[Germany]
https://www.reuters.com/markets/commodities/germany-says-preparing-possible-china-export-control-impact-2023-07-05/
[US]
https://www.reuters.com/markets/commodities/pentagon-has-strategic-germanium-stockpile-no-gallium-reserves-2023-07-06/
Going to need the panic to set in with the Gallium from 1st August, with the export ban (and Germanium ban).
The old drill core sample results seems to give us a preview; means our HREE basket suddenly go a lot more strategic value than first thought.
https://hotcopper.com.au/posts/57573749/single
