Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World"

Ex-Im Bank's turnaround and its $12B Project Vault mineral reserve signal a coordinated federal push to reindustrialize U.S. supply chains alongside AI adoption.

• Ex-Im back to profit: After a decade-plus of losses, the Export-Import Bank returned to profitability weeks before this taping, now sending dividends to the Treasury under Jovanovic's four-pillar reorg (basics, energy dominance, supply chains, industries of the future).
• Project Vault launched: A $12B public-private critical mineral reserve, unlike the Strategic Petroleum Reserve, gives manufacturers dynamic 'safety deposit boxes' of minerals they design, fund, and access on their own terms — at no cost to taxpayers.

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