On February 2, 2026, a piece of news broke out: Trump is rolling out a large - scale project, the "Treasury Plan". This plan is designed to establish the United States' inaugural strategic reserve system for critical minerals, specifically targeting the private sector. In the English - speaking business and political context, large - scale strategic initiatives are often given grand and distinctive names to attract attention and convey their significance. Here, naming it the "Treasury Plan" emphasizes its importance and the potential impact on the nation's economic "treasury" or resources. The plan kicks off with an initial funding pool of $12 billion. This funding structure is quite typical in the U.S. business environment, where a combination of private and public financial support is common for major projects. It comprises $1.67 billion in private capital and a $10 billion loan facilitated by the U.S. Export - Import Bank. The U.S. Export - Import Bank plays a crucial role in supporting American businesses' international trade and investment, and providing such a substantial loan for this project shows the government's strong backing. The funds will be utilized to purchase and stockpile mineral resources for automotive companies, tech firms, and other relevant entities. The reserve will encompass rare earths, critical minerals, and more. Rare earths are of utmost importance in modern high - tech industries, such as electronics, renewable energy, and defense. Their strategic value makes them a key focus of this reserve plan. After the announcement of this plan, stock prices of rare earth mining companies listed in the U.S. experienced a dramatic surge. In the U.S. stock market, any significant government policy or industry - related news can trigger sharp fluctuations in stock prices, especially when it comes to resources with high strategic value like rare earths. At present, more than a dozen companies are taking part in this project. The list includes well - known names such as General Motors, Stellantis, and Boeing. These companies are leaders in their respective fields, and their involvement indicates the wide - ranging impact of this strategic reserve plan on different sectors of the U.S. economy.