I've been bullish on rareearth mining and processing companies for a while. This is just what companies like $MP Materials Corp.(MP)$ and $LYNAS RARE EARTHS LTD(LYC.AU)$.
AX need to have a fighting chance against China's stranglehold on the RE market. Still, their capacities are nowhere close what China can - and does - supply to the West.
This is a long-term story that everyone needs to pay attention to. US aiming to secure supply chain for rare earth-derived products could cause China to act sooner in playing its RE advantage.
https://twitter.com/BrianTycangco/status/1790680587541598667
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