Ultimately, if China makes good on its threats, we should expect the price of rare earth metals to rise. Even if the sanctions do not work to prevent the US from gaining access to rare earth metals, they will likely lead to supply chain issues and rising costs. The same is true if we start to process these metals domestically. This means higher prices for Western consumers — and that includes everything from smartphones to green energy. Should Beijing’s threat be fulfilled, ramifications will be felt well beyond the corridors of Washington. QUOTE Market becoming dynamic as countries realign IMO
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