r/MarketPulseReport

The Trump administration has reportedly stepped back from both active diplomacy and immediate military action against Iran.

The new approach is more about waiting Tehran out while tightening the economic pressure through sanctions. Instead of direct confrontation, Washington appears to be betting that sustained financial pressure will gradually weaken Iran’s position.

the war department's office of strategic capital committed $400m on friday to build a scandium mine, in a metal where, per its own release, "no primary mine-source scandium supply exists globally, and foreign competitors dominate the supply side, accounting for approximately 80% of global mining production and nearly 100% of scandium processing."

in practice that means every kilogram of scandium in the world right now is recovered as a byproduct of processing something else.

the money is a 25-year conditional loan to sunrise energy metals (asx: srl) for syerston in new south wales, a 60.3-million-tonne deposit grading 390 ppm scandium. first development targets about 60 tonnes a year of high-purity scandium oxide over a 32-year mine life, which works out to roughly $6.7m of federal loan per annual tonne of output. osc director david lorch put the combined figure at a "nearly $1 billion deal, bringing together public and private capital."

the release calls the commitment non-binding, subject to due diligence, definitive documentation, binding offtake agreements and equity deployment conditions. first production is targeted for the second half of 2028.

chairman robert friedland, who founded ivanhoe mines, called it "a landmark moment for sunrise and australia's mining industry." the company also said it plans to pursue a us exchange listing.

the same office signed a second loan the same afternoon going the other way: $150m to niron magnetics for permanent magnets made from iron nitride, using no rare earths at all. niron goes from a 1-2 tonne-a-year arpa-e pilot to a 1,500 tonne-a-year plant in sartell, minnesota, a $605m facility with first output targeted 2027, and a second plant at 10,000 tonnes a year due to break ground in 2028.

Trump Media & Technology Group launched Truth API, a paid data feed that gives institutional clients (mainly trading firms) millisecond faster, machine-readable access to the top accounts on Truth Social including the President’s posts.

Reported pricing sits between $60,000 and $100,000 per month. At the high end that comes to $1.2 million a year. A lower $60k/month rate was also offered for three-year commitments.

The service went live at the beginning of August. The posts themselves stay public; the paid product just delivers them faster in a format built for algorithms.

Sources: Axios, Reuters, Financial Times reporting on the pitches and launch.

Source:

https://www.axios.com/2026/08/04/trump-truth-social-feed-trades

Curious what people think about this model.

the same tables put electric power and specialty transformers at an all-time high