Let’s review, Gina now owns interests in 4 rare earth producers:...

Let’s review, Gina now owns interests in 4 rare earth producers: 10% in Arafura; 6% in a Brazilian re company; 5% in MP; and, 6% in Lynas. Combined these entities have reported capacity to supply more than 25% of global market for rare earths and Lynas is the only one that can refine outside of the CCP whose relationship is looking to get more acrimonious with the US tariffs and technology transfer restrictions (ok maybe I did have a little too much ASML). How long before China touches the third rail and moves for more restrictions on rare earth?