China has already reduced rare earth exports - not because of a ban to the US, but because of low supply given increased demand in China itself. The new electric techs are all amping demand faster than supply, as was expected. Also, theres the Made in China policy - so basically, don't expect them to leave in a base form, anyway.
Hence the price increases
https://mineralprices.com/rare-earth-metals/
So - China ban would obviously send a massive rocket, but regardless of that - its economics are looking good and forecast to improve, from what I've seen.
Ann: Quarterly Activities Report, page-4
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