This US support package will need to bring some direct / private investment that's for sure.
US DoD has already worked with Lynas before with the Texas separation plant (ready in 2026); with likely ore coming from WA (Mt Weld).
EU's proposal of Greenland - beneficiation / separation would be make sense for EU supply chain.
US could quite easily improve their recovery rates with blended feedstock from say Gronnedal. (and lower grades like Mt Weld / MP).
I am hopeful we get into the both the US and EU supply chain, that will likely ignite the stock potential.
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