PEK Chart, page-227

old timers recalled the time we had $1.50 when it was announced the signing ceremony few years ago, cant even get past 50 cents now its actually granted . Someways we are in a better position now then then, having the chinese experiance in processing on board is a plus, market though thinks its a negative since western countries are trying to get their own supplies and processing going.

The elephant in the room Issue with that is end users like tesla and others will seek to appease chinese because it's domestic market has greatest growth. 2nd largest economy just remember that, and one of the largest manufacturing economies.

i think it is overhyped china dominance as the main supply issue , it is with military requirements, but domestic not so much whichc is where most rare earths are used,because once USA and China go head to head in a conflict domestic supply issues of rare earths are the least of western governments problems ( debt funding ,bonds and other instruments are more pressing issues that china can manipulate ) as well as businesses like Amazon to bhp that cant operate without the chinese.