The disconnect beween headline announcements and actual policy implementation is worth noting here. What struck me about this piece is how the Bloombrg survey revealed that while finished magnet exports increased, the underlying feedstock restrictions remain. That suggests China is deliberately preserving its downstream processing advantage while appearing cooperative on paper. The 40-year lead in building out processing capacity is the real bottleneck, not just access to raw ore.
Critical facts about our vulnerability, thanks for stating them clearly. Nothing gets better by looking the other direction and lying to ourselves.
I liked this deal very much, I took a CFR when it was about 65, since then I watch with no emotions. Thanks again for this great recommendation.
The disconnect beween headline announcements and actual policy implementation is worth noting here. What struck me about this piece is how the Bloombrg survey revealed that while finished magnet exports increased, the underlying feedstock restrictions remain. That suggests China is deliberately preserving its downstream processing advantage while appearing cooperative on paper. The 40-year lead in building out processing capacity is the real bottleneck, not just access to raw ore.
This two-part article published in Alaska concerning Trump's seeming support for rare earth mining may be of interest:
Part 1: https://mustreadalaska.com/susan-szwarc-rare-earth-minerals-trump-and-the-pebble-mine-paradox/
Part 2: https://mustreadalaska.com/sandy-szwarc-pebble-paradox-puzzling-evidence-and-a-sham-permitting-council-part-ii/