wow! Great post @name
Regarding the REE angle, not sure Carnaby are interested in pursuing this angle, but given China’s dominance of global supply it could be yet another still to our bow.
https://mineralprices.com/boris-johnson-promises-a-uk-offshore-wind-revolution-but-china-holds-the-monopoly-on-vital-rare-earth-metals/
https://www.eurasiareview.com/09102020-chinas-monopoly-on-rare-earth-elements-and-why-we-should-care-analysis/
The demand for REE products us only increasing and will become insane if China decides to use them as a punitive lever against the US in particular. The US military requires huge amounts of these minerals and the US military is rather large $700b and 40% of worlds military spending not to mention Biden’s green agenda which also relies on these minerals.
tagging in @kellbys as I took links from his posts research. Besides he should probably buy CNB haha!
CNB Summary and Why Its So Undervalued, page-2408
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