General Discussions, page-33322

this is from a Mitchell stone email;

Rare Earths (NdPr): China processes approximately 90% of the world's rare earth elements, despite producing only about 60% of the raw materials.

Lithium: China's share of lithium refining is estimated to be between 50% and 70%, according to the International Energy Agency.

Graphite: China dominates the graphite market, accounting for 65% of natural graphite production, over 75% of synthetic graphite, and more than 90% of spherical graphite.

These three commodities are coming off an extremely low base. They experienced euphoric bull markets in 2021 and 2022, followed by a dreadful bear market from 2023 to the present.

• Now appears to be the time to get set for the recovery.

note;

his graphite pick is NVX so he’s smarter than me