Calls
1
Mark Marengo
JPMorgan Managing Director
Win Rate
100.0%
return
+1.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 25
$49.35
+1.3%
80-90% of rare earth minerals used in U.S. defense products are sourced overseas, creating a major supply chain gap. Public-private partnerships are crucial to developing solutions and bringing processing capability back to the U.S. Deals like MP Materials' acquisition of a rare earths facility are examples of bespoke solutions developed by locking arms with government, industry, and finance. This is a critical part of securing the defense industrial base. LONG on opportunities in rare earth mineral processing and securing critical material supply chains essential for defense and technology manufacturing. Developing domestic processing capability is capital-intensive and requires sustained, coordinated effort between the public and private sectors.
80-90% of rare earth minerals used in U.S. defense products are sourced overseas, creating a major supply chain gap. Public-private partnerships are crucial to developing solutions and bringing processing capability back to the U.S. Deals like MP Materials' acquisition of a rare earths facility are examples of bespoke solutions developed by locking arms with government, industry, and finance. This is a critical part of securing the defense industrial base. LONG on opportunities in rare earth mineral processing and securing critical material supply chains essential for defense and technology manufacturing. Developing domestic processing capability is capital-intensive and requires sustained, coordinated effort between the public and private sectors.
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Mark Marengo has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: XLB.
