Supplement:
The issue with rare earths isn't really that complicated. MP Materials, this emerging company, produces nearly 50,000 tons of rare earths annually, which is a completely localized supply chain in the United States. After being constrained, it will definitely expand rapidly, with distributions in states like Utah and Louisiana that are quickly building up the supply chain. So, if the rare earths card isn't used, it will become useless, contrary to what many people think that only China has a complete supply chain. That's a bit of nonsense; at most, in 2-3 years, the game will be over.
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