Good article in WSJ
https://www.wsj.com/articles/u-s-plans-to-spend-big-on-critical-minerals-choosing-where-isnt-easy-11624186800
"The U.S. and other Western governments are rushing to secure domestic supplies of materials including rare earths, lithium and boron, which are essential for growing technologies such as electric vehicles, satellites and wind turbines. They also want to develop the capability to process them."
ABR perfectly positioned