Spotlight on American Rare Earths, page-4442

Commodity markets offer enormous opportunities, especially those tied to minerals with unique properties and wide technological applications. That’s a big change from the last commodity boom of the early 2000s. Here, the focus was on bulk-tonnage iron ore and base metal operations, which fed a hungry Chinese infrastructure boom.   However, I believe investors will need to be much more targeted with their investment choices in the years ahead. The coming resource boom may not be a tide that floats all boats as it did during the last cycle. Specific commodities will feature prominently, just like lithium has over the last few years. And it is those companies that can value add and find a niche in the market that could benefit the most. QUOTE
ARR is in a unique category to prosper IMO

https://www.mining.com/which-critical-minerals-will-be-crucial-for-the-ai-boom/