https://www.aljazeera.com/economy/2021/1/12/trillion-dollar-question-us-china-tech-tensions-ratchet-up
worth a reading, although not directly related to Rare Earth theme. The worsening tie between USA and China would accelerate the supply chain establishment amongst western countries. I have read a few articles regarding Taiwan issue. Pompeo lifted all travel restrictions for US officials to Taiwan. In some quarters, people are talking potential military conflict between Mainland China and Taiwan. If that happens, it would be a disaster.
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