USA certainly are making the start divesting chips, processors fro China and encouraged the Netherlands to halt delivery of solid states. The momentum od market dominance they have been gaining with EV has been surprising as well if the west needs to see diversification. As for rare earths I think China is to rare earths as is Saudi Arabia is to oil and its going to be a hard position to change. With JARE etc I have full confidence in Lynas and I just hope for some reason we stay our own entity without a takeover.
China Taiwan and REs, page-19
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