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Ripple Effect

The U.S. Falls Behind China in Resource Development

Loading ...Addison Wiggin

July 23, 2025 • 1 minute, 35 second read

Chinanatural resourcesU.S.
The U.S. Falls Behind China in Resource Development

A new economic narrative has started building in recent weeks.

Following the announcement that the Department of Defense would take a stake in MP Materials (MP), a rare earth developer exclusively in North America, it’s clear that the U.S. sees domestic resource development as a key part of national defense.

However, the move, while shaking the small resource market, pales in comparison to the hefty investments that China has been making in the metals and mining space for over a decade:

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China has made extensive global investments in resource developments.

Currently, resources make up about 2% of the S&P 500 by market cap. Even today’s big-name gold miners carry market caps of under $100 billion, and the entire resource space is valued at less than any of the Magnificent Seven names.

But these are the critical physical commodities the world needs. Copper, gold, lead, zinc, uranium, and the rare earths.

This story is just getting started, and U.S. developers may see big moves ahead as the U.S. looks to catch up from a decade of underinvestment as China has moved full steam ahead with resource development.

~ Addison

P.S. With the resource market taking off, we’ve asked Grey Swan Contributor Shad Marquitz, to join us again on Grey Swan Live! tomorrow, July 24 @ 11 a.m. ET.

Shad regaled us last time with a litany of tickers he likes in the natural resource space. We covered rare earth minerals, uranium and nuclear energy, precious metals and building materials.

Tomorrow’s call will give us a chance for another full run down with Shad. He’s very articulate on investing in natural resources. If you’re interested in this overlooked space that’s starting to heat up again, you’ll want to join us Live!

As always, your reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)

Musk Wins Powerball (No Ticket Required)

September 5, 2025 • Addison Wiggin

The global bond market is screaming.

This week, 30-year yields hit multi-decade highs across the U.S., UK, Germany, and Japan.

America’s 30-year briefly touched 5.0% — levels last seen in 2007. Japan’s long bond is at its highest since it was first issued in 1999. Europe’s long paper is flirting with crisis-era yields.

Why? Heavy borrowing, fiscal deficits.

In just two months, U.S. federal debt has surged by $1 trillion. Since mid-August alone, $200 billion has been tacked on.

Musk Wins Powerball (No Ticket Required)
Told You So: Trump’s Top Adviser Just Confirmed the Reset

September 5, 2025 • Lau Vegys

Miran is outlining a radical plan to flip the U.S. dollar’s reserve status from a burden into a bargaining chip. To turn America’s towering debt from an embarrassment into leverage. And to reorient the entire global economic structure in Washington’s favor—while they still can.

Now, if you read through Miran’s 40-page paper, you’ll quickly realize he left a lot of other ingredients out (some of which actually make the plan far more realistic). It’s a speech, not a doctoral thesis, after all.

Told You So: Trump’s Top Adviser Just Confirmed the Reset
A Modern Money Crisis

September 5, 2025 • Addison Wiggin

A spike in money supply typically occurs during a crisis. Not when the economic vibe is simply “uneasy” and bullish.

Today’s graph strips away delusion. A massive quantity of fiat money is propping up the stock market and global economy.

That’s a trend that cannot last.

A Modern Money Crisis
The Frontier of Pax Americana

September 4, 2025 • Bill Bonner

In the early days of the Roman Empire foreign conquests brought glory, booty, and slaves. People were happy to be a part of it.

But after 100 AD the conquests largely ended. And as time went on managing the huge empire — with its far-flung garrisons and expensive bureaucracy — became less and less profitable. Taxpayers were squeezed harder and harder to pay for it.

Roman-era feds had their tricks too. The basic coin of Rome — the denarius — was inflated away. It came to be worth so little that even tax collectors wouldn’t take it. In 212, Caracalla expanded the tax base by giving Roman citizenship to all free men in the empire. But the squeeze continued.

Gradually, the small farmers — who had been the backbone and muscle of the empire — were forced to abandon their land…and even sell their wives and daughters into slavery in order to keep them alive. Gradually, too, Roman society became decadent, corrupt…and brutal, with more and more resources devoted to the war industry.

The Frontier of Pax Americana