A monumental shift in American mining policy could be underway—and investors need to take note.
According to a breaking report by MINING.COM, U.S. Interior Secretary Deb Haaland revealed that Donald Trump is considering the creation of a sovereign wealth fund to invest directly in domestic critical mineral producers. The revelation came during a Senate hearing this week, where Haaland confirmed conversations about the proposal during the former President’s recent meetings with mining executives.
If realized, this fund could mark the first sovereign wealth vehicle of its kind in U.S. history—specifically designed to bolster America’s supply chain independence in critical materials like lithium, potash, and rare earth elements.
đź’ˇ Why This Matters for Investors
A U.S. sovereign wealth fund would serve as a powerful financial catalyst for domestic miners, offering capital support, derisking early-stage projects, and sending a strong political signal that the U.S. is serious about competing with China’s dominance in global mineral supply chains.
Countries like China, Saudi Arabia, and Norway already deploy sovereign funds to support national strategic sectors. For the U.S., this could signal a turning point in mining policy—backing words with capital and placing resource independence at the core of economic security.
đź“Š 5 U.S. Junior Miners to Watch
Here are five U.S.-focused juniors that could benefit from this policy shift:
1. American Critical Minerals (CSE: KCLI | OTCQB: APCOF)
- Focus: Potash & Lithium
- Flagship Asset: Green River Project, Utah
- Why it matters: Permitted and drill-ready with a historic potash target of up to 1 billion tonnes of high-grade KCL. Strategically located in a U.S. “super potash basin.”
2. Arizona Lithium (ASX: AZL | OTCQB: AZLAF)
- Focus: Lithium
- Flagship Asset: Prairie Lithium Project (via acquisition of Prairie Lithium), and Big Sandy in Arizona
- Why it matters: Dual exposure to Canada and the U.S., with growing visibility as a domestic lithium supplier.
3. Pegasus Resources (TSXV: PEGA | OTCQB: SLTFF)
- Focus: Uranium & Lithium
- Flagship Assets: Pine Channel Uranium (Saskatchewan), and lithium exploration in the Black Hills, South Dakota
- Why it matters: Actively advancing U.S.-based lithium targets in a historic mining region. Positioned to benefit from domestic mineral security efforts.
4. Ioneer Ltd. (Nasdaq: IONR)
- Focus: Lithium & Boron
- Flagship Asset: Rhyolite Ridge, Nevada
- Why it matters: Backed by U.S. government loan guarantees; positioned to be a near-term U.S. lithium producer.
5. American Battery Technology Company (OTCQX: ABML)
- Focus: Lithium Recycling & Extraction
- Flagship Asset: Tonopah Flats Lithium Project, Nevada
- Why it matters: Vertical integration from recycling to refining could align with federal support for a closed-loop critical mineral economy.
🧠The Bigger Picture
Interior Secretary Haaland’s comments reflect growing bipartisan consensus in Washington: America must reduce its dependence on foreign mineral supply chains, particularly from adversarial nations.
The proposed sovereign wealth fund would complement other national initiatives like the Defense Production Act, the Inflation Reduction Act, and ongoing Department of Energy grant programs. Together, these moves are reshaping the investment landscape for U.S.-based exploration and development companies.
🧠Investor Takeaway
If the U.S. follows through with this sovereign wealth fund, early-stage miners with permitted, scalable, and strategic assets could be next in line for revaluation.
As institutional and retail investors scramble to identify the next breakout opportunities, companies like American Critical Minerals, Pegasus Resources, and their peers offer compelling stories: high-impact assets, geopolitical relevance, and a foothold in the very minerals the U.S. wants to secure.
đź”” Stay tuned to MoneyNews.Today for real-time updates on policy-driven investment trends, mineral security, and the next wave of opportunity in the North American resource sector.
Disclaimer: This article is for informational and entertainment purposes only and does not constitute financial advice. Please conduct your own research or consult with a financial advisor before making investment decisions.
