I agree with you Weehawken and it is even more remarkeble knowing that the EU was not too long ago speaking of a strategical partnership with the Ukraine on raw materials including rare earths.
EU, Ukraine sign ‘strategic partnership’ on raw materials – EURACTIV.comAs a result of this horrible war, this partnership is far away (one could think that this could be the reason why Putin is invading Ukraine because 21 out of the 30 cruxial raw materials can be found in the Ukraine).
So in order to continue the energy transition the EU has to find alternative sources. I cannot think of a solution without Lynas being involved actually.
What AL mentioned in the recent Bloomberg interview was the ongoing cooperation with the governments of the US, Japan and Australia. She didn't mention the EU, but sometimes there is more meaning in what is unspoken.
(20min delay)