Election Mania; Brazil, US, Israel And The Rare Earth Crisis

79% of Jewish Israelis adore Trump. 33% of Americans adore Trump.  Amidst a slew of elections incoming Including in America and Israel, these two Stalinesque psychopaths are tied at the hip until death do they part as they each declare their respective election support for the other. The winners will be declared by ‘who can cheat the most’.  And The Beat Goes On.

The Brazil runoff election is October 25th and remains hugely controversial.  A Bolsonaro win would transform Brazil into an Israeli enclave, while a Lula win sustains the BRIC’s.  Just as the US Republicans declare – a vote that is not MAGA is a vote for communism, Netanyahu is running on the campaign, “I need to finish the job”.   That job is for American soldiers to officiate a regime change in Iran – which translates to boots on the ground. Which means a slaughterhouse.

The difference between US and Israeli elections is the main candidate against Bibi is just a different face – everything else is status quo. It is odd that Israelis claim to be angry with Netenyahu for creating this overwhelming rise in antisemitism yet will vote for the demolition of Palestine, Iran, Lebanon and Yemen thru his successor, Gadi Eisenkot, former IDF Chief.

Both Eisenkot and Netanyahu have an interesting philosophy of what a Prime Minister’s role is within the governing body over Israel.  They don’t campaign on economic issues, or trade issues, or education – instead their only policy is how they will deal with ridding earth of Palestinians and the Iranian government. Stances that the Israelis seem to defend via elections. Why?

Because Israel’s war economy is booming with 2025 growth at 3.5% – nearing a $1 trillion GDP, with a tight labor market.  Since 2017, their GDP has doubled. Israel has the highest number of billionaires of any other country in the Middle East. War & Money. Of course, American Taxpayers via Trump have handed over $36.25 billion to aid in Israel’s great growth spurt while Americans are in bread lines (January 2025 thru September 2026).

At stake for Trump is Brazil’s rare earth minerals. Although Brazil is ranked 2nd in the world behind China for deposits, the only company actually mining is Serra Verde which was sold for $2.8 billion to USA Rare Earth September 2026.  USA Rare Earth founder, Pini Althaus of Jewish ethnicity and a practicing Rabbi of Chassidic Lubavitcher, is also founder of Cove Capital, LLC. In 2025, after leaving USA Rare Earths, Pini launched Rare Earths Americas and opened permits in – Brazil.

Cove Capital is financing the Kazakhstan rare earth mine that Donald Jr and Erik Trump are invested in through Affinity Partners. Junior’s firm, 1789 Capital, took an ownership stake in Vulcan Elements which also was awarded US Taxpayer funding amounting to $670 million plus a DoD contract.  Vulcan buys rare earths from Energy Fuels Inc., which sources from HMS Mining whose source projects include Kazakhstan, Brazil and South Africa. It is all one big club and we ain’t in it!

Of the $2.8 billion price tag for USA Rare Earths purchase the US Government anted $1.6 billion in cash and a $565 million financing package.

The US application use of rare earths is predominantly affiliated with weapon development which utilizes six different rare earths for flight control, missile guidance, submarine propulsion, jet engines, and drones. 40% of imported rare earths is allocated for weapons and Defense spending.

Mining applications have been pouring in for the last year with permits taking 5-10 years amidst massive environmental and indigenous peoples issues.  Environmental damage includes: complete habitat destruction, radioactive waste, water contamination, and chemical byproducts.  While China remains dominant in production and refining, Lula has taken a sovereign stance that applications consider refining in-state. 42% of applications out of 2727 overall have thus far been made by foreign nations including Australia, US and Canada. Bolsonaro has stated he would stream-line the permit process. 

Julio Nery, Director of the Brazilian Mining Institute stated, “Of every 1,000 potential rare earth prospects, only about 100 justify drilling and exploration. And out of those 100, you’ll end up with only two good projects. The success rate is not very high”.

The current target production of rare earths is 4000 tonnes per year. The US imports of rare earths from China make up 71% of its needs at 10,000 tonnes per year. While the EU imports 25,000 tonnes – and appears to produce nothing.

The Downside of Rare Earths:

“The Minerals are never found in very high concentrations and are usually found mixed together with one another or with radioactive elements, such as uranium and thorium.

The chemical properties of the rare earth elements make them difficult to separate from surrounding materials and from one another. These qualities also make them difficult to purify. Current production methods require a lot of ore and generate a great deal of harmful waste to extract just small amounts of rare earth metals. Waste from the processing methods include radioactive water, toxic fluorine, and acids.” ~ Science History Institute.

In a world of hyper technological advancement, replacing rare earth minerals has become a dominant theme. Extracting and refining processes can make them too costly and a fine balance becomes essential.  But the degradation of land makes the mines an environmental catastrophe that cannot be removed from the equation.

 

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