I believe rare earth metals will at some point be in heated discussion again. This will be a negative catalyst, which will cause market downturn except for companies like LAC, MP, USAR.
Some of the few companies which offset or hedge against:
* export restriction talks
* geopolitical tension regarding minerals
* tariff escalation fighting for minerals
* supply-chain “reshoring”
There's really only few things which can rock this market, for example AI earnings start to come in bad, or the countries fighting for AI domination will begin to attack the resources used to power these machines.
There's fundamental drift as well as LAC inches closer to opening in 2027. This is a long term investment with shares, the price action reached $10 before when this tension brewed, which imo will rebound as this tension comes back in some form in 2026. This gives a hedge opportunity and long term investment into commodities, or what will be North America's biggest lithium mine.