One of the least appreciated aspects of the second Trump admin is the depth of cross agency coordination working to direct investment toward critical minerals, nuclear, satellites, alternative fossil fuel routing, and other energy projects by DOD, DOE, Export-Import Bank, OSC, and other offices. We're talking many tens of billions in capital allocation directed by the state including equity stakes, grants, and federal loans for projects both stateside and inside allied borders. This a massive coordinated effort to build new supply chains and energy capacity in the Western Hemisphere. I have been tracking these developments for months now and I plan to write about them in a future article, but am still gathering all the info. It is a vast and growing web of investment that began before Trump's reelection, but has taken on a more explicitly strategic and security-oriented tone under this admin. It connects well to my Old Bargain thesis and the urgent need to reduce US dependency on China.