Ran across this, according to the piece this will be announced this week (Monday is a market holiday) and could bring some attention to rare earths just before Amanda's call...
WASHINGTON, Feb 18 (Reuters) - The Pentagon plans to boost the stockpile of rare earth minerals, cobalt and lithium it manages for the U.S. government to reduce its long-term dependence on China, two people familiar with the plan said.
The new stockpile agreement guidance is expected to be announced as soon as next week, one of the people said, nearly a year after U.S. President Joe Biden issued an executive order to study U.S. supply chain resiliency in February 2021.
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(20min delay)