Not really. As the article states, this news that there has been...

Not really. As the article states, this news that there has been some kind of taco deal will likely cause volatility in the near term for rare earth stocks. MP as we know will always bounce back quickly for almost no other reason than they are a US company and investors see that the orange pro US guy will always try to put them first. They have some sort of deal with the saudis and also to produce magnets etc. In the meantime Lynas will quietly (a bit too quietly) keep doing what they do best, achieving goals. I think it's fair to say that most in the RE industry are now both alert and suitably alarmed that things will never really go back to "normal" with Chinese supply. Of course you still get the ostrich mentality but reality will quickly bite when China leverages rare earths as a tool to bring the trump in line. Also, China is not going to sell their resources quite so cheaply in the future imo. For one thing, these are truly strategic resources and for another, they cannot get away quite so easily with manipulation in order to monoplise anymore. After all, the west is up in arms about that very thing, Chinese subsidies and unfair trade practices. For now the west is still beholden to China for these inputs, however, they will really now speed things up to cut dependence on China and build stronger supply chains. Lynas is match fit.