https://www.reuters.com/article/us-arafura-deals-idUSKBN1YQ0O5
".Australian rare earths miner Arafura Resources Ltd (ARU.AX) on Monday said it had signed a preliminary agreement with a U.S. based company for the treatment of a certain variety of its rare earth concentrate..."
A" preliminary agreement " with a US based co. .. it's not the US gov't.
and just an application .. by .. " .... USA Rare Earth and its joint venture partner Texas Mineral Resources Corp (TMRC.PK) have submitted a tender for the U.S. Department of Defense’s request for proposals to build a heavy rare earths separation plant in the United States. .."
US Contract with Arafura, page-13
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