Nice find ML.
The comments around China’s ongoing restrictions of rare earth exports implies the critical minerals supply chain issues sit outside the reciprocal tariffs negotiations and suggests the anti dumping tariffs may still be applied this month.
I had my eyes on the 27th May for the outcome but it appears the 19th will give us an indication of US anti dumping tariff intentions.
Ann: Balama production targeted by end of June 2025 quarter, page-44
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