High time the Western politicians, the banks and industry users...

High time the Western politicians, the banks and industry users of rare earths all agreed that high tariffs should go on all Chinese rare earth exports and magnets etcetera and seriously support an independent supply chain away from China. Those countries using Chinese imported rare earth material to should have tariffs imposed on any product they export to countries supporting a western supply chain security model.

Big players are still sitting on the sidelines for the above to occur , taking out cross positions across the green energy sector that you have highlight above.

Once a tariff mechanism is in place coupled with western metals trading platforms , we should see market realized prices much higher the the Chinese's spot pricing which has no ESG sustainable tracing requirements.

This is a once in a generation green energy transition that if not addressed in a timely manner , will lead to Long lead times for mines and the associated infrastructure mean that scaling up supplies takes time, raising the risk of supply bottlenecks into transition..

We have all been banging on about this for years , now governments and big industry and multinationals needs to step in and make this happen.