Ann: Ivittuut Drill Samples Confirm High-Grade Rare Earth Results, page-60

https://www.themanufacturer.com/press-releases/rise-in-demand-for-semiconductors-to-drive-global-high-purity-quartz-market/

Billions of Dollars of HPQ Quartz.

Mississippi Silicon ---- example
https://www.missilicon.com/product

Note the TSMC (Arizona, JAPAN) INTEL, fab plants {Arizona, New Mexico, Oregon, EUROPE}. --- example of what is coming in the supply chain.
https://fortune.com/2021/09/10/intel-ceo-big-honking-fab-planned-eu-europe-most-advanced/


I think there is a misconception of the "pit", it's not hole in the ground its' more like a granite pipe/straw, with blobs of minerals layered all the way through, and just so happens HPQ Quartz is thematically of interest, if you drill further down, there is bound to be something further down.

Anyway if you run the numbers poke's assertions are valid in the coming EV paradigm shift.

(You will not also it was bust-boom, also as only 4-5 years ago, there was a silica glut, and Fabs had no supply issues with 10nm-14nm chips.
https://en.wikipedia.org/wiki/14_nm_process