HAS are in a sweet spot with their oxide and I wonder sometimes...

HAS are in a sweet spot with their oxide and I wonder sometimes what the Germans/EU must be doing. (I have a feeling HAS and Lynas are going to make a deal for feedstock to KAL)
Not to mention HAS also have Heavy RE at Brockman.
Not much talk anymore about Heavy Rare Earths, it’s all magnets now.
Go back a few years and Lynas was talking light bulbs and the market wanted heavy rare earths but now EV’s have changed the landscape completely.
Throw in Chinese relations, supply chain separation and who knows where this could lead. I agree with you on the dream boats though, HAS is way ahead of the pack.