That’s interesting you mention Titanium as well.
So looking at this logically from Szalva’s post. ARU look to be producing both the two most under supplied elements for 2025-35, and also Titanium which will be covered off if they trigger their option in the minhub. Ie products being produced are RE, Zircon and Titanium.
There is a nice read on the FYI website.
https://fyiresources.com.au/ree-projects/
Add to that, that I believe these research houses have not even calculated any consumption of NdPr in Hydrogen vehicles.
General Discussion, page-1265
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