I havnt been able to get the full context yet but I read (link below) the Chinese government is tightening its policy on supplying rare earths outside of China.
My personal thinking is, that the Chinese folks will substantially increase commodity pricing soon.
https://www.politico.eu/article/precious-rare-earth-metals-belong-to-the-state-china-declares/
General discussion (MEI), page-5060
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