RareEarth play 2025-2030 - MP/Energy Fuels/Alcara Resources/Defense Metals ?

The majority of Earth's rare earth elements (REEs), which are crucial for industries like technology, defense, and green energy, are concentrated in a few key countries.

1. China – Holds the largest reserves, estimated at 44 million metric tons (about 37% of global reserves)
2. Vietnam & Brazil – Each holds around 18% of global reserves
3. Russia – Has 10% of global reserves
4. India – Fifth-largest reserves (mainly in monazite sands)

This is an issue in 2025. China and Russia are out of the picture because of the trade wars and actual wars. There's been much desires to develop domestic REE extraction capabilities in the US.

Given none of the listed companies are profitable, some are even pre-revenue. However it seems like we have a major potential investment opportunity on our hands to get in early.

What happens after 2028 and if we see normalization again, that's up in the air. However for the next 5 years at least, I see some major tailwinds for REE.

Thoughts?