For those with the time and interest, here is an insightful paper on the geopolitical tensions around critical minerals.
https://cepr.org/voxeu/columns/green-transition-and-geopolitical-tensions
In a narrow commercial sense, the chart below summarises the dilemma and opportunity. Bloc 1 is the West, note the REE column:
https://cepr.org/sites/default/files/styles/flexible_wysiwyg/public/2023-11/ebrd21novfig1.png?itok=dxWopWzM
You will see from my earlier posts above just how important REEs in general and Dy Tb in particular are.
Ally this with the lack of Western reserves and its becomes clear the profound significance Lynas and Iluka are to prosperity.
Expect continued, practical, financial support from anxious governments - not just Australia - who will brook no delay to an independent REE production chain.
Ash
Will ILU metallise its REE concentrate?, page-7
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