https://blog.executivebiz.com/2022/09/dod-seeks-to-limit-supply-chain-vulnerabilities-posed-by-chinese-parts-material/
US DOD seeking to limit non Chinese sourced raw materials (I'm that includes RE). This on top of the US EV subsidy limiting sourcing from "non-friendly" countries makes a difference. I also assume their recent deal with South Korea, to include them on the list, should further expedite demand from such a friendly company as our beloved Lynas.... It's honestly a massive boon for Japan... I'm assuming the preferred supplier agreement should result in all the demand to flow through them until the US plant is up?
NdPR price, page-1122
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