Next Year will be our Year, page-10

What mod boy remains oblivious to is we avoid Chinese tariffs by utilizing Shenges newly acquired Vietnam refinement facilities. Its aching for something to do and why else would they have bought it given they have the likes already at home? Its strategically positioned right next door to its primary external competition. So we start undercutting and cutting into supply from Malaysia into China. Its a master plan really Shenghe is undertaking to cater to future demand and eliminate the local newbies from the game. Probably why its keeping their intentions low key to even the Greenland public with binding confidentiality clauses on the mining licence restricting public access.
The big win is Europe consumes as much rare earth as the US. There is no REE mines operational in Europe. Should further refinement facilities eventually be established within the EU. GGG is well set to be its prime supplier at a time where the EU is keenly looking for alternates to their Chinese dependence as stated in numerous publications.
The options for GGG are wide and attractive and thats exactly what you want in this game. Its also what I feel they are alluding to in their last activity report without exposing such truer intentions too early in the game.