There was an interesting item on the business this evening.
Apparently there is a drift of manufacturing from China back to the US to the tune of 10% in the last few years.
Also, the price differential between manufacturing in the US or China has halved in the last (?) decade.
Issues with IP risk and quality have also been an influence. There was a view that over the next decade (or more) much of the offshore manufacturing by US companies may revert to the US.
IMO good medium to long-term news for ex-China REE demand.
Disclaimer: the numbers are from memory although the broad message was clear.
insourcing and onshoring
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