The two Australian listed rare earth companies hopeful of success in US will be watching this with great interest. Obviously the most promising is Lynas LYC but there is another company with a project in Arizona operated by Broken Hill Prospecting BPL. There is a name change planned due to their US focus to American Rare Earth (ASX ticker reserved ARR)
https://investorintel.com/market-analysis/market-analysis-intel/american-government-takes-disruptive-steps-ore-act-end-chinese-control-rare-earths-including-scandium-cobalt-graphite-lithium-manganese/
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