While Dragon is gone fishing New POSCO/STAR article published yesterday. The question of where they will build their factory in US is still unanswered. The question of where they will aquire the rare earth oxides is still unanswered.
My bet is on Louisiana, and my bet is Ucore. And it could be in three months that we hear more.
https://magneticsmag.com/korean-magnet-manufacturer-star-group-rises-in-prominence/
I am so smart!