TRUMP’S TARIFFS JUST REWIRED THE RARE EARTHS MARKET – ASM IS...

TRUMP’S TARIFFS JUST REWIRED THE RARE EARTHS MARKET – ASM IS ABOUT TO ERUPT The game has changed — Trump has officially imposed tariffs on China, and global supply chains are scrambling to decouple. This is more than a headline — it’s a seismic shift for critical minerals, and Australian Strategic Materials (ASX: ASM) is positioned dead centre. ASM’s May 2025 Investor Update = Bullish Beyond Words Dubbo Project ready for construction >A$1.5B in conditional government-backed funding Strategic expansion into the U.S. with support from the Pentagon Carbon Net Zero since operations began Only ASX-listed player going mine-to-metal-to-magnet What ASM Produces:✔️ Neodymium, Praseodymium, Dysprosium, Terbium — the exact rare earths the U.S. and allies are desperate to secure✔️ High-purity Zirconium, Hafnium, Niobium — vital for semiconductors, nuclear, aerospace✔️ NdFeB Alloy (magnets) via Korean Metals Plant — now scaling to 3,600tpa Technical + Fundamental Setup is LETHAL:Rebound forming above major supportRSI resetting from oversold zoneFib retracement pointing to potential 500% upsideTarget: $10 in the short term… and $124+ long-term? Don’t laugh. It’s a global macro megatrend backed by policy, capital, and demand data. Forget Lynas. Forget Iluka. ASM is the ONLY play with:✅ Vertically integrated production✅ U.S. expansion strategy underway✅ Active offtake talks across the U.S., Korea, EU, and MENA✅ Full Dubbo Project approvals and engineering done by Bechtel Worried about China? That’s the reason ASM exists.️ China just restricted REE exports — again. ASM's model? Total non-China supply chain from pit to magnet.️ Get in BEFORE this explodes.Webcast May 6.Quarterlies already out.Institutions watching.Narrative shifting. Post your charts, DD, and entry zones below — let’s get $ASM trending #ASM #CriticalMinerals #RareEarths #TrumpTariffs #HotCopper #EVBoom #ASXStocks #GeopoliticalAlpha #SupplyChainShift #DubboProject #StrategicMetals