General Comment27 Oct 2025 09:29
I was thinking about the coming deal between China and USA. Of course rare earths are up in main part because of the export bans of China.
Knee jerk reaction would be to assume that upon any such deal rare earths will go back down but I think "once bitten twice shy" will be the commonsense
approach of any Govt. The West cannot allow itself to ever be in such an arm lock again, and so I think they will continue on the path to self reliance in critical minerals. They have to because otherwise if a War came the West again would be at mercy of China.