Odds are if we end up heading toward a US umbrella - then we...

Odds are if we end up heading toward a US umbrella - then we could see something similar in announcement chain as MTM.

Which strangely has also noticeable momentum on the ASX; off the back of institutional support (from US interest etc).

I've not notice any of the EU CRMA strategic projects get much share price action to date. Though Talga Group got into (or has been for while - I have not notice) the Sprott Critical Materials ETF; but it's micro-tiny. at $40M FUM.
https://sprottetfs.com/setm-sprott-critical-materials-etf/

compared to say URA ETF for uranium pure-play its $3.29B USD; but practically squid games in the ETF as they removed the minimum allocation back in April 2024 update. So some holdings are as low as 0.08% now and risk (before it was 0.30% min etc) - being bleed out slowly. Uranium projects have terrible NPV calculations hence why Deep Yellow Ltd, and Bannerman Energy Ltd are carrying the ghosts of 1,000 dead ASX investors, what's that I hear? you want another DFS?.

Anyway some signs of US Executive Orders incoming.