So how can you think that? Where is your logic?
As we all know, ONLY CHINA AND JAPAN have secured REEs at present. Any USA/EU REE demand is unmet unless they buy from China or JARE, who exists to support Japan. Lynas has committed 100% of NdPr production to Japan for what is effectively forever (ok, until 2038).
The world will be a different place in 2038 if USA/EU cannot participate (compete) in the manufacturing of EVs and turbines and all the many REE-enabled tech that the world is turning to.
Lynas’s cannot supply them. China will not supply them. So they must develop ROW resources.
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