Trade battle grounds ramp upInteresting read....on China bringing REs to the table .....or better said taking them off the table and will creat huge variables that will have to be considered.
https://www.asiatimesfinancial.com/china-threatens-rare-earth-blacklist-as-trade-war-expands
China's roots in the DRC are deep with billions invested in infrastructure in African nations. They have seen this coming and have well prepared and have African nations where they want them. As REs become the story in trade wars ( west vs China ) and China produces the most, let's not forget that cobalt and bismuth are on the CM list. If this situation gets worse and likley will with REs, you can bet your bottom dollar it will with Cobalt as well...it's a cliffhanger with no end in sight. Ramping up NA sources is the only sure way to solve and end the threat.