RE: DFC3 Apr 2026 23:08
Fantastic share SG, thanks. It's absolutely incredible the macro environment were heading into just as we enter a key period in the company's development. I'll highlight another few lines in addition to yours.
"Demand is rising at the same time supply is tightening. Electrification, defense procurement, and advanced manufacturing are all pulling on the same materials, with industry estimates from groups like the International Energy Agency and major mining firms pointing to demand doubling or tripling by the 2030s.
At the same time, China is using more of its own supply. A growing share of rare earth production is now consumed domestically across electric vehicles, wind turbines, robotics, and electronics. That leaves less material available for export.
The result is a split market. Prices outside China are already moving higher, with buyers paying a premium to secure non-Chinese supply. That premium reflects scarcity, not speculation"