The Clock Is TickingYears ago I warned that we were swinging in the technological trees while Beijing was already refining strategy on the ground. Every quarter we spend drafting tariff schedules is another quarter China spends condensing its own supply chain, driving costs lower and tightening the vise. If we keep confusing capability with capacity, if we continue mistaking PowerPoint slides for industrial scale, we will discover too late that the battlefield has already moved on.China’s weaponization of rare earths is not a thought experiment; it is unfolding in real time, factory by factory, shipment by delayed shipment. The only question now is whether the West will match Beijing’s strategic clarity with its own—or whether we will once again pay for the privilege of learning the lesson the hard way. QUOTE
ARR’s position in the US rare earth supply/processing industry is becoming increasingly important for the US economic recovery IMO
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