China Chamber of Commerce of Metals, Minerals & Chemicals Importers & Exporters (CCCMC) is organizing a policy briefing on rare earth and critical mineral export controls in Beijing on March 25th.
This means we could see companies like LAC, MP, USAR see massive bullish movement.
Last October, China changed the rare earth mineral licensing process in Beijing, many of these companies saw a x2 movement in the course of a couple weeks.
Long term, I believe rare earth minerals even lithium and copper will become of national security. Companies like LAC & MP, which are building infrastructure backed by the Department of Energy are a hedge against this problem, which surely will arise again and again. And a long term investment into commodities.