https://grizzlyreports.com/Research/MP%20Materials%20Corp.pdf
I found the report that Baz has mentioned; take it with a pinch of salt as he as mentioned as it is designed to "scare".
It's better to emotionally prep than get shocked later on etc (Especially if the US guys beat the National security dumb, and we end up following etc).
Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-46
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