Factbox: Trump Administration Shifts Focus to Acquiring Interests in Key Industries

Written by Emily J. Thompson, Senior Investment Analyst

Source: Yahoo Finance

Updated: Dec 15 2025

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Source: Yahoo Finance

U.S. Supply Chain Strategy: The Trump administration is increasing investments in critical minerals and semiconductors by converting federal grants into equity stakes, aiming to reduce reliance on China.
Key Investments: Notable investments include a 10% stake in Korea Zinc for a $7.4 billion smelter in Tennessee, a 10% stake in Trilogy Metals for the Upper Kobuk Mineral Projects in Alaska, and a 15% stake in MP Materials, the only U.S. rare earths mine.
Emerging Projects: The administration is also discussing a potential 8% stake in Critical Metals for a rare earths project in Greenland and has acquired a 5% stake in Lithium Americas for the Thacker Pass lithium mine in Nevada.
Intel Investment: A 9.9% stake in Intel Corp has been acquired to bolster U.S. supply chain security and support the expansion of domestic advanced manufacturing facilities.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.