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This recent article from Metal Miner caught my eye. It states...

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    This recent article from Metal Miner caught my eye. It states that 38% of Chinas rare earth supply comes from Myanmar's Kachin State and that supply is in suspension.
    https://agmetalminer.com/2023/10/05/rare-earth-magnets-trading/

    You would think that if this was to continue for any significant period of time it would have a dramatic effect on rare earth prices ?
 
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