This idea that there was a threat that has now been utilized has really changed psychology, I think, from everybody across the board,” Litinsky said. “My impression from conversations with the Department of Defense is that there is a full-on recognition that we can’t be reliant on Chinese magnetics for national security purposes.”China’s previous use of rare earths as a trade weapon — against Tokyo more than a decade ago — mobilized Japanese industry to significantly reduce its reliance on Chinese supplies. The US and other western nations had already begun moves to mitigate China’s grip on critical minerals, but the curbs on rare earths and other niche commodities has prompted greater urgency.“For years, we have warned that the global rare-earths supply chain was built on a single point of failure,” Litinsky said. “With China’s sweeping tariffs and export restrictions, that geopolitical fault line has now become a commercial reality.” QUOTEMPMaterials and Saudi Ma’aden now working together will begin a realignment of rare supply and processing outside of China particularly in the US . All rare earth companies that are proving up their resources and creating new processing capabilities will be in the mix ARR is in a strong position leading up to the PFS . All major investments players will be assessing these companies. The Bank of Montreal will be busy showcasing ARR’s credentials to these entities IMO
