Totally - no argument there and Biden as other countries have...

Totally - no argument there and Biden as other countries have stated clearly there intent to diverge from reliance on Chinese supply and they are spending huge to do so - much to the advantage of Lynas. Looking at my post yesterday clearly the Chinese shift green is massive but its supply chains are all domestic from many years of investment and development - I know they purchase much graphite from Syrah and exploit Myanmar for reo's and other countries DRC for cobalt etc.
- Lynas are truly their own and whilst we have enjoyed recent high pricing and record profits on the back of Chan reo pricing - I can see a shift in Lynas pricing their products on individual contracts with end users irrelevant to Chinese pricing of reo's. Very favorable pricing of course because they are the only choice pretty much outside of China that are also ECG - which Japan - US and Europe - our major tier 1 customer base bases critical importance on and as you say - the US and other countries will have no issue paying an added premium for.

Anyway I have been waffling way to much - I'll just ride the current turmoil without any daily sp swing movements concerns - it will pass - always does and Lynas will emerge ridiculously better positioned.