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Neural Foundry's avatar

Solid roundup on the rare earth reshuffling happening right now. The Critical Minerals section highlights whats basically an industrial arms race, especialy the Japan/Lynas story showing how deliberate supply chain redesign can work when governments commit. I've been tracking simlar efforts in graphite and the pattern is clear: every country trying to derisk from China discovers the same bottlenecks (refining capacity, environmental regs, capital intensity). The fact that Korea Zinc is dropping $6.6B on US smelting capacity tells us this isnt just policy talk anymore.

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