US RE exposure

Been done before but this will likely break with far more emphasis, most particularly if they have examined the FULL middle supply chain from ore to "product".

A frank assessment will clearly demonstrate Lynas is the only ROW positioned to support US investment in developing a comprehensive US MSC, domestic production could grow over time to increment support but none will approach Lynas scale, maybe ever.

"WASHINGTON: The deep dive into the defense industrial base ordered by President Trump is complete, and after a final round of sign-offs from various cabinet secretaries it should hit the streets in the next several weeks, according to several people familiar with it’s progress."

"The review promises to be the most thorough look at the entirety of the manufacturing and production of defense materials ever attempted, involving several government agencies, surveys of large and small players in the supply chain, and a study of foreign materials used in the production of American weaponry.'

"Since aggressive protectionist Peter Navarro, White House Director of Trade and Industrial Policy directs the review we can expect strong pushback against China’s near-monopoly of rare earth elements and its booming investment in US high technology companies."

https://breakingdefense.com/2018/05...ight-chinese-monopoly-on-rare-earth-minerals/

Regardless of follow thru it should certainly prompt a global spotlight on RE, and the scarcity of non Chinese supplies, certainly put the Malaysian nonsense in perspective, Lynas resource upgrade may prove to be timed exquisitely.