Okay, so mining stocks. Honestly, the whole thing feels… precarious. Like, you’re relying on the earth giving up its stuff, and then people figuring out how to not mess it up completely. It’s a lot to ask. And cyclical? Of course it’s cyclical. Everything is cyclical. Why wouldn’t it be? It’s just… irritating. A perfectly good investment could be ruined because someone decided to buy fewer smartphones. It’s just… illogical.
They say you need a five-year horizon. Five years! Who plans five years ahead? I barely know what I’m having for breakfast. But fine, if you’re one of those people who needs a “long-term strategy,” here are a few stocks that might, might, not completely fall apart. I’m not making any promises.
1. TMC The Metals Company
This one. This one really gets me. They’re vacuuming the ocean floor. Vacuuming! Like, I have enough trouble vacuuming my apartment, and these guys are trying to vacuum the Pacific Ocean. And for nodules, apparently. Potato-sized nodules. It’s just… a concept. And they think these nodules are full of battery stuff? It feels… optimistic. And then they tell you it’s “sustainable” because it avoids deforestation. Okay, so instead of destroying forests, you’re disturbing… whatever lives on the ocean floor? Is that really a win? I’m not seeing it.
And the U.N.? Forget about it. Bureaucracy. They’re waiting for permission to do… something. It’s like waiting for a bus that’s never coming. Now, apparently, the U.S. government doesn’t recognize the U.N. authority. So, a backdoor. Of course. It’s always a backdoor. It’s just… messy. Pre-revenue, naturally. It’s always pre-revenue.
2. MP Materials
Okay, MP Materials. They mine rare earth stuff in California. Good. Domestic supply chain. Makes sense. Except, it’s the only large-scale mine in the U.S. One. Just one. That feels… fragile. Like, what happens if something goes wrong? What if a squirrel gets into the machinery? It’s a single point of failure, and nobody seems concerned. And then Apple gets involved. A $500 million partnership. Of course. Everything is about Apple. It’s just… predictable.
The Department of Defense is throwing money at them, too. $400 million. Honestly, it feels like they’re just trying to solve a problem by throwing money at it. Which, let’s be honest, is usually how things get done.
3. USA Rare Earth
USA Rare Earth. More rare earth stuff. In Texas. Fine. More domestic supply chains. They have a deposit with… 15 of 17 rare earth elements. Okay. That sounds… complicated. And they’re still building the mine. Still. It’s like they’re announcing a project that won’t be finished in my lifetime. And then they raise $3.1 billion. From the Department of Commerce and… private investors. Private investors! Like they’re going to get a return on this before they’re… well, you know. Pre-revenue, of course. It’s a theme. Late 2028, they say. Late 2028! I’ll be… never mind. It’s just… a long time.
So, there you have it. Three stocks. Possibly going nowhere. But hey, maybe they’ll surprise you. Or maybe they won’t. Honestly, I wouldn’t bet on it.
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2026-02-07 17:52