Arafura Seltene Erden Ltd, page-6

Just had a read of that one Birch and other articles. How soon indeed? have the US stockpiled - possibly South Korea - EU similar until more ex China product comes on line - Lynas is certainly scaling production now after a period of large investment at Mt Weld, Kalgoorlie and their LAMP facility which is now free of licensing uncertainties.
It remains to be seen then just two examples as to how the US - presumably not positioned with enough "friendly" supply that can cause large disruption to the unheralded - massive renewables investments and initiatives and of course essential military applications. Similar with the massive POSCO announcement contracts only 3 months ago to supply very large quantities of magnets to top US and EU auto companies - whilst POSCO then advised a list of "friendlies" they would secure RE's from - there simply is not enough ex China supply at present.
Then of course the EU - All the wind RE's required.

As your first post - I agree this could put a rocket under the likes of ARU the other one I mention often purely on the early positioning and their established strategic global relationships. This is effectively a reversal of the many years of speculation that China will ban RE exports - the obvious reversal being no critical minerals in the supply chain to US - the US are to ban China imports of critical minerals in batteries and magnets.

How will China respond - will they respond - go all out and ban all exports globally (national interest of course) - perhaps they will respond with pricing however not relevant given no Chinese critical minerals means exactly that. Which in turn must provide greater leverage for the likes of ARU and again highlights Chalmers statements last week of beefed up vetting of "international" investments in Australia - critical minerals obvious one.

THen of course where does this all leave concentrate producers - lithium spod producers - nickel and so on that near all go to China for refining and downstream processing. One thing is sure - there is so much going on in the critical minerals supply chain industry which plays highly favorably for the likes of ARU - yes and those/that pesky insto manipulating and accumulating at massive unders the past year or so. Better days to come - and soon.