I've now taken an entry. The big boys will not leave it to next week to double their position on ARR.
ps. any macropolitical conflict is only good for rare earths
https://www.nasdaq.com/articles/exclusive-pentagon-to-boost-rare-earths-and-lithium-stockpiles-sourcesWASHINGTON, Feb 18 (Reuters)-The Pentagon plans to boost the stockpile of rare earth minerals, cobalt and lithium it manages for the U.S. government to reduce its long-term dependence on China, two people familiar with the plan said.
The new stockpile agreement guidance is expected to be announced as soon as next week, one of the people said, nearly a year after U.S. President Joe Biden issued an executive order to study U.S. supply chain resiliency in February 2021.
(20min delay)