Not a massive believer in technical analysis for stocks, beyond short term trading, but lets have a little look at the behaviour of ASM share price vs MP Materials, one of the largest NdPr producing prospects in the US, since the Chinese began applying the screws in rare earths:
Something tells me, other RE/CR miners SP movement particularly, the Australian share market, ergo investors, still so decimated by the Lithium and RE exuberance bubbles, are rather under estimating the longer term effects of not a squeeze, but a literal cessation of rare earth supplies critical to so many areas of societal needs, economic or otherwise.
ASM Price at posting:
47.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)