A Message from Capital Trends The chip war is moving underground. As the U.S. ramps up semiconductor production to outpace China, an unexpected pressure point has emerged: critical minerals. Copper. Cobalt. Rare earths. These are the physical building blocks behind every AI chip, data center, and advanced battery. And the U.S. doesn't have enough of them - yet. Near the Nevada-Arizona border, and within striking distance of America's fastest-growing semiconductor corridor, one junior explorer is drilling into a site that could help change that. Located in Nevada's historic Goodsprings district, their Green Monster project is surrounded by some of the most productive mines in the western U.S. - including Barrick's Cortez Mine. With a fully funded drill program underway, the company is targeting deep polymetallic structures rich in copper, nickel, cobalt, and rare earths - the materials U.S. policy now prioritizes under the CHIPS Act and Defense Production Act. Early surface results have already shown promising grades. And with geopolitical tensions driving tech firms to localize supply chains, projects like Green Monster are drawing new strategic attention. Explore the full story and what the next drill results could reveal.
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