 1873 and operates on a global scale. But it doesn’t serve U.S. interests.

The Aluminum Corporation of China Ltd., or Chinalco, holds a 14.56% stake in Rio Tinto. Chinalco is a Chinese state-owned enterprise. That makes Beijing the company’s largest shareholder — and that alone should disqualify Rio Tinto as a potential partner.

Propping up Rio Tinto would only tighten China’s grip on the world’s critical minerals supply — at America’s expense. As international policy and trade analyst Dewardric McNeal recently wrote:

The United States must now treat critical minerals not as commodities but as instruments of geopolitical power. China already does. Escaping its grip will require more than mine permits and short-term funding. It demands a coherent, long-term strategy to build a complete supply chain that includes not only domestic capabilities but also reliable allies and partners.

Exactly right. The U.S. needs a strategic, grounded approach — not one riddled with internal contradictions.

America needs to get real about sourcing its domestic critical mineral supply and supporting reliable mining partners in their operations abroad. The clock is ticking, and neither flashy startups nor Chinese-backed companies are the keys to solving this puzzle.

Trump’s trade crackdown may be US Steel’s last shot



Cleveland-Cliffs, America’s fourth-largest steel producer, stunned West Virginia earlier this month by shelving plans to reopen a shuttered steel mill as an electrical transformer plant.

The project would have restored 600 of the 1,000 jobs lost when the company idled the mill in February. Instead, the cancellation marked just one of several disappointing announcements since March, all driven by the company’s ongoing financial problems. In total, Cleveland-Cliffs plans to idle six facilities across Pennsylvania and the Midwest.

If the choice is between watching Cleveland-Cliffs and US Steel collapse or breathing new life into one through foreign direct investment, Trump won’t hesitate.

And who suffers most? Steelworkers and their families — the people left out of the headlines.

I’ve tracked the steel industry’s decline for decades, first as the lone free-market conservative senior adviser at the Alliance for American Manufacturing, and later through various economic roles in Washington, D.C. Cleveland-Cliffs’ troubles are just the latest symptoms of a chronically ailing American steel sector, burdened by nearly a dozen deeply rooted problems that won’t be solved quickly.

Steelmakers now face skyrocketing costs for raw materials, energy, and labor. At the same time, they compete against a global glut of cheap steel, particularly from Chinese companies that flood markets and drive down prices. Geopolitical tensions, supply shortages, and transportation choke points only add to the chaos. The result: an industry pushed to the brink — and workers left behind.

Some steel companies are taking creative steps to survive. In December 2023, U.S. Steel announced a proposed sale to Japanese rival Nippon Steel. CEO David Burritt had warned just three months earlier that without a strong buyer, he would likely shut down the Mon Valley Works plant near Pittsburgh — an iconic facility employing more than 3,000 workers — and move company headquarters from the “Steel City” to Arkansas.

Nippon Steel emerged as the most financially viable bidder, outpacing Cleveland-Cliffs, which remains weighed down by persistent losses. Despite this, the Biden administration blocked the deal. President Trump initially opposed the sale but has since indicated a willingness to approve it.

For years, I’ve advocated better trade policies — especially deregulation and aggressive action against China. As a former commissioner on the U.S.-China Economic and Security Review Commission, I pushed to crack down on China’s intellectual property theft and ongoing geo-economic abuses. Trump’s trade agenda gives the United States its best shot in decades to protect jobs from Chinese exploitation and reopen long-shuttered paths to profitable domestic manufacturing.

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 Photo by Andrew Harnik/Getty Images

On the home front, Trump’s 10-to-1 deregulation initiative — eliminating 10 old rules for every new one — could transform the business landscape. He’s already eyeing 44 regulations that manufacturers want repealed. What critics call a “tariff war” with China is really just Washington’s overdue reckoning with decades of failure to hold Beijing accountable.

These policy reforms won’t take effect overnight. And manufacturers like U.S. Steel can’t afford to wait while neglect and decay continue. Nippon Steel’s $14.9 billion bid offers a direct infusion of capital that could revive this historic company and inject new life into a battered industry.

Look at what Nippon’s latest offer — now exceeding $20 billion — includes:

  • A $1.3 billion commitment to upgrade and modernize two U.S. Steel plants.
  • Guarantees to retain the full U.S. Steel workforce and honor existing union contracts.
  • A $5,000 bonus for every U.S. Steel employee once the deal closes.

President Trump understands business and negotiation. His priority — rightly — focuses on revitalizing American industry and creating jobs that put affordable groceries, including now-cheaper eggs, back on the tables of steelworkers.

If the choice is between watching Cleveland-Cliffs and U.S. Steel collapse or breathing new life into one through foreign direct investment, Trump won’t hesitate. He’ll choose growth — and he’ll be right to do so.

‘From the frying pan into the fire’: Geo-engineering climate fix turns catastrophic



Like transhumanism, artificial intelligence, and nanotechnology, geo-engineering is another one of man’s dangerous attempts to play God.

By manipulating Earth’s climate via scattering particles to block sunlight or sucking carbon from the air, it gambles with nature’s delicate balance, inviting consequences we can’t possibly predict.

Lead researcher and founder of GeoengineeringWatch.org Dane Wigington, however, has dedicated his life to exposing and halting covert climate engineering operations. On a recent episode of “Back to the People,” he told Nicole Shanahan the wild story of how he became one of the world's most vocal critics of geo-engineering — an insidious threat most know nothing about.

 

Many years ago, Wigington built an off-grid home powered by solar, wind, and hydro energy in a remote area near Lake Shasta in Northern California. Everything was going great; his home was even featured in a major renewable energy magazine, celebrating his expertise in sustainable living.

But one day, something changed: His solar panels began losing a huge amount of power. Given his professional background in solar energy, Wigington knew that the culprit couldn’t possibly be natural.

After extensive research, he found the answer in his rainwater: It had aluminum in it — toxic levels that rose dramatically over an 18-month period.

Aluminum, Wigington explained, “is abundant in the Earth's strata; it does not exist in free form naturally — period. If it's in free form, it's been mined and refined and dispersed.”

In other words, climate engineering programs, specifically in the field of solar radiation management, were likely spraying aluminum nanoparticles into the atmosphere to reflect sunlight and cool the planet, which is deeply problematic considering “aluminum is toxic to all life forms.”

The rainwater is “killing virtually all soil microbiome. ... Our forests are completely imploding, not just in Northern California — the entire North American West Coast and most places around the world, and they blame that on beetles or a pest,” says Wigington, but “that's a symptom of a sick, dead, dying tree and ecosystem.”

“We have too many agencies trying to protect their paychecks and pensions and not willing to tell the truth.”

And that truth is: Geo-engineering, which is marketed as a means of mitigating climate change, is actually causing it.

“It’s speeding up drying,” even though “the goal is to block out the sun to keep the land from heating,” echoes Nicole.

“That's exactly what's happening,” says Wigington. “Climate engineering under the stated goal of mitigating the thermal energy buildup of the planet is actually exacerbating it, making a bad situation worse — pushing us from the frying pan into the fire.”

To hear more of the conversation, including details about Wigington’s documentary “The Dimming” that exposes the dark underbelly of the geo-engineering world, watch the episode above.

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