https://investorintel.com/sectors/technology-metals/technology-me...

https://investorintel.com/sectors/technology-metals/technology-metals-tv/rare-earths-war/Jack also revealed that China recently announced that they would cut off Northrop Grumman, an American defense technology company, from all Chinese rare earth materials. “What Americans don’t seem to be paying attention to,” Jack continued, “is Grumman is the producer of the F-35 fighter plane, the greatest air superiority weapon in history. Grumman needs those rare earths to build those planes. This is going to bring real pressure on the defense department.” QUOTE.
There is a great deal going on in the rare earth supply industry that will shape all industries into the future IMO.