What did Charles Payne say about the U.S. mineral stockpile?

Charles Payne said the decline in the value of the U.S. mineral stockpile is a self‑inflicted risk. His point is that America needs a stronger buffer of critical minerals to support defense and industry. A thinner stockpile can magnify supply shocks and raise costs for key programs.

How could policy changes affect rare earth stocks?

Announcements about stockpile purchases, Defense Production Act funding, tariffs, or buy‑American rules can move the group. Clear government demand supports miners, processors, and magnet makers with near‑term output and quality. Tougher trade rules may lift costs short term, but they can also accelerate domestic capacity growth.

Which parts of the value chain look most sensitive?

Chemical separation and magnet manufacturing are the tightest links today. Projects that add reliable processing capacity or high‑performance magnet output could see stronger demand. Mining matters too, but processing and magnets often determine bottlenecks, contract quality, and cash flow timing for many companies.

How should retail investors approach this theme?

Use modest position sizes and diversify across stages of the chain. Consider a basket or ETF if single‑name risk feels high. In due diligence, prioritize funding, permits, offtakes, and operating proof. Set multi‑year expectations since capacity takes time to build and qualify for defense and auto markets.

What signals should I watch in Washington next?

Look for budget and authorization details on stockpile purchases, any new Defense Production Act awards, and trade or permitting updates. Multi‑year buy plans are key. They can tighten certain markets and improve financing for domestic projects, especially those nearing commercial output with credible partners.

Global Market Insights

February 6: Charles Payne Flags U.S. Mineral Stockpile, Rare Earths Risk

ByHuzaifa Zahoor February 7, 2026February 7, 2026

Charles Payne put rare earth stocks back in focus by warning that the drop in the U.S. national defense stockpile’s value is a self‑inflicted risk. The concern is simple: critical minerals support weapons systems, energy tech, and advanced manufacturing. If supply gets tight, costs rise and timelines slip. Investors are now watching Washington for stockpile actions, grants, and trade steps that could shift the outlook for U.S. suppliers and allied partners, according to Payne’s remarks on Fox Business source.