The White House’s latest vow to ink more “historic deals” with miners has turned Washington into the hottest staking ground since the first Silicon Valley term sheet, and few names look more tailor‑made for this moment than M2i Global (MTWO). As the Trump administration leans into partial ownership, long‑dated offtakes and subsidized refineries to secure critical minerals, M2i is quietly stitching together a supply chain that reads like a policy wish list with a ticker symbol.
White House raises the stakes
Jarrod Agen, who runs the National Energy Dominance Council, has promised “historic deals” across the critical minerals landscape, signaling that equity stakes and joint ventures are now standard tools of statecraft. Earlier this year, Washington took positions in MP Materials, Lithium Americas and Trilogy Metals while backing Korea Zinc’s plan to build the first U.S. minerals refinery in decades, complete with a government‑controlled JV on the share register.
In parallel, the administration has green‑lit new infrastructure, including an access road to Alaska’s Ambler mining district, and is exploring price‑support mechanisms to de‑risk U.S. rare‑earth and related projects. The through‑line is simple enough for Wall Street: Washington would like less dependence on Beijing and more deal flow in Denver, Reno and points in between.
M2i’s made‑to‑order model
M2i Global, based in Nevada, has positioned itself as a full‑stack critical minerals platform, spanning sourcing, processing, recycling and the creation of a critical minerals reserve for the U.S. and its free‑trade partners. The company’s mandate is to develop a sanctioned value chain that can feed defense, energy and high‑tech customers with copper, gallium, titanium and other essential inputs, whether mined, refined or recovered from scrap.
To fund that build‑out, M2i has leaned on a Regulation A crowdfunding campaign and a pending combination with Volato Group (NYSE: SOAR), giving Main Street investors and public‑market institutions a front‑row seat to the critical minerals re‑rating. In the genteel language of Wall Street, this is known as “letting the capital stack do some of the heavy lifting.”
Offtakes, MOUs and a minerals reserve
Underpinning M2i’s strategy is a growing portfolio of sourcing agreements that read like a roll‑call of future policy priorities. The company holds an exclusive offtake for 88,000 tonnes of copper from NT Minerals, a volume recently flagged as carrying an implied value around the billion‑dollar mark at prevailing prices.
M2i has also advanced a non‑binding MOU with Nimy Resources tied to gallium from the Mons Project in Western Australia, giving it exclusive rights to negotiate up to 100% of U.S.‑destined gallium‑bearing concentrate over a defined due‑diligence and offtake window. With titanium sourcing added to the mix and a partnership network that spans more than 40 Australian critical mineral projects via Reforme Group, the company is assembling the inventory needed to underpin a strategic Critical Minerals Reserve anchored at Hawthorne Army Depot.
Where industrial policy meets ticker symbols
If Washington’s new doctrine is to secure supply by taking real balance‑sheet risk, M2i looks built to sit on the other side of the table, offering Washington ready‑made deals across copper, battery metals and emerging tech inputs like gallium. Management has already outlined plans, with partners, for a lithium NCA cathode materials plant outside China and for expanded processing and refining capabilities in the U.S., aligning squarely with the White House’s reshoring narrative.
The practical effect is that M2i can function as a conduit: aggregating offtake from allied jurisdictions, upgrading it through domestic processing and then delivering it into defense and high‑tech supply chains that the administration is intent on insulating from geopolitical shocks. For policymakers eager to announce “historic deals” without having to construct an operating team from scratch, a pre‑assembled ecosystem has a certain old‑fashioned appeal—like buying the whole railroad instead of just the caboose.
A punchline with serious implications
None of this guarantees that M2i will be the next marquee beneficiary of federal check‑writing, but the company’s business plan and 2025 progress report read like a response letter to the administration’s critical minerals RFP. With offtakes, MOUs, recycling ambitions and a Defense‑aligned storage hub, M2i is effectively rehearsing the role of “designated grown‑up” in a sector where policy urgency often outruns on‑the‑ground execution.
In an era when the White House is as likely to show up on a cap table as a podium, critical minerals are fast becoming a venue where industrial policy, national security and equity research converge—and M2i Global has found itself standing very close to the microphone.
The Sources
[1] White House plans more ‘historic deals’ with mining sector, official says https://www.reuters.com/world/asia-pacific/white-house-plans-more-historic-deals-with-mining-sector-official-says-2025-12-15/
[2] White House plans more ‘historic deals’ with mining sector https://www.denvergazette.com/2025/12/15/white-house-plans-more-historic-deals-with-mining-sector/
[3] M2i Global, Inc. (OTCQB:MTWO) – LinkedIn https://www.linkedin.com/company/m2i-global
[4] M2i Global (MTWO) Company Profile & Description – Stock Analysis https://stockanalysis.com/quote/otc/MTWO/company/
[5] Volato Enters $320 Billion Critical Minerals Market with https://www.globenewswire.com/news-release/2025/07/29/3123191/0/en/Volato-Enters-320-Billion-Critical-Minerals-Market-with-Execution-of-Definitive-Agreement-to-Acquire-M2i-Global.html
[6] M2i Global, along with Volato Group, Issues Year End Shareholder … https://ir.flyvolato.com/news-events/press-releases/detail/126/m2i-global-along-with-volato-group-issues-year-end-shareholder-letter-providing-highlights-achieved-in-2025
[7] M2i Global, Inc. (MTWO) Company Profile & Facts – Yahoo Finance https://finance.yahoo.com/quote/MTWO/profile/
[8] Exclusive: Trump administration to expand price support for US rare … https://www.reuters.com/sustainability/land-use-biodiversity/trump-administration-expand-price-support-us-rare-earths-projects-sources-say-2025-07-31/
[9] Critical mineral firms boost Washington lobbying as US … – Reuters https://www.reuters.com/world/us/critical-mineral-firms-boost-washington-lobbying-us-expands-investments-2025-10-16/
[10] Trump administration pivots to buying stakes in critical sectors https://www.reuters.com/business/autos-transportation/trump-administrations-investment-push-rare-earth-companies-chipmakers-2025-10-06/
[11] Executive Order to Increase Critical Mineral Production in the US https://www.facebook.com/groups/548675739010780/posts/1769441636934178/
[12] About M2i: Pioneers in Securing Critical Minerals & Metals Supply https://www.m2i.global/about/
[13] M2I Global Latest Stock News & Market Updates – MTWO https://www.stocktitan.net/news/MTWO/
[14] M2i Global, along with Volato Group, and Next-Gen Energy … https://www.otcmarkets.com/stock/MTWO/news/M2i-Global-along-with-Volato-Group-and-Next-Gen-Energy-Technology-Advance-Strategic-Partnership-Amid-Historic-USAustrali?id=504050
[15] M2i Global, Nimy Resources advance Gallium offtake deal for non … https://www.youtube.com/watch?v=LP-Sb1X3DJ4
[16] White House plans more ‘historic deals’ with mining sector, official says https://www.linkedin.com/posts/ernestscheyder_white-house-plans-more-historic-deals-with-activity-7406669809230237696-U9xA
[17] US Plans More Stakes in Minerals Companies, Trump Official Says https://www.reddit.com/r/UAMY/comments/1pe99ab/bloomberg_us_plans_more_stakes_in_minerals/
[18] White House plans more ‘historic deals’ with mining sector, official says https://www.tradingview.com/news/reuters.com,2025:newsml_L1N3XL0KM:0-white-house-plans-more-historic-deals-with-mining-sector-official-says/
[19] “Historic Deals” Ahead: Trump Team Pushes Aggressive Mining … https://www.reddit.com/r/Junior_Stocks/comments/1pniouc/more_historic_deals_ahead_trump_team_pushes/
[20] M2i Global, along with Volato Group, Issues Year End Shareholder … https://www.nasdaq.com/press-release/m2i-global-along-volato-group-issues-year-end-shareholder-letter-providing-highlights
