Below is the part that got my interest, and I've read it before but looking at that move and the latest US aircraft issue it had I wouldn't rule out a Offtake with Lockheed Martin 3-4 years down the track. HRE are in a deficit, Yttrium only readily available in IAC deposits and very very few of those around let alone in production by 2026.
"Last month, legislators introduced a bipartisan bill in the U.S. Senate that could prohibit defense contractors from procuring rare earth metals from China by late 2026 and force the Pentagon to create a strategic reserve of those elements by 2025" source:
IXR Charting & T/A, page-1602
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