REE Thank you largely to rare earths, LED (Light Emitting Diode) has been one massive transformative progression that doesn't get the slightest deserved respect, it is perhaps so far one of the greatest steps towards decarbonization for humankind!! Now the BEV revolution is earnestly underway, including subsequent bubble valuations in BEV companies. Totally bizarre that this flood of money hasn't yet flooded more greatly into the broader value chain, particularly into the associated mineral resources that will be in massive demand. It's truly mind boggling that a zero production BEV can hit $100B market cap, yet those same minds must be magically thinking that the natural resources will be block chained out of thin air! If electrical is involved, rare earth enables most tech as being more dependable, lighter, faster, effective etc. Based on the current market dislocations, I think the west is screwed if it doesn't wake up soon. China will be the future ascendant technology provider.