https://unauthorised investment advice/resources/chinas-appetite-for-rare-earths-just-keeps-growing-and-its-supply-options-are-limited/
Interesting talk in the article about the cut off of supply to China from Myanmar.
Article references Arafura (ARU) but with a $1billion capex I suspect these kind of articles will start referencing pensana post pfs when the capex requirements are known.
We all know that management is targeting "ultra low capex"