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USGS/Interior published the final 2025 List of Critical Minerals (60 minerals) and added 10 new minerals (boron, copper, lead, metallurgical coal, phosphate, potash, rhenium, silicon, silver, uranium) citing supply-chain disruption risk, import dependence, and importance to U.S. economy/national security. This is a policy/supply-chain signal that can support longer-horizon demand/security narratives for U.S.-aligned producers and developers in the newly added commodities.
Roubini argues US “exceptionalism” is strengthening due to a broad “Cambrian explosion” of technologies (AI plus semis, robotics, fusion, quantum, defense tech, space, fintech, agtech, materials, cryptography). He expects US potential growth to rise from ~2% over the last two decades to ~4% by end of decade, citing a post-COVID productivity pickup. Implication: equity valuations need not be a bubble and can deliver solid returns despite episodic volatility; Fed policy is not the primary driver i
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