An interview with Ford CEO, including discussion of the China REE export restrictions. It seems the US and China have agreed to improve the REE flow for US car manufacturers only - Ford, GM and Stellantis. Which means still problematic for other US users, including defense applications! So I would imagine DoD are still very very keen to secure their own non-China supply!!
(2088) Ford CEO: Rare Earth Supply Is ‘Day to Day’ After Plant Halt - YouTube
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